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Tuesday, February 23, 2021 Live Webcast

Excel - Building Powerful Lookup & Reference Formulas (X3-2736469)

10:00 AM - 12:00 AM EST

Vendor Platform

2.0 CPE Credits in SK


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. In this webcast, we will focus on the Logical, Information and Lookup and Reference functions. -In the Logical function section, you will learn to perform logical tests using the IF function along with AND, OR and NOT. -In the Information function section, you will learn various ERROR checking functions that can be combined with the Logical functions. -In the Lookup and Reference section, you will learn to use the various LOOKUP functions and the INDIRECT function. Integrating functions into each and every one of your spreadsheets not only improves efficiency, it also makes your task easier to execute. Regardless of the version you are using, ALL concepts covered in this webcast apply to ALL versions of Excel.


•Use complex lookup formulas

•Use the INDIRECT function to speed worksheet creation

•Use ERROR checking functions in calculations


•Advanced search and data retrieval with LOOKUP, INDEX and MATCH functions

•Speeding up worksheet creation with the INDIRECT function

•Conditions with the LOGICAL functions (IF, AND, OR, NOT)

•ERROR checking functions




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.


$99.00 - Member

$119.00 - Nonmember

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