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Excel for Accounting Professionals: Date Driven Workbooks and Concatenation

Type: Audio Webcast
Date: June 11, 2015
Time: 12:30 PM - 02:30 PM ET
Recommended CPE Credit: 2
*Earn CPE
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This is one session of an 8-part Excel series. Find out more or register for the series here.

When we try to improve efficiency, we seek to delegate manual tasks to Excel. This implies that we seek to convert manual input cells into formula cells. When we realize that Excel can operate on, and return, date and text values, the opportunity for efficiency greatly expands. This session covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison operators.

The session is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel, since you'll be completing the same exercises demonstrated by the instructor. A link will be provided so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows. For each topic presented, the instructor explains the topic and demonstrates it with Excel exercises. Then, the instructor provides time for you to complete many of the same exercises. Finally, the instructor demonstrates the solutions for all of the exercises in the practice workbook, and then moves to the next topic. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.

Learning Objectives:

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

  • Determine the last day of the month with the EOMONTH function
  • Use the MONTH and YEAR functions
  • Build your own date with DATE function
  • Use the CONCATENATE function
  • Improve the use of SUMIFS with CONCATENATE

Who should attend:
Accounting professionals in public practice or business and industry

Field of Study: Specialized Knowledge & Applications
Level: Intermediate
Prerequisites: Working knowledge of Microsoft Excel

Important Information on Your CPE Credit

Excel for Accounting Professionals: Date Driven Workbooks and Concatenation
Individual CPE
June 11, 2015 12:30 PM - 2:30 PM ET
Audio Webcast ,
Product# VCL2EXAP7009
Availability: Online Access
Live Webcast
Regular:$145.00
AICPA Member:$105.00
Your Price:$145.00
Excel for Accounting Professionals: Date Driven Workbooks and Concatenation
Individual CPE
August 27, 2015 12:30 PM - 2:30 PM ET
Audio Webcast ,
Product# VCL2EXAP7010
Availability: Online Access
Live Webcast
Regular:$145.00
AICPA Member:$105.00
Your Price:$145.00
Excel for Accounting Professionals: Date Driven Workbooks and Concatenation
Individual CPE
October 28, 2015 12:30 PM - 2:30 PM ET
Audio Webcast ,
Product# VCL2EXAP7011
Availability: Online Access
Live Webcast
Regular:$145.00
AICPA Member:$105.00
Your Price:$145.00
Excel for Accounting Professionals: Date Driven Workbooks and Concatenation
Individual CPE
December 18, 2015 12:30 PM - 2:30 PM ET
Audio Webcast
Product# VCL2EXAP7012
Availability: Online Access
Live Webcast
Regular:$145.00
AICPA Member:$105.00
Your Price:$145.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.