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Use Excel and Power BI to prove the effectiveness of your collections process and optimize your AR strategy.
This course provides a practical framework for evaluating the performance of third-party collections agencies using accounts receivable data. It covers the calculation of Days Sales Outstanding (DSO) and the creation of distribution-based reports to monitor invoice aging. Participants will learn to transform raw invoice data using Power Query, build data models, and develop visualizations including histograms and box plots. The content emphasizes a data-driven approach to decision-making, enabling professionals to objectively assess whether collection efforts are improving payment timelines.
CPA and Microsoft Certified Trainer
In his live CPE training sessions, Jeff Lenning CPA 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.