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Tuesday, April 23, 2024 Live Webcast

Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting (X3-4178940)

2:00 PM - 4:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

Let us ask you a question. What function do you use most? Is it the SUM function? It shouldn't be — well, at least if efficiency is your goal. This session covers the function that sums better than the SUM function for accounting professionals. In addition, we review the data validation feature, which enables us to control what a user enters into a cell. We'll discuss the conditional formatting feature, which enables us to format a cell based on its value. Lastly, we'll conclude by reviewing a technique that addresses a major pitfall of Excel. The webcast 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 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.

DESIGNED FOR

Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel

BENEFITS

Upon completion of this webcast, you will be able to:

• Effectively use the data validation feature.

• Format cells using the conditional formatting feature.

• Explore better options for summing.

• Effectively use skinny rows.

COURSE LEVEL

Intermediate

PREREQUISITES

working knowledge of Excel

ADVANCE PREPARATION

None

INSTRUCTOR

Jeff Lenning

Jeff Lenning

Jeff is in charge of the day-to-day management and operations of the company. He is a nationally recognized speaker, author, and trainer, and provides Microsoft Excel and Access training to enterprise clients and provides continuing education to CPAs on technology related topics including Excel and Access. The Journal of Accountancy and other publications have featured many of his technology related articles. Jeff is heavily involved in the accounting profession. He is a former chair of the California CPA State Technology Committee, the 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. He is a Microsoft Office Certified Excel Expert.

He began his career at Arthur Andersen in the Orange County office in the audit practice. He then worked at Gateway computers as a Senior Financial Analyst, and then at Interpore Cross International as the Accounting Manager. In 2000, he started Click Consulting, a technology consulting firm which specializes in network support and web-application development.

PRICING

$118.00 - Member

$142.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

AICPA/NJCPA