Controller Series: Technology - Must Have Excel Competencies WEBCAST

Saturday, June 18 7:00am - 8:00am PDT

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Your Desk

1.0 Credits

Member Price $65.00

Non-Member Price $76.00

Overview

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.

Highlights

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.

Prerequisites

None.

Designed For

Aspiring leaders and leaders of teams and organizations.

Objectives

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.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

James Lindell

James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 40 M & A projects.

James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of Wisconsin Chapter of National Speaker Association. .

Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”.

James Lindell is “an excellent discussion leader! He has good presentaiton skills, he involves the group, and he makes his material interesting.” - S. Krohmer, attended AICPA’s Annual Update for Controllers.

James Lindell is “a great speaker who is very interesting and engaging.” - L. Meadows, attended AICPA’s Annual Update for Controllers.

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Non-Member Price $76.00

Member Price $65.00