yossio Stephen M. Yoss, CPA
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Excel Formula’s Accountants & Financial Professionals Need to Know — course hero graphic

Excel Formula’s Accountants & Financial Professionals Need to Know

📋 Overview

Every accounting professional knows the frustration of a broken link or a lookup that fails when a new row is added. While the core mission of accounting hasn't changed, the formulas we use have undergone a revolution. This course bridges the gap between traditional spreadsheet habits and the modern "dynamic" era of Excel. We begin with a "Greatest Hits" review of the absolute minimum formulas every working professional must master to remain effective, and then quickly move into the high-efficiency world of modern logic. Participants will explore the transformative power of Dynamic Arrays and learn how formulas like XLOOKUP, FILTER, and UNIQUE are changing the way we structure workpapers. We will also examine the strategic relationship between Power Query and your formula bar, showing how to use Power Query as a clean data source that feeds cascading, self-updating dynamic formulas. This session is designed to move you beyond basic manual entry into a world of resilient, "set-it-and-forget-it" spreadsheets that work as hard as you do.

👥 Who Should Attend

Financial professionals with basic Excel knowledge who want to modernize their skills.

Prerequisites
Participants should have a working knowledge of Excel and a desire to improve spreadsheet efficiency.
Advanced Prep
No advance preparation is required.

🎯 Learning Objectives

📚 Major Topics

  1. The Greatest Hits: Essential Formulas for Every Professional
  2. Dynamic Array Mastery: FILTER, UNIQUE, and SORT
  3. Power Query Integration: Feeding Your Formulas Clean Data
  4. Modern Lookups: Moving Beyond VLOOKUP to XLOOKUP

🏷️ Topics

Excel formulas for accountantsdynamic arrays 2026Power Query and formulasXLOOKUP for CPAsExcel greatest hits formulasspreadsheet automationmodern Excel basic coursefinancial professional excel trainingcascading formulasExcel SORT and FIL
🗂️ Course Details
Course ID
436
Short Name
Excel Formulas
Created
2026-03-28
Last Updated
2026-07-27

🎤 About the author

Stephen M. Yoss, CPA

Stephen is a certified public accountant, the CEO and partner of Devmatics, LLC, a continuing education instructor for financial professionals, a professional speaker at live events, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.

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