Part 2/2
The course is presented in four parts.
First, the course relates the earlier course of Top 5 Excel Skills to drive the concept home: Building your own “Bot” is your ticket to full automation in Excel Modeling!
Next, the course brings the topic of what is a VBA macro and let students consider when to and when NOT to build a macro.
Third, we illustrate 6 required steps to build your own report generating “Bot”, including: o Define the file path to make file path dynamic o Create a message box to communicate with users o Use For … Next … Loop for iteration
Fourth, the course illustrates 4 real cases that should NOT require building a VBA macro. These are cases from some VBA courses that are still teaching obsolete Excel skills.
Last, the course explores best practices in building VBA macros. They include: o How to activate the macro o Add notes for your codes o Add a message box
Prerequisites and Advanced Preparation ● Basic Excel knowledge ● Example: be able to open one Excel file and connect to external data files, etc.
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.
