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Webcast: Excel and Access: Tools of the Trade for Business (CAMSA15)
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Leverage Excel and Access to streamline your work and increase efficiency. Whether you are a financial analyst, accounting manager, controller or other business and industry professional, there are features in these programs that can simplify tasks. We'll explore Excel 2007 for Windows and touch on Excel 2010. Learn to automate and increase the efficiency of the monthly close, electronically distribute monthly financial reporting packages, simplify royalty computations and set up a budget applic

11/17/2015
When: 11/17/2015
8:30 AM until 4:00 PM
Where: Webcast
Louisiana
United States


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Registration Fees
Members $275
Non-Members $375

CPE: 8 hours
Level: Intermediate
Vendor: CalCPA
Category: Management
Prerequisites: General working knowledge of Excel, including how to set up new workbooks and worksheets, and be familiar with basic Excel formulas and navigation.
Advanced prep: None

Who should attend: CPAs, attorneys and other financial and business professionals.

Leverage Excel and Access to streamline your work and increase efficiency. Whether you are a financial analyst, accounting manager, controller or other business and industry professional, there are features in these programs that can simplify tasks. We'll explore Excel 2007 for Windows and touch on Excel 2010. Learn to automate and increase the efficiency of the monthly close, electronically distribute monthly financial reporting packages, simplify royalty computations and set up a budget application to use Excel and Access together. Note: All spreadsheets will be available for download prior to the class.

Objectives

  • Identify the features of Excel that are most relevant to CPAs and financial professionals in business and industry.
  • Recall general concepts of Microsoft Access, including tables, queries, forms and reports.
  • Determine various methods of using Excel and Access together, including moving data between the two and including creating a custom budgeting application.


Major Topics
  • Closing the books with Excel: VLOOKUP, external data, subtotal function, skinny row, IF function, conditional formatting and function wizard
  • Reporting results: digital report delivery methods, autofilter, macros, VLOOKUP and concatenate
  • Introduction to Access
  • Using Access and Excel together


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