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Advanced Excel Workshop(4151030D)
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Learn how to leverage Excel to the fullest from Pivot Tables to digital reporting, and from macros to custom menus in this hands-on workshop. A laptop is required, as you'll work through various exercises and use your new knowledge. All spreadsheets will be available for download prior to the class. No laptops or computers will be provided by the CalCPA Education Foundation.

When: 10/21/2015
7:30:00 AM-
Where: Webcast/Webinar
Presenter: Jeff S. Lenning, CPA, CITP
Contact: April Deneault

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  Determine how to improve efficiency when using Excel.
    Identify which Excel features can be used together in worksheets.
    Recall selected functions and shortcuts.

Major Subjects:

    Power play: Pivot Tables and external data
    Paperless office and digital reporting with Excel: Hyperlinks, dynamic and static workbooks, worksheet and workbook protection
    Power play: VLOOKUP and named ranges macros and custom menus auto filter, subtotals and data validation
    Other programs: QuickBooks, QODBC, Lacerte and text files, Microsoft Access import/export
    Efficiency gains: concatenate, IF function

Designed For:
CPAs and other business and finance professionals.



Prerequisite: General working knowledge of Excel, including how to set up new workbooks and worksheets, and be familiar with basic formulas and navigation within Excel.







Advanced Prep: None


Speaker:Jeff Lenning

Vendor: CalCPA

Field of Study:Computer Science



CPE Credit: 8 Hours

Acronym: AEXW



Registration Fees:

Members: $275

Nonmembers: $375


Meet the Speaker:

Jeff Lenning of Click Consulting, Inc., is a CPA and published author.  He has written several articles for the Journal of Accountancy and other publications.  His firm specializes in providing computer consulting services to CPA firms and their clients.   

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