Content Provider

Self-Study CPE
View Details/Register
View Details/Register


Cost Free   CPE Credits 1.5 hours   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
Course Description

Let me ask you a question…what is your #1 most used Excel function of all time? Is it…the SUM function? It shouldn’t be. 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, then 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 up front can help reduce errors in your workbook. In this webinar, we’ll explore three simple ways to improve the reliability of your recurring-use workbooks.


"Excellent webinar with 3 extremely relevant and immediately applicable tips. Presenter was energetic and kept the presentation light and fun."

"I am a CPA and somewhat advanced Excel user. This was one of the better CPE hours I have ever experienced - very useful information!"

"Handouts were great and working along with presenter really helped me know that I was understanding the material. Very hands-on. Excellent!"

"The presenter and materials was top notch. In less than an hour, he gave me new skills to work with and make my job a little easier. The overall experience was terrific!"

"It's obvious that Jeff Lenning has a great deal of knowledge about Excel and that this program was merely basic for him. It's scary to imagine what he really knows! Importantly, he has excellent teaching skills."

"This it the BEST class that I have Ever taken with CPAacademy! Jeff has very helpful Excel tips, examples. Plus he gives us access to his website where there are free articles and blogs."


Jeff Lenning CPA CITP

Excel University
Author of Excel University
(562) 430-5716


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.

Handout Materials
Presentation Slides
Additional Materials
Excel University
Online training
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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.