Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Elevate your Excel expertise with this Advanced Excel program! This laptop-friendly course is designed for experienced Excel users who are ready to take their skills to the next level. In this session, you will master critical advanced Excel skills in six key areas:
- Collaborating seamlessly with other users and securing your workbooks.
- Utilizing tables to analyze and report data efficiently.
- Integrating and manipulating data from external sources with ease.
- Creating and auditing complex formulas.
- Harnessing advanced data analysis tools for deeper insights.
- Employing visualization techniques to communicate information effectively.
Drawing from over thirty years of experience in delivering Excel training to accountants and business professionals, this program is packed with relevant, real-world examples that reinforce the topics presented.
Topics include:
- Collaboration and Security Techniques
- Tables, Data Models, and PivotTables
- Advanced Formulas
- Data Queries
- Creating Effective Visualizations
Schedule
- April 28, 2026, 9:00 a.m. - 1:00 p.m.
- April 29, 2026, 9:00 a.m. - 1:00 p.m.
Key Takeaways
Upon completing this course, you should be able to:
- Formulate the best techniques to secure Excel data and collaborate with others efficiently.
- Evaluate the usefulness of tables and take advantage of their advanced features, such as dynamic data ranges, structured.
- reference formulas, and the ability to relate multiple tables together into a Data Model.
- Assess Power Query’s capability to link and transform data from external data sources into Excel.
- Formulate calculations that reference functions such as XLOOKUP, GROUPBY, PIVOTBY and others.
- Evaluate worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables.
- Assess techniques used to create, manipulate, and customize charts for analyzing and communicating information.
Who Will Benefit
Business professionals who work with Excel and want to extend their knowledge with advanced features and functions.
Prerequisite(s)
Experienced Excel user.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
If available, course materials can be accessed 2 business days prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Stephen M. Yoss, Jr., MS, CPA, is the visionary and entrepreneurial mind behind Devmatics, LLC. Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by an Masters of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University. Stephen specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses.