April 3, 2025

Webcast Replay

2 CPE

Excel - Advanced Financial and Statistical Calculations

April 3, 2025
Webcast Replay
2 CPE

Excel - Advanced Financial and Statistical Calculations

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    Instructor

    Bryan
    Smith

    View Bio

    Bryan Smith, CPA.CITP, CISA

    Bio

    Bryan L. Smith, CPA.CITP, CISA

    Bryan is an author and top-rated presenter of numerous courses on technology related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and professional service organizations. He focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity and enhance client services and increase profitability. 

    Professional Experience and Credentials

    • Past Chair, MACPA Information Technology Task Force
    • Master of Science in Information Assurance
    • Past Member, AICPA CITP Credential Committee
    • Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
    • Past Chair, MACPA Leadership Task Force
    • Regional Director in charge of mid-market technology services for top 10 accounting firm
    • Executive Manager of top 100 firm serving as Regional Director of consulting and IT  audit services
    • Former Senior Manager of top 100 firm responsible for developing and leading IT consulting services group
    • Certified Information System Auditor (CISA)
    • Member of the Information System Audit and Control Association
    • Extensive experience in leading world class organizations through mission critical IT systems deployment
Improve efficiency with these powerful functions (bold) 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 Financial, Statistical and Math functions. -In the Financial functions section, you will learn how to use the financial functions to build better amortization schedules. -In the Statistical and Math functions sections, you will learn how to use various statistical functions to analyze your data. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Learning Objectives

  • Choose complex amortization schedules
  • Use math functions to make SUM functions more accurate
  • Analyze data using the statistical functions

Major Topics

· Best practices for creating amortization schedules and calculating annual interest payments -Calculating and summarizing data with SUMIF and SUBTOTAL functions -Using statistical functions to analyze data

CPE Credits Available

2 CPE
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Industry
  • Pracitioner
  • Pracitioner's
  • Pracitioners
  • Technology

Prerequisites

Basic Excel knowledge

Advanced Preparation

None

Intended Audience

· All accounting and finance professionals -Anyone who wants to become an expert in using Excel functions and formulas

Provider

AICPA

This event has ended.