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Self-Study CPE
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Available Date(s)
Friday, October 07, 2022: 11:00AM EDT
Monday, October 17, 2022: 3:30PM EDT

Cost Free
CPE Credits 1.5 hours
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Let me ask you a question. What is your #1 most used Excel function of all time? Is it the sum function? Well, it shouldn’t be if your goal is to reduce errors in your recurring-use workbooks. We’ll explore a powerful alternative to the SUM function that allows us to perform better summing.

Let me ask you another question. When you insert new data rows, are they automatically included in your formulas? If not, you probably have errors in your workbook because the formulas don’t include everything they should.

Anticipating how your workbooks may change over time and addressing the related risks upfront can help reduce your workbook errors. In this webinar, we’ll explore three simple ways to improve the reliability of your recurring-use workbooks.


Participants of this webinar will automatically receive a complimentary subscription to the Excel University blog! After the webinar, you'll receive a welcome email with links to the resources included in the presentation. You'll be notified via email whenever I write a new Excel article or blog post, typically 2-3 per month. You can unsubscribe anytime, but I hope you'll stick around to learn more about how to use Excel.

Learning Objectives:

  • Recognize ways to reduce errors in workbooks

  • Identify how to automate workbook formulas

  • Determine ways to update workbooks and workbook formulas

  • Identify three ways to improve the reliability of your recurring-use workbooks


Jeff Lenning, CPA, CITP

Excel University
Author of Excel University
(949) 200-7688

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Award-winning instructor Jeff Lenning has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient.

Additional Materials
Supplementary Files
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides

NASBA Approved (Sponsor Id#: 111889) 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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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If you could learn Excel simply and easily at your pace and could learn the features and functions that are relevant and practical to accounting professionals – would you want to? If you are an accounting professional and have taken Excel classes before, you know the pace can be too fast or too slow, and the content may not be relevant to your work. Excel University explores relevant features that allow you to get your work done quicker, in a self-paced, fun, and engaging way. Become more efficient, streamline processes, and save time with Jeff Lenning’s Excel University. Designed by a CPA for CPAs and accounting professionals, this series covers functions you need, and skips those you don’t. The content has been written from scratch integrating everything Jeff knows about Excel training learned over the past decade of providing continuing professional education.