This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

Mastering Data Preparation and Analysis in Excel

Learn the logical progression of spreadsheet creation, including design concepts that EVERY CPA should incorporate into their spreadsheets. Then, discuss concepts to...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Webcast Series

The Excel for Accounting Professionals webcast series is designed to walk through the Excel features, functions and techniques that will save you time.

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 1: Tables and Named References

The first session in the Excel for Accounting Professionals series covers one of the most significant enhancements rolled out with Excel 2007, Tables.

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

This webcast opens with conditional summing. If you have not explored conditional summing yet, you are in for a surprise. Conditional summing is a game changer and...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 6: List Comparisons and Indenting

This webcast opens with how to use Excel's lookup functions to perform list comparisons. And, how to perform multicolumn list comparisons without first combining...

Webcast Information systems environment Foundational

Microsoft PowerBI - Introduction to Data Analysis in Excel

Before you start using all of the PowerBI tools, you first need to understand the data analysis tools available in Excel. This webcast introduces you to the relevant...

Webcast Management reporting Foundational

Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups

This webcast walks through the limitations, and suggests how to improve the VLOOKUP function. We spend some time trapping errors with the IFERROR function, which was...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

This webcast covers the function that sums better than the SUM function for accounting professionals.

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

This webcast covers workbook design principles to help you build reliable recurring-use workbooks, as well as workbook and worksheet organization ideas.

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

This webcast covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

This final session in the Excel for Accounting Professionals webcast series offers you the opportunity to apply many of the items covered at the same time. The...

Webcast Information systems environment Foundational

Introduction to Data Analytics and Microsoft PowerBI Tools

Excel is the #1 data analysis tool for accountants, yet most accountants don’t know the basics of Excel data analysis functions and tools. In this webcast, we will...

Webcast Management reporting Foundational