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Advanced Excel

When
Aug. 26
8:00 a.m. - 4:00 p.m.

Where
Regional Learning Alliance
Cranberry - Map it

CPE Credits
4-A&A; 4-Other

Details

 Pricing

PICPA Member: $299 | Nonmember: $399

CLE Credit Add-On: $50


 More Information

Course No.
624000
Level
Advanced
Prerequisites
Experience with Excel

Description

 

Learn Excel skills in six key areas: collaborate with other users and secure workbooks; use tables to analyze and report data; integrate and manipulate data from external sources; create and audit complex formulas; use advanced data analysis tools; and analyze and communicate information using visualization techniques.

Highlights

  • Secure sensitive information
  • Dynamic data ranges, structured reference formulas
  • Import and link data from external sources
  • Power Query and other cleanup tools
  • Advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR
  • Data tables, subtotals, slicers, filters, and PivotTables


Speaker(s)

Steven M. Phelan, CPA.CITP

Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma.  Areas of practice include taxation, general accounting and technology consulting.  He is both a Certified Public Accountant and Certified Information Technology Professional and received his Bachelor of Accountancy degree from the University of Oklahoma.  He also holds several vendor specific software certifications.

Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs.  Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee, and is currently a member of the Taxation Committee.   Recently, Steven was selected as a 2012 Trailblazer, an OSCPA member who is under 40, recognizing innovation, professional dedication and community commitment.  He also received the OSCPA President’s Award for his work with the New CPA Committee.  Steven is also active in the Mustang, Oklahoma community serving as Treasurer for Friends of the Mustang Public Library, Inc.

Mr. Phelan is a frequent speaker at seminars and conferences sponsored by the OSCPA and other local and state organizations.  Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics.  Session topics include computer software titles, such as Excel and QuickBooks as well as covering a variety of general technology topics. 

Steven has written a number of technology related articles for state and national publications.  He is a frequent contributor to CPA Practice Advisor where he reviews tax and accounting related software solutions.


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