Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
This course is intended to help finance professionals become familiar with the more advanced selection of features in Excel. This seminar will cover some new features and connectivity options in efforts to make collaboration and production as easy as possible. The course will use Finance and Accounting examples to demonstrate and teach concepts.
Continual improvement of Excel skills is vital for CPAs to enhance financial analysis, reporting efficiency, and decision-making. Excel mastery ensures accurate data management, advanced modeling, and increased productivity, contributing to organizational success and professional growth.
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Schedule
- May 7, 2025, 1:00 p.m. - 4:00 p.m.
- May 8, 2025, 1:00 p.m. - 4:00 p.m.
Key Takeaways
After this course, participants are expected to:
- Learn and Practice New Formulas including Dynamic Arrays.
- Analyze Data with Logical and Lookup Functions.
- Learn how Excel Tables help structure your data and make analysis easier.
- Visualize Data with Basic Charts.
- Analyze Data with PivotTables, Slicers, and PivotCharts.
- Introduction to AI Excel utilization.
Who Will Benefit
This Excel course is tailored for CPAs, offering essential skills for all levels. Intermediate users will particularly benefit, gaining advanced concepts crucial for optimizing financial analysis, reporting, and accounting roles and responsibilities such as account reconciliations.
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.
Electronic material can be accessed one week 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)
Paul Barnhurst is a Finance Professional with 12+ years of finance and FP&A experience, including business unit CFO roles. Paul earned a business bachelor's degree from BYU and an MBA and Master of Science in Information Management from Arizona State University. Paul has a strong background in financial planning, financial modeling, report building, and business partnering. He is known for his deep understanding of the FP&A software planning space and has recently published an FP&A software market guide. He is also a big advocate of Microsoft Excel and is a LinkedIn influencer. Paul runs his own business providing training services, is a content creator, and hosts one of the most popular FP&A Podcasts called FP&A Today.