April 1, 2024


4 Total CPE Credits


Webinar (CA): K2's Introduction to Excel Macros

  • Instructor

    Thomas Stephens, Jr

Learning Objectives

• Create a macro in Excel using the Macro Recorder tool
• Manage the fundamental elements of macros in Excel, including accessing macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros and macro security
• Identify the usefulness of the Macro Recorder and list four critical limitations of the Macro Recorder; additionally, modify Excel's Quick Access Toolbar and the Ribbon to provide shortcuts to macros
• List the nine essential elements of macros written using Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes
• Create variables in macros and identify the purpose of branching and conditional logic routines such as IF/THEN/ELSE, DO/WHILE and CASE

Major Topics

• Getting started with Excel macros by using the Macro Recorder
• Fundamentals of writing VBA code
• Saving and sharing macros
• Getting started with User-Defined Functions

CPE Credits Available

Total CPE
Computer Software & Applications

Things to Know About This Course

Course Level

  • Basic



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Business professionals seeking to extend Excel’s functionality with simple yet highly effective macros


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
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