Before this course, managing advanced Excel reports, especially those involving external data sources, may seem overwhelming and time-intensive. This course serves as a bridge to elevate your reporting skills. After completion, you’ll transition from struggling with complex data sets to effortlessly creating dynamic, accurate reports in Excel. You’ll go from manual, tedious data extraction to efficient, automated processes using external databases. The course transforms your approach to Excel reporting, ensuring you are leveraging all the powerful tools and features Excel offers. It’s a pivotal shift for professionals seeking to improve their reporting efficiency and accuracy, making the most of Excel’s capabilities in financial and operational reporting.
4 Credits: Accounting
Upon completing this course, you should be able to:
- Link and import data from external databases – including multi-table databases – into Excel
- Use Tables and PivotTables to create accurate financial reports and analyses
- List and apply Excel shortcuts for formatting financial reports
- Implement Excel templates to improve reporting productivity
- Identify opportunities to work with third-party tools to streamline reporting in Excel
March 20, 2020
Strong working knowledge of Excel 2007 or newer
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as internal controls for …