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

 Various
 
2.0
Registration is Open
Member Price
$125.00 Regular Registration
Your Price
$149.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 07/09/2025 from 9:00 am to 11:00 am
 Wed, 07/09/2025 from 11:00 am to 1:00 pm
 Wed, 07/16/2025 from 11:00 am to 1:00 pm
 Wed, 07/16/2025 from 1:30 pm to 5:00 pm
 Mon, 10/06/2025 from 1:00 pm to 3:00 pm
 Mon, 10/06/2025 from 3:00 pm to 5:00 pm
 Tue, 10/07/2025 from 1:00 pm to 3:00 pm
 Tue, 10/07/2025 from 3:00 pm to 5:00 pm
 Mon, 12/01/2025 from 1:00 pm to 3:00 pm
 Mon, 12/01/2025 from 3:00 pm to 5:00 pm
 Tue, 12/09/2025 from 9:00 am to 11:00 am
 Tue, 12/09/2025 from 11:30 am to 3:00 pm
 Wed, 02/04/2026 from 9:00 am to 11:00 am
 Wed, 02/04/2026 from 11:00 am to 1:00 pm
 Tue, 02/10/2026 from 9:00 am to 11:00 am
 Tue, 02/10/2026 from 11:00 am to 1:00 pm
 Wed, 03/11/2026 from 9:00 am to 11:00 am
 Wed, 03/11/2026 from 11:00 am to 1:00 pm
 Tue, 03/31/2026 from 11:00 am to 1:00 am
 Tue, 03/31/2026 from 1:30 pm to 5:00 pm
 Thu, 04/02/2026 from 1:00 pm to 3:00 pm
 Thu, 04/02/2026 from 3:00 pm to 5:00 pm
 Tue, 04/14/2026 from 1:00 pm to 3:00 pm
 Tue, 04/14/2026 from 3:00 pm to 5:00 pm
Designed For:

Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel

Prerequisite:

Working knowledge of Excel

Realistic Excel training for skill development
Shifting from manual inputs to automated formulas in Excel can help enhance data efficiency. Understanding that Excel can handle date and text values broadens the potential to improve efficiency when managing data in Excel.

This webcast will focus on the following essential functions:

  • EOMONTH
  • MONTH and YEAR
  • DATE
  • CONCAT
  • SUMIFS with CONCAT

    Practical hands-on Excel learning exercises taught by a highly engaging expert
    In this webcast, you'll develop your skills and implement Excel techniques that will boost the effectiveness of conditional summing functions using comparison operators. Additionally, you'll gain in-depth knowledge of the following:
  • Adding helper columns
  • Distinguishing key function differences
  • Combining values

    *Session 7 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 8: Dynamic headers, mapping tables and error check] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-pr…) to further prepare to tackle real-world issues and build powerful workbooks.*
    Delivery Method: Individual webcast
    CPE Credit: Specialized knowledge
    Program Level: Intermediate

    This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

    • Objectives

    • Determine the last day of the month with the EOMONTH function.
    • Use the MONTH and YEAR functions.
    • Use your own date with DATE function.
    • Use the CONCAT function.
    • Apply the use of SUMIFS with CONCAT.

    Speakers

    Vendor

    The Virginia Society of CPAs (VSCPA) 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 website: NASBARegistry.org.

    For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.