March 31, 2026


Vendor Webinar


2 CPE Credits

Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation

You’ll learn Excel skills to improve information accuracy using techniques specifically for accounting professionals.

March 31, 2026
Vendor Webinar
2 CPE Credits

Excel for Accounting Professionals Session 7: Date-Driven Workbooks and Concatenation

You’ll learn Excel skills to improve information accuracy using techniques specifically for accounting professionals.

  • Instructor

    Liam
    Bastick

Learning Objectives

  • Determine the last day of the month with the EOMONTH function.
  • Use the MONTH and YEAR functions.
  • Use your own date with DATE function.
  • Use the CONCAT function.
  • Apply the use of SUMIFS with CONCAT.

Major Topics

EOMONTH MONTH and YEAR DATE CONCAT basics SUMIFS with CONCAT

CPE Credits Available

2 CPE Credits
2
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Working knowledge of Excel

Intended Audience

Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel

Provider

AICPA (Durham)

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