Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation
Accounting & Financial Reporting
Webcast

# 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 operators.

\$110 - \$130

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Author(s)

Jeff Lenning

Availability

Product Number

VCL2EXAP722070

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Product Details

When we try to improve efficiency, we seek to delegate manual tasks to Excel. This implies that we seek to convert manual input cells into formula cells. When we realize that Excel can operate on, and return, date and text values, the opportunity for efficiency greatly expands. This session covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison operators.

The session is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you'll be completing the same exercises demonstrated by the instructor. A link will be provided so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all of the exercises in the practice workbook, and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

Learning Outcomes
• Determine the last day of the month with the EOMONTH function
• Use the MONTH and YEAR functions
• Build your own date with DATE function
• Use the CONCATENATE function
• Improve the use of SUMIFS with CONCATENATE
Credit Info
CPE Credits
2
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Working knowledge of Microsoft Excel
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
Pricing
Nonmembers
\$130.00
AICPA Members
\$110.00

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Speakers
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 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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Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation
Select from the following options:
Dec 14, 2022
7pm9pm GMT
Jan 25, 2023
4pm6pm GMT
May 03, 2023
6pm8pm GMT
Nonmember Price
\$130.00
Price excluding sales tax
\$130.00
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