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The Young CPA Success Show

The Best Excel Training Strategies for Young CPAs with Jeff Lenning

Oct 21, 2024
Jeff Lenning is an expert in Excel training who previously worked at Arthur Anderson and now helps accounting professionals at Summit Virtual CFO. He discusses the critical need for Excel proficiency among young CPAs, citing gaps in college education. Personal anecdotes reveal how mastering Excel transformed his work efficiency and family life. He promotes comprehensive training programs and highlights innovative uses of Excel in modern accounting. Lenning also touches on AI's role in enhancing Excel user experience and the importance of balancing professional skills with personal well-being.
41:39

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Many young CPAs struggle with Excel due to insufficient training in college, highlighting a significant skills gap in the workplace.
  • The integration of AI in Excel is revolutionizing accounting practices, enabling users to automate tasks and enhance productivity remarkably.

Deep dives

The Gap in Excel Training for Accounting Professionals

Many young accounting professionals feel unprepared for the demand for Excel skills in the workplace, as college education often lacks sufficient training in this area. Employers have noted that graduates frequently struggle with Excel, leading to a notable skills gap. Some professors teach accounting but acknowledge their own limitations with Excel, prompting them to direct students to specialized Excel courses to improve their job readiness. Excel proficiency has become a crucial differentiator in interviews and early career success, underscoring the importance of robust training in this essential tool.

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