AICPA logo
AICPA logo
  • Home
Excel for Accounting Professionals Webcast Series
Accounting & Reporting

Excel for Accounting Professionals Webcast Series

The Excel for Accounting Professionals webcast series is designed to walk through the Excel features, functions and techniques that will save you time.

$599 - $749
Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study

Specialized Knowledge



CPE Credits



Jeff Lenning




3 months

Product Number


 Part of Webcast Pass
 Business & partner 
Product Details

Get access to the June series with Annual Webcast Pass. Subscribe today and begin earning CPE credit from a wide variety of high-quality courses at an amazingly low price. Find out more.

Master Excel while improving your efficiency and saving time

Looking to move beyond "quick tips and tricks"? This webcast series will walk you through Excel features, functions and techniques that can transform the way you work.

Gain mastery through hands-on learning

These hands-on workshops are designed for you to work along, completing the same exercises demonstrated by the instructor. Each lesson builds on the prior sessions, so you'll want to watch each installment in order so you can best prepare to tackle real-world issues and build some fairly robust workbooks.

In the final, highly engaging webcast, you'll use more than 10 independent Excel features to build an automated reporting workbook.

If you're sincere about wanting to improve your Excel skills, and to figure out how to use Excel to save time, this comprehensive Excel series is sure to help.

Your registration includes access to the entire Excel series webcasts. If you are unable to attend one or more broadcasts in the series, you will be able to attend a later session and still earn the CPE credit.

Who Will Benefit
  • Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel
Key Topics
  • More than 30 Excel features, functions and techniques that are directly relevant to accounting work
  • Tables and named references
  • Data validation and conditional formatting
  • Workbook design principles and organization
  • Conditional summing and lookups
  • Error trapping and improving lookups
  • List comparisons and indenting
  • Data driven workbooks and concatenation
  • Dynamic headers, mapping tables and error check
Learning Outcomes
  • Learn how to use key Excel functions and features that are critical for accounting professionals
Credit Info
CPE Credits
NASBA Field of Study
Specialized Knowledge
Working knowledge of Excel
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
16 hrs
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

Contact us
Jeff Lenning
In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. Highlights After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen's Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. Professional Involvement He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Cancellation Policy
View our Cancellation policy here
Excel for Accounting Professionals Webcast Series
This webcast includes eight sessions. Select from the following options:
Starts Jun 07, 2021
4:30pm6:30pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

Related content