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

Tuesday, December 14 9:30am - 11:30am PST

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2.0 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 hands-on 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.

Highlights

Explore key date and text functions in Excel.

Prerequisites

Working knowledge of Excel.

Designed For

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

Objectives

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