Online Seminar

Advanced Excel for Planning and Accounting

NOV 01 - Nov 02, 2023



NOV 01 - NOV 02



8:30 AM - 12:30 PM




7.5 Hours


0 Hours


Registration open until

Oct 27, 2023



This course has shifted online into two, half-day sessions.

  • November 1, 2023, 8:30am - 12:30pm
  • November 2, 2023, 8:30am - 12:30pm
  • This seminar is aimed at exposing participants to advanced techniques in building spreadsheets to be used in the planning and accounting process. Participants will work hands-on along with the facilitator on a practice data-file with supplied examples and learn techniques in managing and consolidating data, and in constructing powerful formulas including tier-based lookups. Participants will also work on examples that bring out the power of Pivot Tables in managing data and reports, examine techniques for representing accounting data effectively, discover tips and tricks to link data and build formulas spanning multiple sheets quickly, and many other tips and tricks to enhance output and increase productivity.


    • Techniques in consolidating data including the Data Consolidation feature; Sum vertically with 3-D referencing
    • Using the power of custom number formats to ensure reporting of data in professional ways while maintaining the integrity of data and avoiding having to reconcile rounding-off errors
    • Learn key concepts of building spreadsheets for use in an organizational setting – protecting sheets, and good practices in spreadsheet development
    • Use the powerful Name Range feature for creating formulas with ease and explore advanced techniques in using Names in formulas
    • Explore how lookup based formulas can be used for tier-based calculations like tax tables or commission structures
    • Learn how to create dynamic datasets that are self-expanding and automatically include new data into downstream analysis
    • Use Pivot Tables with Excel data or link to external data with Slicers for creating various finance or accounting related reports (includes techniques for version 2013+)
    • Tips and Tricks – Shortcuts, Auto-outlines, reporting tricks, more…


    This seminar is designed for those who are involved in making budgets, plans, recurrent reports, or whose work involves consolidating data, tier-based calculations, and reporting data.


    $335.00 Personal Passport

    $359.00 Organization Passport

    $479.00 Member

    $479.00 Student

    $575.00 Public

    Status: Registration open until Oct 27, 2023




    Paul Mascarenhas, BSc. MBA., President of Avancer Learning Inc., is a specialist in Strategic Analysis, and Communications. Paul has conducted his much sought after brand of hands-on IT Skills workshops, to globally renowned names as the Canadian Forces, Canadian Tire, Carlson Wagonlit, SKF Bearings (I) Ltd, CGI Inc, Colgate Palmolive GSSO, Tetra Pak (I), ICICI Prudential, to name a few.


    • This is a hands-on workshop and to be able to follow along, participants will need to bring their laptop computers with a working copy of Microsoft Excel. Microsoft Excel for PC, Version 2013 or Version 2016/Office 365 will be used in the demonstration of techniques of this workshop. Participants may use version 2010 as well with minor loss of functionality or older versions with some loss of functionality. Starter Edition will NOT be adequate for this workshop.

    This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.

    Electronic material can be accessed one week prior to the course at and should be downloaded in advance.

    Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.