CPE & Event Catalog

Better summing. Skinny row. Hide worksheets. Highlight input cells. Workbook organization. Worksheet organization. Nested functions. Selection groups. Workbook design principles.

Conditional summing basics with SUMIFS. Remove duplicates. Lookup basics. Improving VLOOKUP with MATCH. Improving VLOOKUP with VALUE and TEXT. Moving beyond VLOOKUP with INDEX.

Trap errors with IFERROR. The IF function List comparisons. The ISERROR function. Multicolumn list comparisons with COUNTIFS. Indentation. Perform lookups with SUMIFS.

Determine the last day of the month with EOMONTH. Date parts: MONTH and YEAR. Build your own date with DATE. Concatenation basics. Improve SUMIFS with CONCATENATE.

Dynamic headers. Horizontal reports. Mapping tables. Data validation and reporting. Improving error check with Boolean values and the Logical AND function.

PivotTable basics. Row fields. Value fields. Column fields. Filter fields. Updating data. Groups and subtotals. Value formats.

Report type comparison options. Report layout and design. Multiple value fields. Calculated fields. Calculated items.

Showing values. Sorting. Filtering. Hybrid reports with GETPIVOTDATA. Web data.

The value of money concepts. Present value of single sum. Future value of single sum. Present value annuities. Future value annuities. Computing periodic rate. Annuities due. Uneven cash flows and capital budgeting.

Excel tips and functions. Different types of formatting. Feature for formulas and evaluation.

The worksheet ribbon. Analyze data. Autocorrect enhancement. Chart template. Column width readjustment. Custom views. Data range selection. Data types. Excel templates. Form-based data entry. Keyboard shortcuts. Move across a worksheet. Recently used formulas. Status bar. Watch window. Worksheet navigation.

Excel worksheets: best practices. Worksheet layout. Worksheet design.

Leadership. Development. Firm operations.

Best practices associated with creating Excel workbooks, including managing workbooks. How to secure Excel workbooks. Collaboration options and best practices in Excel. Effective reporting techniques in Excel.

Prohibited expenditures. Late submissions. Mileage overstatements. Card misuse. Cash advances. Payables department review practices. The escalation process. Training first-level supervisors. T&E policy updates.

Common expense reporting issues. Expense reporting problems caused by the traveler. Expense reporting problems caused by the manger. Expense reporting issues that can be addressed if the detailed meal receipt is required. Best expense reporting practices roundup.

Expert witness ethics and responsibilities. Civil litigation and discovery process. Deposition techniques and testimony strategies.

Artificial intelligence in accounting. Financial analysis. Financial reporting. GAAP compliance. Automation for accountants.

Review the optimal layout for FP&A models designed to review and analyze monthly data. Compare FP&A model design to other financial models to understand the differences and the unique requirements of FP&A models. Learn the best and most common Excel formulas and functions used in FP&A models.

Analyze monthly data to determine whether adjustments are needed to financial forecasts. Compare actual results to financial forecasts and budget estimates on a monthly basis. Understand best practices for rolling monthly financial models forward for a new fiscal year.