Webinar (AICPA): Mastering Data Preparation and Analysis in Excel


Microsoft Excel is one of the most powerful programs available for CPAs. It includes many time-saving techniques that most CPAs never put into practice. In addition, Excel is the #1 data analysis tool for accountants. Yet many accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. Learn the logical progression of spreadsheet creation, including design concepts that EVERY CPA should incorporate into their spreadsheets. Then, we will discuss concepts to eliminate manual data entry and techniques to prepare your data for analysis. We will then show you the available tools in Excel that will take your data analysis to a new level. We will conclude with presenting the results of your calculations and analysis. If there is only ONE course to take to jump start your Excel knowledge … THIS course is it. Be prepared to take Excel to the next level.

Learning Objectives

Upon completion of this webcast, you will be able to:

– Use Excel more efficiently

– Realize the importance of proper spreadsheet design

– Understand the power of using Excel for data analysis

Major Topics

This webcast will provide an overview of these important topics:


– Defined Names

– Excel Tables

– Proofing Data Gathering

– Connecting to Data Sources Data Preparation

– Text, Lookup, Math Functions Data Analysis

– Formatting (cell styles & conditional formatting)

– PivotTable

– Power Bl Tools Data Presentation

Course Level
CPE Field of Study
Computer Software & Applications
Who Should Attend
All accounting professionals
Bryan Smith

A good understanding of Excel

Online Course
Register Now
Apr 8, 2020
11:00 am - 1:00 pm MDT
Total CPE Credits
Bryan Smith


$ (% off)


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Webinar (AICPA): Mastering Data Preparation and Analysis in Excel

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