Excel-based modeling is an important component in many budgeting, reporting, and monitoring projects. Driven by ease of use, widespread adoption, and analytical power, the Excel platform has become a cornerstone of modern business analytics. In this course, our presenters will begin with commonly used Excel functions and then introduce more sophisticated operations and analytical tools. We will review topics such as: v-lookups, h-lookups, Time-Value-of-Money operations, basic financial statement and valuation models, sensitivity analysis, basic statistical functionality and more.
Learning Objectives:
- Organize and format data in Excel
- Compare financial data
- Measure project value with Excel's NPV functionality
- Test decision-making assumptions with sensitivity analysis
| When: |
Saturday, October 18th, 2025. 9:00 am to 1:15 pm EST |
| Where: |
Your home or office |
| Speakers: |
Tom Adams, Ph.D., CPA |
| CPE Credits: |
4 Specialized Knowledge CPE |
| CLE Credits: |
4 Substantive CLE |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
|
Delivery Method:
Price:
|
Group Internet-Based
Free for members, $85 for non-members
|
The Presenters:
Tom Adams, Ph.D., is a licensed Certified Public Accountant (CPA) in Pennsylvania and a Chartered Global Management Accountant (CGMA). Prior to pursuing his Ph.D., he worked as a senior associate in the audit practice of KPMG LLP and as a senior financial analyst for Teleflex Incorporated (NYSE: TFX).
As a Ph.D. student, Adams received an Accounting Doctoral Scholars (ADS) award. His dissertation investigated changes in audit committees surrounding mergers and acquisitions and his current research focuses on shareholder activism, audit quality, auditor resignations, and group audits. He has published articles in the Journal of Accounting and Public Policy, the Journal of Futures Markets, Review of Financial Economics, the Journal of Accountancy, Practical Tax Strategies, and the Tax Insider.
About CPE/CLE:
* The ALA issues CLE credits as an accredited provider of CLE in Pennsylvania (PA CLE Provider # 5963). For additional information, please visit http://www.pacle.org/. It is the responsibility of each attorney to determine whether their state accepts CLE credits from a Pennsylvania-accredited provider. Acceptance of these credits varies by jurisdiction, and state-specific requirements may apply. Attorneys are encouraged to review their state’s CLE rules and regulations, including reciprocity policies, credit approval processes, and any submission requirements for out-of-state programs. The Accountant-Lawyer Alliance cannot guarantee CLE credit approval outside of Pennsylvania. For further guidance, please contact your state’s CLE regulatory body.
The Accountant-Lawyer Alliance, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.
