Excel – How to Create Accurate Spreadsheets

Online Event


Excel – How to Create Accurate Spreadsheets

Speakers: Bryan Smith, CPA, CITP, CISA; John Higgins

  • Format


  • Level


  • Duration


This webcast is designed to teach you the fundamentals of good spreadsheet design that will increase your accuracy and efficiency when creating Excel spreadsheets.

Learning outcomes

  • Design spreadsheets with greater efficiency and accuracy
  • Debug formulas and find spreadsheet errors
  • Set up spreadsheets for easy data analysis

There are no upcoming dates for this Webcast

Product information


Whether you are relatively new to the accounting industry or have been around for a number of years, there is a good chance that you are developing your Excel spreadsheets the hard way and leaving them susceptible to errors and omissions of important data. This webcast is designed to teach you the fundamentals of good spreadsheet design that will increase your accuracy and efficiency when creating Excel spreadsheets.

Some of the specific topics that will be covered include:

  • Understand the fundamentals of good Excel spreadsheet design
  • The art of building better formulas and making calculations that are more accurate
  • Learn to leverage the power of Defined Names and tables to organize and manage your source data
  • Advanced formula building and debugging
  • How to audit your spreadsheets to detect errors in formula logic
  • Best practices for setting up your spreadsheets for data analysis and reporting

Professional development

All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study: Specialized Knowledge
Prerequisites:A good understanding of Excel
Programme level:Intermediate
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy


  • Bryan Smith, CPA, CITP, CISA

    Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing.

    Qualifications and Experience:

    • Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years.
    • Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security.
    • Specialized knowledge in project management systems
    • Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan
    • Treasurer of the Microsoft Project Users Group - Michigan
    • Member of the AICPA CITP (Certified Information technology Professional) Credential Committee
    • Past Chair of the Michigan Association of CPAs Information
    • Technology Committee and Leadership Committee

  • John Higgins

    John serves as a strategic adviser to CPAs and the CPA profession in all aspects of leveraging technology. He has authored and presented CPE programs for thousands of CPAs over the past 25 years on technology and practice management issues. John is a pioneer in the development and delivery of web based CPE programs. He has presented “live” web CPE events for groups as large as 600+ participants, as well as many small groups. John assisted the Michigan Association of CPAs as an adviser in the development of their web based CPE model.

    John’s primary qualification is his passion for helping CPAs achieve greater success by leveraging technology. He has extensive knowledge and experience working with CPAs throughout the country. John resides in Rochester, Michigan with his wife Karen and their two children.

    Qualifications and Experience:

    • Actively involved in working with local, regional and national CPA firms over the past 25 years.
    • Facilitated hundreds of planning sessions and retreats to develop strategic plans, technology plans, paperless work flow design, innovative client services and more.
    • Nationally recognized speaker and author on technology issues impacting the CPA profession.
    • Monthly host of Document Management to Go (DMS2Go) pod cast sponsored by CPA Technology magazine.
    • Former national consulting partner with a top 10 CPA firm.
    • Former CEO of technology training & consulting firm.
    • Member of the AICPA Business & Industry Hall of Fame.
    • Past Chair of the Michigan Association of CPAs.
    • Past member of the AICPA Council and CPE Advisory Committee.
    • MACPA Innovative User of Technology award.