product-image
Controller Series: Technology – Must Have Excel Competencies
Accounting & Financial Reporting
CPE Self-study

Controller Series: Technology – Must Have Excel Competencies

This course will discuss what the accountants of today should know about Excel to improve their efficiency, access data, and gain insights into the company, industry, and economy.

$35 - $45
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Online

Level

Basic

CPE Credits

1

Author(s)

Donald Tomoff

Availability

1 year

Product Number

BLICSTMHEC23SSO

 View  
 Business & partner 
Product Details

Excel has long been included in the accountant's toolbox. Even though Microsoft Power BI and other big data tools such as Qlik and Tableau are becoming more important, Excel is still a "must have" tool. We cover what the accountants of today should know about Excel to improve their efficiency, access data, and gain insights into the company, industry, and economy.

Who Will Benefit
  • Aspiring leaders and leaders of teams and organizations
Key Topics
  • Reality of Excel use
  • Gartner : Magic Quadrant of tools for data analysis
  • Will Excel go away?
  • Two essential Lean principles
  • Misuses of Excel
  • APIs (Automated Program Interfaces)
  • Relationship between Excel and data analytics
  • Excel tips and tricks
Learning Outcomes
  • Identify the tools that controllers should know, such as Excel's Power Pivot and Big Data
  • Identify the relationship between Excel and Lean techniques
  • Recognize how Excel complements data analytics
  • Recall tricks and shortcuts to improve Excel use for your staff
Credit Info
CPE Credits
Online
1
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
Online
$45.00
AICPA Members
Online
$35.00
CIMA Members
Online
$35.00

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. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Author(s)
Donald Tomoff
CPA, MBA
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer. Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
Accessibility

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 adaaccessibility@aicpa-cima.com 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.

Ratings and reviews

Shipping and delivery
Shipping costs  and sales taxes will be added later during checkout
Cancellation Policy
View our Cancellation policy here

Related content

}