Aug. 18 | Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

Modern Building

Format: Webcast

Date/Time: 18 August 2017, 4pm – 6pm (BST) 

Add to Calendar 18/08/2017 04:00 PM 18/08/2017 06:00 PM Operational Exam entry opening dates CIMADD/MM/YYYY


As accounting and finance professionals try to improve efficiency, they often seek to delegate manual tasks to Excel. This implies that they are working to convert manual input cells into formula cells.

When you realise that Excel can operate on, and return, date and text values, the opportunity for efficiency greatly expands. This two-hour webcast covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison operators.

This hands-on webcast is an effective way to learn tools and techniques in Excel, since you'll be completing the same exercises demonstrated by the instructor. A link will be provided so you can download the necessary Excel files. During the session, the instructor will provide time for you to complete the exercises using your Microsoft Excel for Windows.

This course is also available on-demand: Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

Learning outcomes:

  • Determine the last day of the month with the EOMONTH function
  • Use the MONTH and YEAR functions
  • Build your own date with DATE function
  • Use the CONCATENATE function
  • Improve the use of SUMIFS with CONCATENATE

Topics discussed:

  • The EOMONTH function
  • The MONTH and YEAR functions
  • The CONCATENATE function

Estimated duration: 2 hours
Field of study: Specialised knowledge & applications
Program level: Intermediate
Prerequisites: Working knowledge of Microsoft Excel
Advance preparation: None 
Designed for: Accounting and finance professionals

Instructor: Jeff Lenning, CPA, CITP

Jeff Lenning started his career at Arthur Andersen and worked as a senior financial analyst at Gateway computers and as an accounting manager at Interpore Cross International. He is a Microsoft Office Certified Excel Expert and Microsoft Certified Trainer.

For more than 15 years, Mr. Lenning has shared his Excel expertise with thousands of accounting and finance professionals to streamline their work and increase their efficiency.

All learning resources available in the CGMA Store qualify for CPD for CIMA members. This course also offers 2 hours of CPE credit.

Access: Recording available for 90 days from air date

Note on CPE Requirements and Credits

System requirements

Member Price: £79.00

Non-Member Price: £99.00