Excel Advanced Database Features

Accounting Education Institute and Jim Colville, CPA have teamed together to present a series of Excel classes due to a renewed interest in advanced topics such as Vlookup, Pivot Tables and other features that enhance our work. Many user realize that they need guidance or training to keep them on the right track and to be able to get their work done on time. Join us for the second session in this series.

When: Saturday, August 20th - 9:00 a.m. - 1:00 p.m.       Where: Crown Plaza Hotel, Mission Valley. Directions

You will learn:

• Overlooked basics, simplified
• VLOOKUP function;
• Pivot Tables
• Conditional math; COUNTIF and SUMIF
• List Comparison, highlight changes
• Date arithmetic, beyond the basics
• Save time using functions beyond the basics with POWER
• Learn the concept of Zero Time Reporting
• Enhance your existing knowledge
• Learn what's missing in your daily work...resulting in time savings
• The exercises will be done using Excel 2007 and 2010. Some reference will be made to Excel 2003.

What do we mean by Zero Time Reporting? Many times we have a substantially completed Excel project and report. Then new data come in or there' last minute revisions.

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About Jim Colville

Jim has over 30 years experience as a CPA offering traditional CPA services. A key segment of his practice is working with both simple and complex data sets. He understands data flow and how to make the most of it using both high-end software and off-the-shelf, end-user software. He has been working with data warehousing and business intelligence long before the terms became common language.

Jim has developed a wide variety of powerful Excel-based financial statement and tax programs and has been doing so since the first version of Lotus 1-2-3. He believes that programs such as Excel, when used properly, can be extremely valuable tools and huge time savers.

His design philosophy is "zero time": once the data is entered, the reports are "done".

 

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About Accounting Education Institute

"At last, an organization and instructors that can explain these topics and complex matters in a manner that I can understand."

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Who is AEI?

Accounting Education Institute (AEI) was originally formed by Jim Colville, CPA to provide accounting and finance education to the business community. The mission quickly changed by adding the academic and the expanded business community. When done, AEI will be a partnership of efforts of AEI, the local universities, CPA firms and company sponsors and others with a common goal. This will be accomplished by involving the partners in several different ways:

Universities - Students will help with the planning and organization of the events with the objectives of getting them involved directly with businesses in the community, understanding real world topics and issues, and for AEI to provide  support to the universities and students by contributing event profits to the scholarship funds and/or directly to qualifying students.

CPA firms and companies - They will help by providing us with relevant topics and issues as the basis for events or the individual topics in an event. Part of our mission is to use professionals as speakers that are active in their profession. Many of these will come from these entities. Financial support may be provided by some of these companies.

 

Jim Colville's experiences as a CPA make him uniquely qualified to form an education company. He has extensive experience in auditing, financial statements, business income tax, individual income tax, fraud, forensic accounting in addition to his CPA firm providing seminars to the professionals in the San Diego business community.

Jim Colville, CPA, CFE

Accounting Education Institute is the official organizer and provider of Accounting Day
AccountingDay.org










A related educational site, Eldercare Education Institute

 

 

 

 

 

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