Author : | Lenny Wu, CPA, CGA, MBA |
Course Length : | Pages: 22 ||| Review Questions: 5 ||| Final Exam Questions: 8 |
CPE Credits : | 1.5 |
IRS Credits : | 0 |
Price : | $21.95 |
Passing Score : | 70% |
Course Type: | Video - NASBA QAS - NASBA Registry |
Technical Designation: | NonTechnical |
Primary Subject-Field Of Study: | Computer Software & Applications - Computer Software & Applications for Course Id 1783 |
Description : | The course is presented in four parts. First, the course introduces a business case of a “system updating” model that unintentionally includes all the hurdles to prevent fast update from the financial system. The model takes a staff 3+ hour to update the Excel reports for just 1 round of changes from the system, and what’s worse, system changes are twice or three times per day! So how to design the system updating model so that we can get “instant” updates from the system to the final presentation! Next, the course will demonstrate how the author has overhauled the old model so that it:
Third, the course explains 4 ways of reporting from a Financial System, but focuses on last 2 of them:
Last, we demonstrate the 6 Dos and Don’ts in building system-updating and presentation-updating models. Some of the best practices are:
Please Note: This course’s author is working on the providing transcripts, PDFs, and slides where applicable. Unfortunately until then we will not be able to offer them with the course but felt the course was valuable enough as it is so have chosen to include it on our site. Our sincere apologies for any inconvenience and please let us know any question using the support bubble on the bottom right of all pages on our site. |
Usage Rank : | 10000 |
Release : | 2021 |
Version : | 1.0 |
Prerequisites : | |
Experience Level : | Overview |
Additional Contents : | Complete, no additional material needed. |
Additional Links : |
Improve Your Investing With Excel
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Advance Preparation : | |
Delivery Method : | QAS Self Study |
Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
Revision Date : | 01-Mar-2024 |
NASBA Course Declaration : | Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Approved Audience : | Video - NASBA QAS - NASBA Registry - 1783 |
Keywords : | Computer Software & Applications, Excel, Model, Makeover, Part 3, Reducing, Update, Time, 3 hr, 3 min, Video, cpe, cpa, online course |
Learning Objectives : |
Course Learning Objectives After this course, you will be able to:
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Course Contents : | Chapter 1 - Excel Model Makeover (Part 3): Reducing Update Time from 3 hr to 3 min Section 1: Introduction Lecture 1: Introduction Lecture 2: Real Business Case: How to Report from the System? Lecture 3: Before and After of the Makeover Lecture 4: Instructor Lecture 5: How this course is compared with “other similar courses”? Lecture 6: What you will get from this course? Section 2: How to Report from a Financial System? Lecture 7: First 2 ways of Reporting from a Financial System Lecture 8: Extracted Report from the System Lecture 9: Extracted Data from the System Lecture 10: Reporting from Financial System Wrap-up Section 3: System Reporting: 4 Best Practices Lecture 11: Best Practice No. 1 Lecture 12: Best Practice No. 2 Lecture 13: Best Practice No. 3 Lecture 14: Best Practice No. 4 Section 4: PowerPoint update: 2 Best Practices Lecture 15: Best Practice No. 5 Lecture 16: Best Practice No. 6 Lecture 17: Before and After of the Makeover - A Revisit Section 5: Bonus: VBA Lecture 18: VBA Macro Section 6: Conclusion Lecture 19: Takeaways Lecture 20: Next Course & Q&A Chapter 1 Review Questions Glossary |