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Live Webinar

90-minute live streaming program
  • May 4
  • 12:00 - 1:30 pm EST

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Audio & Reference Manual

Microsoft Excel® Guide for Inventory Management

May 4

Learn to track your organization's inventory with customized spreadsheets that make data analysis a breeze.

Many COOs, controllers, accountants, and purchasing managers who are responsible for inventory security and recordkeeping often are not trained in spreadsheet techniques that are available to streamline those processes. Inventory records are sometimes maintained in multiple disparate databases, inviting time-consuming complexity stemming from data that must be checked manually because it doesn't match up with other databases. Additionally, a lack of naming uniformity, item code character meaning, and informative tagging leaves question marks when it comes to inventory control and sales trends, which can leave purchasing managers in the dark as far as reorder points. This topic helps different inventory professionals to see firsthand both the sowing (setup) and reaping (lightning-quick analysis and insights) of world-class spreadsheeting for inventory items.

Learning Objectives

- You will be able to define custom tags that make sense for your inventory items.

- You will be able to describe inventory items as members of a database.

- You will be able to recognize how a database of inventory items leads to strong controls and insights.

- You will be able to review the quality of inventory data as well as more easily compare the physical count to what is shown in your records.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Data Setup
  • Database Thinking
  • Item Codes
  • BOM for Manufactured Goods
  • Attribute Tags
Control Techniques
  • Inventory Count
  • Code-Based Analysis
  • Tag-Based Analysis
Quality Control of Data
  • Ties to General Ledger System
  • Single Source of Data
  • Linked Spreadsheets
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • ISM 1.5
     
  • Participants who successfully complete this program will receive 1.5 hours of continuing education. They may be applied toward ISM CPSM, CPSD or C.P.M. recertification. ISM's consent to approve hours for this educational event is not an endorsement of this program or its content by ISM.
     
  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: basic knowledge of purchasing contracts. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     
  • Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.8 hours of continuing professional education.
     

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for purchasing managers, material managers, presidents, vice presidents, business owners and managers, CFOs, controllers, accountants, contract administrators and buyers.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jaime Campbell, CPA, MBA

Jaime Campbell, CPA, MBA

Tier One Services, LLC

  • Partner in the firm of Tier One Services, LLC
  • Practice emphasizes all aspects of internal accounting activities for $1M to $10M for-profit and not-for-profit organizations
  • Conducts regular seminars and workshops on Excel, QuickBooks, financial statements, and cash flow forecasts
  • Author of several publications related to the areas of Excel, QuickBooks, and other accounting technology and policies
  • M.B.A. degree in professional accounting, Rutgers Business School; Bachelor of music education, Florida State University
  • Member of AICPA, NJSCPA, NCACPA, FICPA
  • Can be contacted at [email protected], (704) 837-0185, on Twitter® @jcampbellcpa, www.facebook.com/jcampbellcpa or www.linkedin.com/in/jcampbellcpa
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 402059
Published 2017, 2018
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