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Advanced Excel: Practical Applications for Accounting Professionals
Accounting & Financial Reporting
CPE Self-study

Advanced Excel: Practical Applications for Accounting Professionals

Covers topics including Advanced PivotTables, External data ranges (ODBC), and Visual basic: macros and user-defined functions.

$135 - $165
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Specialized Knowledge

Level

Advanced

CPE Credits

6.5

Author(s)

Jeff Lenning

Availability

1 year

Product Number

163144

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 Business & partner 
Product Details

Tap into Excel's full potential.

If you're comfortable using Excel, but want to take your skills to the next level, you've found the right course.

Written by a CPA and Excel expert, this self-study course will help you be more efficient and productive. This course covers topics including:

  • Advanced PivotTables
  • External data ranges (ODBC)
  • Visual basic: macros and user-defined functions.

Once you know how to tap the software's full potential, you'll be able to quickly and easily perform accounting and finance tasks in Excel.

Who Will Benefit
  • All accounting and finance professionals
Key Topics
  • Advanced PivotTables
  • External data ranges (ODBC)
  • Visual basic: macros and user-defined functions
  • Digital workpapers
  • Securing worksheets and workbooks
  • Named ranges
  • VLOOKUP and related functions, Nest Offset, Text, Match
  • "IF" function and other efficiency gains
  • Encryption and data validation
Learning Outcomes
  • Understand how to automate recurring processes.
  • Utilize the most powerful features of Excel.
  • Identify which features and functions should be used for various high-level tasks.
Credit Info
CPE Credits
Online
6.5
NASBA Field of Study
Specialized Knowledge
Level
Advanced
Prerequisites
Working knowledge of Excel
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$165.00
AICPA Members
Online
$135.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Instructors
Jeff Lenning
CPA, CITP
In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. Highlights After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen's Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. Professional Involvement He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Cancellation Policy
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Advanced Excel: Practical Applications for Accounting Professionals
Select from the following options:
Online
$165.00
Nonmember Price
$165.00
Price excluding sales tax
$165.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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