Excel Essentials for Today’s Accountant: How To Become an Expert in One Day
Total Credits: 4 including 4 Computer Software & Applications - Non-technical
- Average Rating:
- 119
- Categories:
- ACPEN Industry Institute | Technology
- Faculty:
- Dr. Chris Harper, CPA, MBA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing and reporting information and dive into the powerful, but potentially under-utilized, capabilities of Microsoft Excel. Designed for sophisticated users willing to approach spreadsheets from a unique perspective, this program encourages users to challenge the status quo by considering opportunities to take acceptable spreadsheets to a new level.
Basic Course Information
Learning Objectives- Apply a variety of advanced formulas to analyze and manipulate data
- Identify solutions to data analysis problems
- Identify how Excel can be used as a tool to address data analysis problems you encounter in your professional and personal endeavors
- Evaluate lesser-known but powerful Excel functions
- Assess your mindset of professional skepticism that helps you explore the edges of Excel’s capabilities
Major Subjects
- Using formulas to manipulate and transform data
- Using formulas and reference formulas such as =VLOOKUP
- Using pivot tables
- Understanding Solver to perform multivariate analysis
- Awareness of advanced functions
- Creative methods for data manipulation
- Using intellectual curiosity and professional skepticism to develop a problem-solving mentality
- Real-life examples of innovative ways to analyze and report data with Excel
- Using Excel to perform e-mail merges
- Enhance creativity in your approach to developing Excel models Computer software and application
Course Materials
Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase |
Excel Essentials Handout (6.8 MB) | Available after Purchase |
autofilter (11.2 KB) | Available after Purchase |
concatenate-friends (18.3 KB) | Available after Purchase |
conditional-formatting (11.5 KB) | Available after Purchase |
hlookup (11.3 KB) | Available after Purchase |
pivot-charts (202 KB) | Available after Purchase |
pivot-tables-1 (12.7 KB) | Available after Purchase |
pivot-tables-2 (11.4 KB) | Available after Purchase |
pivot-tables-3 (200.3 KB) | Available after Purchase |
sorting (11 KB) | Available after Purchase |
text-editing (12.7 KB) | Available after Purchase |
vlookup (30.1 KB) | Available after Purchase |
Faculty

Dr. Chris Harper, CPA, MBA Related Seminars and Products
Chris has been serving the tax and accounting needs of individuals and closely-held businesses since 1998. As a frequent speaker, he has taught a variety of continuing education courses for several state CPA societies. Chris is frequently interviewed by media outlets on a variety of financial, tax, and accounting topics.
Dates
Fri, May 09, 2025 - 01:00pm to 04:42pm EDT
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Wed, May 21, 2025 - 09:30am to 01:12pm EDT
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Fri, Jun 13, 2025 - 01:00pm to 04:42pm EDT
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Wed, Jun 18, 2025 - 09:30am to 01:12pm EDT
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Fri, Jul 11, 2025 - 01:00pm to 04:42pm EDT
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Wed, Jul 16, 2025 - 09:30am to 01:12pm EDT
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Fri, Aug 08, 2025 - 01:00pm to 04:42pm EDT
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Wed, Aug 20, 2025 - 09:30am to 01:12pm EDT
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Fri, Sep 12, 2025 - 01:00pm to 04:42pm EDT
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Wed, Sep 17, 2025 - 09:30am to 01:12pm EDT
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Fri, Oct 10, 2025 - 01:00pm to 04:42pm EDT
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Wed, Oct 15, 2025 - 09:30am to 01:12pm EDT
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Fri, Nov 14, 2025 - 01:00pm to 04:42pm EST
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Wed, Nov 19, 2025 - 09:30am to 01:12pm EST
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Fri, Dec 12, 2025 - 01:00pm to 04:42pm EST
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Wed, Dec 17, 2025 - 09:30am to 01:12pm EST
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Fri, Jan 09, 2026 - 01:00pm to 04:42pm EST
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Wed, Jan 21, 2026 - 09:30am to 01:12pm EST
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Fri, Feb 13, 2026 - 01:00pm to 04:42pm EST
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Wed, Feb 18, 2026 - 09:30am to 01:12pm EST
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Fri, Mar 13, 2026 - 01:00pm to 04:42pm EDT
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Wed, Mar 18, 2026 - 09:30am to 01:12pm EDT
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Fri, Apr 10, 2026 - 01:00pm to 04:42pm EDT
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Wed, Apr 15, 2026 - 09:30am to 01:12pm EDT
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Additional Info
Basic Course Information
Advanced Preparation NoneCourse Developer
Van Der Aa Tax Ed, LLC
Designed For
- Practitioners, members in industry and other accounting professionals a better understanding of the advanced features of Microsoft Excel
Yellow Book No
Original Recording Date 05/01/2022
Prerequisites
- A high level of proficiency with Microsoft Excel
Date Added to Catalog 02/01/2022
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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