"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 appl
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11/17/2015
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When:
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11/17/2015 9:30 AM - 5:00 PM
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Where:
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Webcast/Webinar
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Presenter:
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Jeff S. Lenning, CPA, CITP
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Contact:
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April Deneault
801-834-6634
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Online registration is closed.
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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:
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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