Excel for Professional Service Firms
DATE: September 15, 2026 | TIME: 11:00 am - 12:00 pm | CATEGORY: Accounting | CPD Credit | Microsoft
DATE: September 15, 2026
TIME: 11:00 am - 12:00 pm | CATEGORY : Accounting | CPD Credit | Microsoft
THIS PUBLIC TRAINING EVENT IS ELIGIBLE FOR 1 CPD HOUR CREDIT
Strengthen your Excel skills and work more efficiently with the formulas and analysis tools that matter most in professional practice. This session is designed for lawyers, accountants, and other professionals who work with financial data and want to improve accuracy, reporting, and decision-making. You will learn how to apply practical Excel features to real workflows, from financial calculations to scenario planning and consolidating information across multiple sources.
Learning Outcomes:
- Finance-Related Formulas:Â Apply key functions for calculations, referencing, and reporting to improve accuracy and reduce manual work.
- What-If Analysis:Â Model different scenarios to support planning, forecasting, and informed decision-making on matters and engagements.
- Consolidating Data:Â Combine information from multiple worksheets or sources into clear, reliable summaries.
- Practical Efficiency:Â Streamline recurring tasks and reporting to save time and maintain consistency across your work.
Presented By
JoLynn Rihn has been teaching Microsoft apps since they were first released. She is a Certified Trainer and Microsoft Master Instructor with over 30 years of experience. She teaches the basics to advanced features using programs like Teams, Excel, SharePoint, Outlook, ChatGPT, and more. In 1998, JoLynn founded Virtual Training Co, a professional training company that provides instructor-led online or onsite training, custom courseware development, quizzes, games, pre/post assessments, etc., for different types of businesses, including manufacturing, construction, legal, government, professional services, and more.
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