March 20, 2026

Webinar

2 CPE Credits

Webinar (CPA Crossings): Advanced Excel for Staff - Build Reports and Analyze Data🗓️

March 20, 2026
Webinar
2 CPE Credits

Webinar (CPA Crossings): Advanced Excel for Staff - Build Reports and Analyze Data🗓️

  • View Bio

    Instructor

    Bryan
    Smith

    View Bio

    Bryan Smith, CPA.CITP, CISA

    Bio

    Bryan has more than 25 years of experience as a strategic technology advisor to CPA firms and professional organizations. He is a nationally recognized author and speaker on topics that help CPAs bridge the gap between business and technology.

  • Advanced Excel for Staff
  • Build Reports and Analyze Data is a comprehensive, 2-hour course tailored for professionals looking to enhance their Microsoft Excel skills in creating reports and performing data analysis. This course bridges the gap between basic Excel functionality and the advanced techniques required for effective data-driven reports. Participants will learn to efficiently gather, organize, and structure data, apply calculations to derive key metrics, and create professional-grade reports that are both visually appealing and actionable. The course emphasizes practical application, providing participants with guidance on Excel's advanced tools and functions. By mastering workflows and best practices, learners will gain the confidence to tackle complex data challenges and streamline reporting processes. Additionally, participants will explore methods to validate and share their work, ensuring that reports are accurate, insightful, and easily communicated across teams. Whether you are tasked with preparing financial summaries, tracking performance metrics, or generating operational insights, this course will equip you with the tools to maximize Excel's potential, saving time and improving the quality of your outputs. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

  • Apply Excel workflows to build efficient and accurate data reports.
  • Analyze data sets to calculate key performance metrics and insights.
  • Utilize Excel formatting tools to structure reports for clarity and professional presentation.

Major Topics

The major topics that will be covered in this course include:

  • Building Reports Workflow: Understand the steps for creating professional and functional reports.
  • Gather and Organize Data: Learn best practices for compiling and cleaning data for accurate analysis.
  • Set Calculations and Key Metrics: Apply formulas and functions to calculate meaningful insights.
  • Format and Structure Report: Use formatting tools to create visually appealing and structured reports.
  • Review and Validate: Verify data accuracy and troubleshoot potential errors.
  • Share the Report: Learn methods for distributing reports effectively within your organization.

CPE Credits Available

2 CPE Credits
2
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology

Prerequisites

Have intermediate knowledge of Microsoft Excel and have taken Excel for Staff Level 1 and 2 (or similar).

Advanced Preparation

This webinar is produced by CPA Crossings. 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

Any Excel user that wants to maximize Excel's potential to build reports, saving time and improving the quality of your outputs.

Provider

CPA Crossings, LLC

Register For This Event

  • COCPA Member

    $ 89 89
    Join

  • COCPA Non-Member

    $ 116 116
    Your Price

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