MS Excel – Essential Tools and Techniques for CPAs – Advanced


June 30th. 4:00pm-5:40pm. 2 hours of CPE (Technical)


Course Description

Program Content

I have always loved using MS Excel. Although we are increasingly seeing other software programs, MS Excel is still used by almost all business professionals. Being able to effectively use Excel will not only make you more efficient in your work, but it will allow you to analyze data in order to provide value to your company or clients. In this hands-on session, participants will be given a template and opportunity to practice dozens of Excel shortcuts and features as they are being taught. This session is recommended for those who are strong users of Excel, but who are always up for learning a new trick or two. Participants will also be provided with an Excel guide a colleague and I created – a listing of 75 favorite Excel shortcuts and techniques.

Learning Objectives

  1. Understand essential MS Excel shortcuts
  2. Understand essential MS Excel formulas
  3. Understand essential MS Excel tools and techniques

Course Details

Instructor Boz
Number of CPE Hours 2
Location Zoom Meeting
Field of Study Specialized Knowledge (Technical)
Level Advanced
Format Group Internet Based
Prerequisites Some MS Excel experience
Policies A full refund is offered if registration is cancelled by a participant prior to the CPE session. Credit toward a future session offered for no-shows. Contact Boz (612-414-9629) to cancel or for more questions.
Other Notes None

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: