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

Wednesday, December 9 10:00am - 12:00pm PST

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2 Credits

Member Price $99.00

Non-Member Price $119.00

Overview

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 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. 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 webcast, 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.

Highlights

EOMONTH, MONTH & YEAR funchtions, CONCATENATE function

Prerequisites

Working knowledge of Excel

Objectives

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

Preparation

NONE

Notice

NONE

Leader(s):

Leaders

Jeff Lenning

Jeff Lenning, CPA, CITP Click Consulting / Seal Beach, CA

Jeff Lenning, author of Excel University, is an award-winning Excel instructor who has provided continuing education to thousands of CPAs nationwide over the past 10 years.

He is a Microsoft Certified Excel Expert, and his Excel articles have been featured in trade publications such as the Journal of Accountancy and California CPA.

He is a former chair of the California CPA State Technology Committee, and has held a variety of other leadership positions within his local CalCPA chapter.

He worked at Arthur Andersen, Gateway computers, and Interpore Cross International. In 2000, he started Click Consulting, a technology consulting firm.

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Non-Member Price $119.00

Member Price $99.00