CCPAA 2017 Excel Workshop II

CCPAA 2017 Excel Workshop II

Canadian-Chinese Professional Accountants Association (CCPAA) is going to hold an Excel Workshop on Sunday, March 19, 2017 at Fairview Mall Library.

In this class, you will learn everything you need to perform at a high level in Excel, including formula writing, combining formulas and building templates. This class will give you the tools to be a more desirable job candidate and more productive worker


Workshop Framework

? A review of basic useful short-cuts?A review of basic formula writing (including absolute & relative references)

?Intermediate and combining formulas (Vlookup, Hlookup, IF, Sumif , Index-Match, Nested-Ifs)

?Create, modify and maintain excel templates

? Accountant specific takeaways

-Example 1  Trail balance control

-Example 2  Cash/ Bank reconciliation

-Example 3  Sub-ledger maintenance

-Example 4  Expenses accruals

Speaker: Shawn Luo (CPA,CA)

Shawn Luo (CPA,CA) holds a master degree of Management and Professional Accounting from University of Toronto and a bachelor degree of Management and Organizational Studies from University of Western Ontario. Currently, he works at SGGG FSI as fund accountant, which involves high volumes of fund valuations as well as financial reporting/audit/tax responsibilities. Shawn is also in constant progress of CFA and CAIA. Besides his busy work and study life, Shawn volunteers at CCPAA, he has successfully mentored the Excel advance skills –VBA workshop last year. This time CCPAA Excel group is very honored to invite Shawn to provide Accountant Excel Bootcamp. 

Excel Workshop Volunteer

Amy/Yi Ping/ Icy/Linda/Justin

Date, Time, and Agenda

1:45 PM – 5:00 PM, March 19, 2017

1:45 pm – 2:00 pm  Registration

2:00 pm – 3:30 pm  Section 1 & Section 2

3:30 pm –3:45 pm  Break&Networking

3:45 pm –4:45 pm  Section 3

4:45 pm – 5:00 pm  Networking&Wrap up


Fairview Mall Library, 2nd Floor, Room 2

35 Fairview Mall Dr, North York, ON M2J 4S4   Free Parking

Workshop Enrolment Requirement

?To enjoy the workshop you must be familiar with Microsoft Excel.

?Because you are going to do the hands-on work, please bring your own laptop (instructors will be using Windows);

?If you’d like, we recommend bringing your own raw data, if you are interested in building a dashboard around your data. We’ll have sample data if you do not have your own (distributed before workshop).

?You need to warm-up before workshop. Please print out and review the materials sent by CCPAA Excel admin team and remember to take it with you on March 19, 2017.

?Refreshments will be provided.

?This is an interactive class; your participation and questions are encouraged!

?Language: English/Mandarin

?CPD Credit:  2.5 hours


Seat limitation & Enrolment: 30 – 35 persons



CCPAA Member:  $35/person

Non-CCPAA Member: $65 / person

CCPAA- Excel Workshop Volunteer:   $20 /person  

✴When you register, please provide your contact email address, which will be used to provide the training materials for the workshop in advance. Visit to get more information.

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July 30, 2019