Ep.61: Mastering Excel for Career Success

CPA CAREER PATHS

Welcome to Episode 61 of our podcast!

I'm Rosey Flaherty, and today I’m joined by Excel expert Jeff Lenning. In this episode, we explore top Excel tips for accounting and finance professionals, covering functions like conditional formatting, SUMIFS, pivot tables, and Power Query. Jeff also discusses how AI tools, such as ChatGPT and Excel’s Co-Pilot, are changing the game while still emphasizing the importance of mastering core Excel skills. If you're ready to take your Excel skills to the next level, this episode is packed with valuable insights!

This episode is proudly sponsored by Chapman University's Argyros College of Business and Economics, located in sunny Southern California. Learn more and apply today at Chapman.edu/MSA.

💡 In this episode, you’ll discover:
00:00 - Hook + Sponsor Ad

01:22 - Mastering Excel Functions
Jeff shares practical tips on Excel’s key functions like conditional formatting, SUMIFS, pivot tables, and Power Query.

04:08 - Leveraging AI Tools in Excel
We discuss how AI tools like ChatGPT and Excel’s Co-Pilot are transforming the way we use Excel, and why core skills are still essential.

05:55 - Why Excel Skills Are Still Essential in the Age of AI
Jeff explains why Excel remains a vital tool for professionals, even with AI advancements.

08:05 - The Role of Excel in Jeff’s Career
Jeff talks about how Excel played a critical role in his career and continues to be an essential skill in his work.

09:40 - How to Stand Out in Excel Training
Practical tips on how you can make your Excel skills stand out in your career.

12:26 - The Value of NASBA Approval in Excel Training
Learn why NASBA approval is important for Excel courses and how it adds value to your professional development.

14:30 - Career Uncertainty for Accounting Students
Jeff discusses challenges accounting students face and how mastering Excel can provide an edge in the job market.

15:57 - Why Keep Your CPA License?
Advice on why maintaining a CPA license is important for long-term career growth.

17:04 - NASBA CPE Course Approval Process
A quick overview of the NASBA CPE approval process and why it matters for your career.

17:51 - Volunteering and Community Contribution – Microsoft MVP Award
Learn how Jeff earned the prestigious Microsoft MVP Award through his community involvement.

18:56 - What is the Microsoft MVP Award?
Find out more about the Microsoft MVP Award and what it means for professionals in Excel and other fields.

20:15 - Jeff’s Hobbies and Personal Goals
A personal look at Jeff’s life outside of work, including his hobbies and professional aspirations.

23:02 - Passion vs. Pressure – Surviving Busy Season
Jeff talks about balancing passion with the pressures of busy season and staying motivated.

26:42 - The Reality of Producing Videos
A behind-the-scenes look at the challenges and joys of producing educational videos.

28:54 - Final Thoughts and Advice for Students and Young Professionals
Jeff offers advice on how students and young professionals can succeed in the accounting field, with a focus on mastering Excel.

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