CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Must-Know Excel Functions for CPAs

Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
6 Credits: Specialized Knowledge

Course Description

Excel is one of the most important tools for CPAs and other financial professionals. This course explores functions in Excel that CPAs can use to enhance productivity and ensure accurate answers when working with data. You’ll learn how to use logical and text functions, find specific items in large spreadsheets, and use certain financial functions to compute a payment, rate, term, present value, or future value. With many exercises, examples, and a case study, this course provides hands-on guidance for financial professionals who want to maximize use of Excel.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Recognize the syntax and characteristics of functions used to sum and count data, including their applicable calculation results
  • Recognize the syntax and use of logical functions to locate items to test, and to locate and handle exceptions
  • Identify the various text functions that manipulate text data, their syntax, and their applicable use to achieve a desired result
  • Recognize the syntax and use of the VLOOKUP, INDEX, MATCH, and a combination of the INDEX and MATCH functions
  • Compute a payment, rate, term, present value, or future value using time value of money functions

Course Specifics

Course ID
2134582
Revision Date
July 23, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Joseph Helstrom Headshot
Joseph Helstrom, CPA

Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning. After graduation from Butler University with a degree in accounting, Joe got his start at Ernst & Young. Subsequent to that, he has served for several different companies as a chief financial officer; director of treasury and …

Joseph Helstrom, CPA Read More »

Must-Know Excel Functions for CPAs

Expert Instructors
Format
CPE CREDITS
6 Credits: Specialized Knowledge

$174.00$204.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
6 Credits: Specialized Knowledge

Course Description

Excel is one of the most important tools for CPAs and other financial professionals. This course explores functions in Excel that CPAs can use to enhance productivity and ensure accurate answers when working with data. You’ll learn how to use logical and text functions, find specific items in large spreadsheets, and use certain financial functions to compute a payment, rate, term, present value, or future value. With many exercises, examples, and a case study, this course provides hands-on guidance for financial professionals who want to maximize use of Excel.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Recognize the syntax and characteristics of functions used to sum and count data, including their applicable calculation results
  • Recognize the syntax and use of logical functions to locate items to test, and to locate and handle exceptions
  • Identify the various text functions that manipulate text data, their syntax, and their applicable use to achieve a desired result
  • Recognize the syntax and use of the VLOOKUP, INDEX, MATCH, and a combination of the INDEX and MATCH functions
  • Compute a payment, rate, term, present value, or future value using time value of money functions

Course Specifics

Course ID
2134582
Revision Date
July 23, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Joseph Helstrom Headshot
Joseph Helstrom, CPA

Joseph Helstrom, CPA, is a partner at CFO Resources, LLC, a company focused on training and courseware for CPAs. He’s also the owner of Mill Creek Publishing LLC. Joe has over 30 years of experience as a CPA in both public accounting and industry, with extensive experience in financial reporting and analysis, treasury, tax, information technology, legal and regulatory matters, and strategic planning. After graduation from Butler University with a degree in accounting, Joe got his start at Ernst & Young. Subsequent to that, he has served for several different companies as a chief financial officer; director of treasury and …

Joseph Helstrom, CPA Read More »

Must-Know Excel Functions for CPAs

Expert Instructors
Format
CPE CREDITS
6 Credits: Specialized Knowledge

$174.00$204.00

Clear