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Courses/Office Productivity/Data Analysis & Visualization

Modern Excel: Work Faster and Smarter

Bridge the gap from legacy spreadsheets to automated, AI-driven workflows.

Created byJeff Lenning
BeginnerUpdated Jul 8, 2026
Modern Excel: Work Faster and Smarter

What You'll Learn

check_circleApply dynamic array functions to create flexible, spill-based calculations.
check_circleUtilize Excel tables and structured references to automate data management.
check_circleImplement Power Query to import, clean, and refresh external data sources.
check_circleAnalyze complex datasets using pivot tables, charts, slicers, and timelines.
check_circleLeverage AI tools like Copilot and Agent Mode to assist with formula generation and data cleaning.

About This Course

Transform your approach to data management by harnessing the power of modern Microsoft Excel. This course offers a deep dive into the latest features and advanced functionalities that are redefining how professionals interact with spreadsheets. Move beyond outdated, manual processes and explore cutting-edge tools designed to maximize productivity and minimize repetitive tasks.

The curriculum covers a broad spectrum of modern capabilities, including dynamic array formulas, next-generation lookup functions, and automated data shaping techniques. By focusing on efficient workflows, smarter formula construction, and rapid data cleanup, this comprehensive overview provides the foundational strategies necessary to accelerate data analysis, build highly responsive reports, and turn complex datasets into clear, actionable insights in a fraction of the time.

Your Instructor

Jeff Lenning
Jeff Lenning

CPA and Microsoft Certified Trainer

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star1,146 reviews

In his live CPE training sessions, Jeff Lenning CPA CITP has shown thousands of CPAs and accounting professionals across the country how to use Excel to streamline their work and become more efficient. Several publications have featured his Excel articles, including the Journal of Accountancy and California CPA Magazine. After graduating from the University of Southern California, Jeff began his career in the audit practice at Arthur Andersen’s Orange County office. He was a senior financial analyst at Gateway computers and the accounting manager at Interpore Cross International. In 2000, he founded Click Consulting Inc., a technology-consulting firm that specializes in Excel training, consulting, development, and personal coaching. He is a past president of the CalCPA OCLB Chapter, the former chair of the California CPA State Technology Committee, co-chair of the California CPA OCLB Chapter Technology Committee, a board member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. A Microsoft Office Certified Excel Expert, he is a nationally recognized speaker and trainer. He was recently recognized with the California CPA Education Foundation's Award for Instructor Excellence.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.