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Practical Excel Topics for Today’s Accountant

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
   17
Categories:
ACPEN Industry Institute
Speaker:
Dr. Chris Harper, CPA, MBA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Never Expires.
Dates
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Description

This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.

Basic Course Information

Learning Objectives
  • Apply a variety of advanced formulas to analyze and manipulate data
  • Identify solutions to data analysis problems
  • Identify how Excel can be used as a tool to address data analysis problems encountered in client engagements
  • Explore ways to enhance engagement efficiency using Excel

Major Subjects
  • Data validation
  • Underutilized, but powerful, formulas
  • Formulas for manipulating, transforming, and cleansing data
  • Formulas for data analysis
  • Reference formulas such as =VLOOKUP
  • Pivot tables
  • Solver as a tool for performing multivariate analysis
  • Mail merge
  • Custom formatting

Handouts

Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) Available after Purchase
Practical Excel Topics for Today’s Accountant Handout (4.7 MB) Available after Purchase

Speaker

Dr. Chris Harper, CPA, MBA's Profile

Dr. Chris Harper, CPA, MBA Related Seminars and Products

Chris has been serving the tax and accounting needs of individuals and closely-held businesses since 1998. As a frequent speaker, he has taught a variety of continuing education courses for several state CPA societies. Chris is frequently interviewed by media outlets on a variety of financial, tax, and accounting topics.

Dates

Tue, Jun 03, 2025 - 2:00 PM to 3:56 PM EDT
Wed, Jun 25, 2025 - 10:00 AM to 11:56 AM EDT
Tue, Jul 01, 2025 - 2:00 PM to 3:56 PM EDT
Wed, Jul 30, 2025 - 10:00 AM to 11:56 AM EDT
Tue, Aug 05, 2025 - 2:00 PM to 3:56 PM EDT
Wed, Aug 27, 2025 - 10:00 AM to 11:56 AM EDT
Tue, Sep 02, 2025 - 2:00 PM to 3:56 PM EDT
Wed, Sep 24, 2025 - 10:00 AM to 11:56 AM EDT
Tue, Oct 07, 2025 - 2:00 PM to 3:56 PM EDT
Wed, Oct 29, 2025 - 10:00 AM to 11:56 AM EDT
Tue, Nov 04, 2025 - 2:00 PM to 3:56 PM EST
Wed, Nov 26, 2025 - 10:00 AM to 11:56 AM EST
Tue, Dec 02, 2025 - 2:00 PM to 3:56 PM EST
Wed, Dec 31, 2025 - 10:00 AM to 11:56 AM EST
Tue, Jan 06, 2026 - 2:00 PM to 3:56 PM EST
Wed, Jan 28, 2026 - 10:00 AM to 11:56 AM EST
Tue, Feb 03, 2026 - 2:00 PM to 3:56 PM EST
Wed, Feb 25, 2026 - 10:00 AM to 11:56 AM EST
Tue, Mar 03, 2026 - 2:00 PM to 3:56 PM EST
Wed, Mar 25, 2026 - 10:00 AM to 11:56 AM EDT
Tue, Apr 07, 2026 - 2:00 PM to 3:56 PM EDT
Wed, Apr 29, 2026 - 10:00 AM to 11:56 AM EDT

Additional Info

Basic Course Information

Advanced Preparation None
Course Developer

Van Der Aa Tax Ed, LLC


Designed For Public accounting professionals seeking a deeper, more practical understanding of Microsoft Excel
Yellow Book No
Original Recording Date 2022
Prerequisites Basic familiarity with Microsoft Excel
Date Added to Catalog 09/2022

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).
Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 17

Comments

Angie R

"Great presenter, excellent resource for excel tips and tricks"

Roy S

"Very well put together webinar."
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