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Controller Series: Technology - Must Have Excel Competencies
Management Accounting
Webcast

Controller Series: Technology - Must Have Excel Competencies

This session will cover what the accountants of today should know about Excel to improve their efficiency, access data, and gain insights into the company, industry, and economy.

$65 - $76
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Computer Software and Applications

Level

Basic

CPE Credits

1

Author(s)

Jim Lindell

Availability

Product Number

WC3746461

 View  
 Business & partner 
Product Details

Excel has long been included in the accountant's toolbox.

Even though Microsoft Power BI and other big data tools such as Qlik and Tableau are becoming more important, Excel is still a "must have" tool. We cover what the accountants of today should know about Excel to improve their efficiency, access data, and gain insights into the company, industry, and economy.

Key Topics

  • Reality of Excel use
  • Gartner ? Magic Quadrant of tools for data analysis
  • Will Excel go away?
  • Two essential Lean principles
  • Misuses of Excel APIs (Automated Program Interfaces)
  • Relationship between
  • Excel and data analytics Excel tips and tricks

Learning Outcomes

  • Identify the tools that controllers should know, such as Excel's Power Pivot and Big Data
  • Identify the relationship between Excel and Lean techniques
  • Recognize how Excel complements data analytics
  • Recall tricks and shortcuts to improve Excel use for your staff

Who Will Benefit

  • Aspiring leaders and leaders of teams and organizations
Credit Info
CPE Credits
1
NASBA Field of Study
Computer Software and Applications
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$76.00
AICPA Members
$65.00

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
Speakers
Jim Lindell
MBA, CPA, CGMA
"Jim Lindell is President of Thorsten Consulting Group, Inc., a Wisconsin based provider of Strategic & Financial Consulting, Professional Speaking, Training, and Executive Coaching. Jim has an extensive background in senior management including: Chief Financial Officer of Coolidge Glass Company, Inc., Waukesha, Wisconsin, Chief Financial Officer for Lutheran Social Services of Wisconsin and Upper Michigan, Inc., and Corporate Asst. Controller for Wispak Foods, Butler, Wisconsin. He has been involved in more than 50 M&A projects. In addition, Jim is a TEC Chairman for 2 groups in Wisconsin (TEC is an international organization of CEOs). Jim is a Certified Public Accountant with public accounting experience for both local and regional accounting firms. He has a BSc in Accounting from the University of Wisconsin - Platteville and an MBA in Finance from the University of Wisconsin - Whitewater. He is a TEC Chairman (The Executive Committee) and member of the American Institute of CPAs and the Wisconsin Institute of CPAs. Jim is a Faculty Member of the American Institute of CPAs (AICPA). Jim has authored: ""25 Critical Lessons from the Trenches"", ""Strategic Planning Made Simple"", ""Business is Like Fishing""; ""Survival Kit for Small Business Executives""; ""Annual Controller's Update"", ""Bottom Line Financial Management"" and was a contributing author on ""The Fast Close — Revolutionizing Accounting"". In addition, Jim has received the ""Outstanding Discussion Leader"" from the AICPA in 2005, 2007, 2012 & 2013."
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 product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional 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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Controller Series: Technology - Must Have Excel Competencies
Select from the following options:
Oct 31, 2022
5pm6pm GMT
Nov 17, 2022
8pm9pm GMT
Dec 27, 2022
8pm9pm GMT
Nonmember Price
$76.00
Price excluding sales tax
$76.00
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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