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Thursday, June 25, 2020 Webcast

Excel - Building Powerful Lookup & Reference Formulas (X2-14961)

9:30 AM - 11:30 AM EDT

Webcast


2 CPE Credits in SK

OVERVIEW

Excel has over 500 functions that are built-in and ready to use. You just have to figure out which one to use and when.

DESIGNED FOR

All Excel users who want to become Excel Formula Experts

BENEFITS

After completing this class you will have the ability to...

  • Create complex lookup formulas
  • Use the INDIRECT function to speed worksheet creation
  • Use ERROR checking functions in calculations

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Performing advanced searching & data retrieval with LOOKUP, INDEX & MATCH functions
  • Speeding up worksheet creation with the INDIRECT function
  • Testing conditions with the LOGICAL functions (IF, AND, OR, NOT)
  • Using ERROR checking functions

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.