CPE & Event Catalog

Named ranges. Named formulas.

Conditional formatting basics. Conditional formatting icon sets. Conditional formatting formulas.

Worksheets and workbooks. Worksheet navigation. Shortcut menus. Creating a workbook. Worksheet data. Numeric formatting. Range names. Table functions. Workbook topics. Excel templates.

Counting characters. Error functions. Importing data. Rounding values.

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays. How to use legacy features and functions such as AGGREGATE. Creating effective forecasts in Excel.

Technical foundations of Microsoft Copilot. Security, privacy, and data governance considerations. Prompt engineering. Microsoft Copilot in Excel. Microsoft Copilot in Word. Microsoft Copilot in PowerPoint. Microsoft Copilot in Outlook and Teams. Copilot use cases in accounting. Copilot use cases in auditing and assurance. Copilot use cases in tax planning and compliance. Copilot use cases in advisory and consulting services. Professional judgment and ethics in copilot use. Implementing Microsoft Copilot in a CPA firm.

Must know Excel functions for CPAs.

Identifying weaknesses in traditional reporting processes. Using leading-edge features in Excel to improve reporting practices. How to work with Power Query to solve common reporting challenges. Adding Slicers and Timelines to your Excel-based reports.

Nonprofit entity. Basic nonprofit accounting concepts. Nonprofit financial statements. Revenue accounting. Government grants. Investment accounting. Inventory accounting, and more.

Introduction to Office Scripts. Recording your first script. Integration with Power Automate.

Recognize how to combine and append tables or files. Importing data basics. Importing a text file and transforming it. Query settings. Appending data. Unpivot.

Alteryx terminology. The complementary relationship between Alteryx and Excel. Importing data into Alteryx.

New features in QuickBooks Desktop and Online. Enhancing internal controls in QuickBooks-based environments. Improving financial and operational reporting when using QuickBooks and QuickBooks Online. Best practices for setting up companies.

How to enhance financial modeling and analysis. Scenario analysis in Excel structure, setup and CHOOSE function. Sensitivity model integration. Analyzing results. Gravity sort table using LARGE and SMALL functions in Excel to auto-sort. Tornado charts. Presenting results.

The power of keyboard shortcuts. Oft used features with more capability than meets the eye. New helpful features.

Strategic management. Environment analysis. Industry and competitor analysis. Internal appraisal. Strategical formulation. Strategic choices. Strategic implementation issues. Strategic evaluation and control. Crafting global strategy.

Collaboration methods using Microsoft Office and Microsoft 365. Ways to track changes to sheets and compare different versions of a file. Tools for sharing and responding to comments among a team from within a file.

Introduction to array formulas. Using array formulas. Dynamic arrays and spill functions. Advanced array functions. Using array constants.

The story. Integration with operations. The controlling landscape. Controlling top tips.

Management philosophies. Planning activities. Organizational structures. Leadership. Motivating employees. Corporate culture. Change management. Employee recruiting and appraisal.