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.
Schedule
- September 23, 2026, 1:00 p.m. - 4:00 p.m.
- September 24, 2026, 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 delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
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.