Leverage Excel and Access to streamline your work and increase efficiency. Whether you are a financial analyst, accounting manager, controller or other business and industry professional, there are features in these programs that can simplify tasks. We'll explore Excel 2007 for Windows and touch on Excel 2010.
Learn to automate and increase the efficiency of the monthly close, electronically distribute monthly financial reporting packages, simplify royalty computations and set up a budget application to use Excel and Access together.
All spreadsheets will be available for download prior to the class.

 

Objectives:

    Identify the features of Excel that are most relevant to CPAs and financial professionals in business and industry.
    Recall general concepts of Microsoft Access, including tables, queries, forms and reports.
    Determine various methods of using Excel and Access together, including moving data between the two and including creating a custom budgeting application.

Major Subjects:

   
    Closing the books with Excel: VLOOKUP, external data, subtotal function, skinny row, IF function, conditional formatting and function wizard
    Reporting results: digital report delivery methods, auto filter, macros, VLOOKUP and concatenate
    Introduction to Access
    Using Access and Excel together

Designed For:

CPAs, attorneys and other financial and business professionals.

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

 

Advanced Prep: None

Speaker: Jeff S. Lenning, CPA, CITP

Vendor: CalCPA

Field of Study:  Info Tech

Level:  Intermediate

CPE Credit: 8 Hours

Acronym: MSA

Registration Fees:

Members: $275

Nonmembers: $375

Meet the Speaker: