MS Excel for Accountants & Bookkeepers


Date: Oct 19, 2021 - Oct 19, 2021

CPD hours: 2 Hours

Time: 10:00 - 12:00

Event Type: Webinar

Presenter: Russel Ngobeni
BAP

MS Excel has come a long way from its early days when it was typically just used for listing numbers and adding them up. It is now an advanced tool that can be used for many tasks such as data management, accounting, budgeting, forecasting, financial modelling, financial analysis, time management, task management, charts and graphs, just to name a few.

Overview   

MS Excel has come a long way from its early days when it was typically just used for listing numbers and adding them up. It is now an advanced tool that can be used for many tasks such as data management, accounting, budgeting, forecasting, financial modelling, financial analysis, time management, task management, charts and graphs, just to name a few. 

Coming as part of the Microsoft suite of apps (which nearly everyone has on their computer), all accountants and bookkeepers need to learn how to make full use of this spreadsheet program in their work.  

Join Russel Ngobeni BAP(SA) on 19 October 2021 from 10:00 a.m. to 12:00 p.m. as he shows you how you can use MS Excel in most of your daily tasks.  


Learning objectives  

By the end of this event the participant should: 

  • Understand how to perform the bookkeeping to trial balance function on MS Excel; 

  • Understand how to format MS Excel worksheets so that data processing is quicker; 

  • Understand how to use MS Excel shortcuts to fast-track data processing;  

  • Understand how to use MS Excel in budgeting and forecasting; and 

  • Be able to draft basic management reports using MS Excel. 


Content   

The webinar will cover the following topics:  

  • Data processing and management on MS Excel. 

  • Bookkeeping on MS Excel. 

  • Helpful MS Excel shortcuts. 

  • Budgeting and forecasting using MS Excel. 

  • Processing year-end tasks on MS Excel. 

  • Financial reporting using MS Excel.  


Obtaining your CPD certificate   

This webinar qualifies for 2 CPD hours with your professional body including: ACCA, SAICA, AAT, SAIPA, SAIBA, IAC, CIS, ICBA, LSSA, FPI, and the IBA. The SAAA CPD policy is compliant with IFAC IES7 and is recognised by all relevant professional bodies. 

All attendees are issued with a CPD certificate available in an online profile. 


About the presenter 

Russel Ngobeni BAP(SA) 

Russel is a registered Business Accountant in Practice through the Southern Institute for Business Accountants (SAIBA), and a registered Tax practitioner through the South African Institute of Tax Practitioners (SAIT). He holds a Bachelor of Accounting Science degree from the University of South Africa and a National Diploma in Financial Information Systems from Tshwane University of Technology. 

Russel is the founder of Shinyawani Group of Companies (Pty) Ltd.  He has won various entrepreneurial awards in the province of the Free State.  


Who should attend? 

  The following persons will benefit from attending this webinar: 

  • Practising bookkeepers and accountants.  

  • Trainee accountants. 

  • Accounting department support staff.   


Price               

  • R 475.00 - Online admission - Individual. 

  • R 950.00 - Online admission - Company. 

 

Steps to register for the event:  

If you already have a profile, login and register for the webinar. 

If you don’t have a profile, create a free profile then login and register for the webinar. 

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series). 

Click here to find out about the Technical Resource Centre & CPD Subscription options. 


Additional material 

  By attending this webinar you will be provided with: 

  • Summarised slide presentation. 

  • Reference documents and/or course material where available. 

  • You can ask questions during the webinar and you will also have access to me the presenter after the webinar. 

Save this event to your Google or Outlook calendar.


Venues & Dates

The following venues and dates are available for this event.

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