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Master workbook loops, dynamic settings, and automated file management to push changes across your entire budget portfolio.
This course provides a technical approach to managing and updating multiple Excel workbooks simultaneously using VBA. It covers the mechanics of looping through workbook collections, implementing user-defined settings via worksheet cells, and automating common tasks like data validation, autofill, and status bar updates.
The content focuses on building scalable, maintainable automation scripts that allow for consistent changes across large sets of files, including techniques for adding or deleting accounts and managing worksheet protection. Participants will learn how to transition from manual, error-prone processes to scripted solutions that handle complex updates across entire directories.
Topics Covered:
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.