Learn what's happening behind the scenes in your Excel® workbook.
Excel®-based modeling and calculating are important components in many budgeting, reporting, and monitoring projects. Driven by ease of use, widespread adoption, and analytical power, the Excel® platform has become a cornerstone of modern business analytics. However, the depth and complexity of Excel®-based projects often increases the probability of formulaic errors running deep behind the scenes. In this topic, our guest speakers and Excel® experts, Jaime Campbell, CPA and Shana Wild, CPA will teach you one key process and many supporting techniques that will increase the robustness of project-based quality control efforts, from reviewing completed spreadsheets to using techniques which prevent those errors in the first place. This material is perfect for business owners and managers, supervisors, associates, administrative professionals, analysts, CFOs, controllers, bookkeepers, accountants and attorneys.
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Why Lorman?
Over 34 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
Error Trapping
Fences
Tables
How to Avoid Embarrassing Moments by Using Formulas to Make Sure Your Report Headers Always Match Your Report Data
How to Use the COUNTIF Function to Catch Structural Errors
How to Trace Precedents and Dependents to Quickly Follow the Flow of Formulas
How to Determine Where Exactly a Complicated Formula Kicks out an Error
The Watch Window
How to Increase Your Suavé by Hiding Your Secret Error Trapping Area
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Why Lorman?
Over 34 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
OnDemand Course
This course was last revised on December 5, 2018.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 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
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
- Member of AICPA, NJSCPA, NCACPA, FICPA
- M.B.A. degree in professional accounting, Rutgers Business School; Bachelor of music education, Florida State University
- Can be contacted at [email protected], 704-837-0185, on Twitter® @jcampbellcpa, www.facebook.com/jcampbellcpa, or www.linkedin.com/in/jcampbellcpa
Shana Wild, CPA, MSPA
Tier One Services, LLC
Shana Wild, CPA, MSPA, Tier One Services, LLC
- Controller Consultant with Tier One Services, LLC
- Specializes in $1M to $50M family-owned organizations
- Masters degree in Professional Accounting and B.B.A. degree, University of Wisconsin-Milwaukee
- Member of WICPA, NVCPA
- Can be contacted at [email protected], (844) 884-3766, www.facebook.com/shanaa.wild or www.linkedin.com/in/shana-w-5795a7a
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Why Lorman?
Over 34 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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