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Webinar

Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

Wednesday, April 30, 2025
1-3 p.m. Central
2 CPE (2 technical)

Course code: 25WI-0046
View pricing

Online registration is not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.


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 webcast 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 webcast 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 webcast, 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 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.

Major subjects

  • Increasing efficiency using Excel
  • Different date functions in Excel

Learning objectives

  • 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 take this program?

  • n/a

Pricing

Standard Member Fee $118.00
checkmark Standard Nonmember Fee $142.00

MNCPA members save $24.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $142.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Online registration is not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.

More program information

Instructor Jeff Lenning, CPA, CITP
Location Online
Area
of study
Information technology
Field(s)
of study
Specialized Knowledge - Technical (2.0)
Level Intermediate
Format Group Internet Based
Sponsor AICPA
NASBA ID#: 112891
Prerequisites Prereq. working knowledge of Excel
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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