Controller Series: Technology - Must Have Excel Competencies

Course Details

Date

Thursday, June 26, 2025

11:00am – 12:00pm (Registration: 2:02am)

Location

Online

Field of Study

Technology

CPE Credit

1 hour CPE credit

Level of Knowledge

Beginning

Vendor

AICPA

Prerequisites

None

Description

Excel has long been included in the accountant's toolbox. Even though Microsoft Power BI and other big data tools such as Qlik and Tableau are becoming more important, Excel is still a "must have" tool. We cover what the accountants of today should know about Excel to improve their efficiency, access data, and gain insights into the company, industry, and economy.

Highlights

Reality of Excel use
Gartner - Magic Quadrant of tools for data analysis
Will Excel go away?
Two essential Lean principles
Misuses of Excel
APIs (Automated Program Interfaces)
Relationship between Excel and data analytics
Excel tips and tricks

Objectives

  • Identify the tools that controllers should know, such as Excel's Power Pivot and Big Data
  • Identify the relationship between Excel and Lean techniques
  • Recognize how Excel complements data analytics
  • Recall tricks and shortcuts to improve Excel use for your staff

Designed For

Aspiring leaders and leaders of teams and organizations

Course Pricing

WYOCPA Member Fee
$75.00

Non-Member Fee
$89.00

Your Price
$89.00

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