A review for accounting and finance professionals who need to sharpen their EXCEL skills in building fully-integrated financial statements and presentations in WORD and POWERPOINT
Take your financial reporting to the next level by mastering the integration of Excel with Word and PowerPoint for seamless, automated financial narratives and presentations. Building on concepts introduced in Parts I and II—where you learned to automate financial reports in Excel—this course introduces powerful yet underused techniques to link Excel data directly to Word documents and PowerPoint slides, creating fully integrated financial reports and presentations that update automatically.
Ideal for accounting and finance professionals, this course equips you with the skills to eliminate manual updates and ensure consistency across financial statements, management reports, board decks, and investor presentations. With synchronized data and narrative, your reporting process becomes faster, more accurate, and far less error-prone.
Financial Reporting Expert
Lenny is Senior Financial Analyst at Ausenco. Lenny has over 15 years combined experience in financial planning and analysis (FP&A), financial reporting and modeling, and compliance auditing. Lenny supervises Adaptive Insights system budgeting, and is a CPA, CGA, and a Certified Adaptive Insights Professional and Certified Xero Partner. Lenny is a proponent for "One-click Reporting" for analysts and "Self-service Reporting" for executives. He has strong belief that reporting and closing should be hours rather than days or even weeks. Lenny also acted as local CPA chapter board officer and volunteered for Canada Revenue Agency as a Community Volunteer Income Tax Program consultant. Education MBA, Finance : George Washington University - SBPM (School of Business and Public Management) - [1998 to 2000]
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
