Excel Tips and Techniques: Improve Productivity and Financial Modeling

Course Details


Thursday, September 26, 2019

3:30am – 11:00am
(Registration: 3:00am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


One-to-two years of experience using Excel (PC version, 2007, 2010 or 2013) in a work related environment.


Improve productivity and financial modeling skills with an assortment of tips, techniques, features, commands and functions. Examine practical applications of Excel key features and functionality.

A generic 3-Year business model is used to demonstrate key features covered in the course which includes a basic introduction to macros using the macro recorder. Among other items, learn the importance of the QAT (Quick Access Toolbar) and how to add/remove "buttons" from it; create dynamically linked pictures using the Camera feature; construct "Smart Text" using Concatenation; create named ranges using the Name Box; and find and eliminate links.

Note: Course format is lecture style. Laptops are not required, but are encouraged. A CD with selected demo Excel files is provided.

Formerly titled: Excel Tips and Techniques for Increased Productivity and Improved Financial Modeling: Intermediate

Materials are provided as an ebook


  • Ribbons and Quick Access toolbar
  • New Excel capabilities
  • Key features: Camera, Grouping, Filtering, Goal Seek, Sorting, Subtotaling, Data Validation, Conditional Formatting and Protection Techniques
  • Macros and the macro recorder
  • Pivot tables: Proper setup for best results
  • Financial modeling architecture best practices
  • Fraud investigation tips using Excel, including Benford's Law


  • Identify three problems caused by merging cells.
  • Determine if a cell has Text or Values, and why it's important.
  • Identify three advantages of named ranges using the Name Box.
  • Recognize the 10 steps to follow when creating a model.
  • Identify a potential fraud situation using the Histogram tool.
  • Create a macro using the macro recorder.

Designed For

CPAs, accountants and financial professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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