The 10 Must Know Excel Features (Rebroadcast with Live Q&A - CPA Crossings)
Overview
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit.This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
This event will be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. |
Applicable for
Learning Objectives
After attending this presentation you will be able to ...
- Select the most appropriate Excel functions and features for specific tasks, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications.
- Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts.
- Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis.
Content
The major topics that will be covered in this class include:
- Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.
- Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.
- XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.
- SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.
- SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.
- Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.
- Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.
- Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.
- Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.
- PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.
Presenter
Bryan L. Smith, CPA.CITP, CISAWhat is CPA Crossings?
CPA Crossings is a global leader in online professional education for CPAs and other financial professionals. Established in 2001, CPA Crossings offers scheduled webinars on a range of topics including ethics, fraud, business, personal development, technology, and other fields of study. All of these courses are developed and presented by a team of 60 instructors, recognized as experts in their respective fields of study. Note that the titles from CPA Crossings comprise both live webinars and archived recordings.Webinar FAQs
What training platform will be used?
Webinars are conducted using an online conferencing and training software application called WebEx. The client software downloads automatically after you log in to your WebEx meeting and requires no additional installation. For your first webinar, please allow a few minutes for it to load.How do I get the login information?
Once you are registered online, you will receive an email confirmation listing the WebEx instructions, link and password. This email will come from sender CPA Crossings. If you do not receive this email immediately after your registration has been processed, first check your spam folder. If the link is not in this folder, call the CPA Crossings Webinar Hotline at 877.370.2220 ext. 1 for assistance.How do I hear the audio portion of my online training?
Once you click on the link to join the webinar, you will see a pop-up window to "Join teleconference”. Your first option is to use the telephone. Dial the number provided, enter the training session number and your attendee ID by phone, as provided in the pop-up window when prompted, then click OK. The second option is to join using the computer to listen to the audio through your computer speakers. Once you click that option, it will ask you to do an audio test, then prompt you to join the audio conference.How early may I login to my online training session?
Participants can join webinars up to 30 minutes before the webinar start time. If you are a first-time WebEx user, please join the session at least 15 minutes prior to start time to allow for WebEx configuration.Will I receive a certificate of completion?
A polling question will be asked approximately every 15 minutes to confirm that all participants are still in attendance. A participant must answer 70% of the polling questions in order to receive full credit for the webinar. You will receive your record of attendance via e-mail within 24 hours of completion of the webinar.
For more webinar FAQs, please visit their website here.
Disclosure Notice
In order to register you to the webinars hosted by CPA Crossings, it is necessary for CPABC to provide your name and email address to CPA Crossings. This information will be used solely for the purposes of providing you with CPA Crossings webinar(s)’ confirmations and reminders.
Please be advised that this course is hosted by a third-party education provider whose server may be located outside of Canada, so information such as the registrant's name and email address (where needed) may be stored there.
Course Dates & Registration
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BRYAN SMITH, CISA 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), he 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 has worked with multiple organizations to train and coach staff on proper data analysis techniques.- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
The 10 Must Know Excel Features (Rebroadcast with Live Q&A - CPA Crossings)
- 2
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Overview
Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit.This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
This event will be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. |
Applicable for
Learning Objectives
After attending this presentation you will be able to ...
- Select the most appropriate Excel functions and features for specific tasks, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications.
- Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts.
- Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis.
Content
The major topics that will be covered in this class include:
- Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.
- Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.
- XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.
- SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.
- SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.
- Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.
- Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.
- Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.
- Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.
- PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.
Presenter
Bryan L. Smith, CPA.CITP, CISAWhat is CPA Crossings?
CPA Crossings is a global leader in online professional education for CPAs and other financial professionals. Established in 2001, CPA Crossings offers scheduled webinars on a range of topics including ethics, fraud, business, personal development, technology, and other fields of study. All of these courses are developed and presented by a team of 60 instructors, recognized as experts in their respective fields of study. Note that the titles from CPA Crossings comprise both live webinars and archived recordings.Webinar FAQs
What training platform will be used?
Webinars are conducted using an online conferencing and training software application called WebEx. The client software downloads automatically after you log in to your WebEx meeting and requires no additional installation. For your first webinar, please allow a few minutes for it to load.How do I get the login information?
Once you are registered online, you will receive an email confirmation listing the WebEx instructions, link and password. This email will come from sender CPA Crossings. If you do not receive this email immediately after your registration has been processed, first check your spam folder. If the link is not in this folder, call the CPA Crossings Webinar Hotline at 877.370.2220 ext. 1 for assistance.How do I hear the audio portion of my online training?
Once you click on the link to join the webinar, you will see a pop-up window to "Join teleconference”. Your first option is to use the telephone. Dial the number provided, enter the training session number and your attendee ID by phone, as provided in the pop-up window when prompted, then click OK. The second option is to join using the computer to listen to the audio through your computer speakers. Once you click that option, it will ask you to do an audio test, then prompt you to join the audio conference.How early may I login to my online training session?
Participants can join webinars up to 30 minutes before the webinar start time. If you are a first-time WebEx user, please join the session at least 15 minutes prior to start time to allow for WebEx configuration.Will I receive a certificate of completion?
A polling question will be asked approximately every 15 minutes to confirm that all participants are still in attendance. A participant must answer 70% of the polling questions in order to receive full credit for the webinar. You will receive your record of attendance via e-mail within 24 hours of completion of the webinar.
For more webinar FAQs, please visit their website here.
Disclosure Notice
In order to register you to the webinars hosted by CPA Crossings, it is necessary for CPABC to provide your name and email address to CPA Crossings. This information will be used solely for the purposes of providing you with CPA Crossings webinar(s)’ confirmations and reminders.
Please be advised that this course is hosted by a third-party education provider whose server may be located outside of Canada, so information such as the registrant's name and email address (where needed) may be stored there.
Course Dates & Registration
BRYAN SMITH, CISA 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), he 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 has worked with multiple organizations to train and coach staff on proper data analysis techniques.Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.