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CPE CREDITS: 1.5 Computer Science*
PROGRAM LEVEL: Advanced
PREREQUISITE: Must have basic excel skills. Should already know PivotTable basics: creating, adding fields, field settings, and PivotTable Options.
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LEARNING OBJECTIVES:
Sample general ledger data will be used to create an Income Statement with various calculated fields.
Objectives also include:
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Calculated Fields |
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Calculated Items |
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Differences between using Grouping and a calculated field |
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Using “Solve Order” to change how data is calculated |
Presenter:
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Kevin J. Hull, MBA |
Kevin J. Hull has a background in financial reporting, budgeting and forecasting, and database designing. He has been successfully deployed in the banking and manufacturing industries providing reconciliations, 10-Q reporting, and database development. He has successfully implemented streamlined processes for companies saving both time and money.
Prior to Relevante, Kevin worked in the credit card industry where he was the manager of the financial reporting department. He was responsible for producing executive financial reports, annual budgets, consolidated financials of 18 companies, and key metrics reporting for the operating departments. He also headed the implementation of a new financial package and streamlined processes using various database software. |
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* If you are required to have CPE credits – you must have your individual log in and participation (groups using one log in cannot be monitored and this is required by NASBA)
About Relevante Inc.
Relevante is a leading consulting practice providing Accounting & Technology Solutions to Fortune 1000 and other industry leaders. The company services clients throughout the metro markets of Philadelphia, New York and Hyderabad, India. For more information about Relevante, please visit our website at: www.relevante.com
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Relevante Inc. 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 Sponsors. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, Nashville TN 37219-2417. Telephone: 615-880-4200. Website:www.nasba.org |