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Streamlined Excel Reporting Series
Accounting & Reporting

Streamlined Excel Reporting Series

The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations on how to create and use PivotTables to increase your productivity and effectiveness as a finance professional.

$299 - $399
Do you have an AICPA membership? Log in to apply your member discount.
46656305-6110-4E90-B13F-627B274DF603Created with sketchtool.Included in Webcast Pass



NASBA Field of Study

Specialized Knowledge



CPE Credits



Jeff Lenning




3 months

Learning Outcomes
  • State the process to create a PivotTable report and a PivotChart.
  • Distinguish between formula-based and PivotTable reports.
  • Identify three Excel features that can graphically communicate information.
Key Topics
  • PivotTable fundamentals
  • How to create a PivotTable report and a PivotChart
  • How to build PivotTables from data extracts and external databases
  • How to use Excel features to graphically communicate information
Product Details

**As a one-time special offer, the October 2020 Streamlined Excel Reporting Series is included in the Annual Webcast Pass. Access more than 500 webcasts plus the premium Streamlined Excel Reporting Series for one low price! Subscribe to the Annual Webcast Pass today to take advantage of this limited time offer!**

The PivotTable: One of Excel's most powerful features

If you've ever struggled to make sense of a wealth of data in an Excel spreadsheet, PivotTables can help. A PivotTable allows you to manipulate and clarify what's meaningful in your data and then share what's important in your spreadsheet-or data visualization. Let's face it: It can be hard to find time to learn new Excel techniques. Our Streamlined Excel Reporting Series offers four webcast sessions to quickly build your PivotTable skills. You'll get step-by-step demonstrations to create and use PivotTables to become a more productive and effective financial professional.

Learn how to create and customize PivotTables

Once you've learned about the power of PivotTables, you'll find them intuitive and invaluable in organizing and summarizing data. The features, functions, and techniques presented in this series are sure to shave time off of your reporting tasks-and boost your ability to determine what's most significant from your analysis.

These webcasts explore smart ways to build PivotTables from:

  • Data extracts
  • Linked external databases
  • Financial accounting systems

We'll also explore Excel features that help communicate your insights graphically.

Important Information on Your CPE Credit

Your registration includes access to the all four of the Streamlined Excel series webcasts on PivotTables through December 2020. If you are unable to attend one or more broadcasts in the series, you'll be able to attend a later session and still earn the CPE credit.

Who Will Benefit
  • All accounting and finance professionals
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members

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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.
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.

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Streamlined Excel Reporting Series
This webcast includes four sessions. Select from the following options:
Starts Oct 19, 2020
5pm7pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.

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