In this 3-course bundle, you’ll learn or brush up on critical Excel skills, including Pivot tables, VLOOKUP and SUMIF. If you’re not familiar with the “SUMIF” function, it allows a user to add with conditions, like ‘sum if values are greater than X,’ which is very helpful when reporting on employment and payroll data. Each 100-minute course is taught by Jeff Lenning, founder of Click Consulting Inc.

Webinar 1: 10 Ways to Improve Excel Workbooks

100 Minutes

In this webinar, you’ll learn about 10 simple ways to improve your Excel workbooks and make them easier to manage. Upon completion of this course, you will be able to:

  • Identify 10 simple techniques you can use to improve your Excel workbooks
  • Recognize and avoid potential errors
  • Utilize a function that builds Excel reports more efficiently than the SUM function
  • Integrate new worksheet rows into your reports and ensure they are automatically included in your formulas

Webinar 2: Reporting with Pivot Tables

100 Minutes

The PivotTable feature of Excel creates PivotTable reports that help you complete your reporting tasks faster. In this webinar, you’ll learn how to use the PivotTable feature of Excel and create reports without writing a single formula. Upon completion of this course, you’ll be able to:

  • Explain what PivotTable reports are and describe their benefits
  • Utilize Excel’s PivotTable feature
  • Create PivotTable reports quickly and confidently

Webinar 3: VLOOKUP and SUMIF Excel Functions   

100 Minutes

In this practical webinar, you’ll learn about two critical Excel functions, VLOOKUP and SUMIFS. VLOOKUP is the traditional and perhaps the most popular Excel lookup function, but SUMIFS, a relatively new function, is quickly gaining traction among Excel users. Upon successful completion of this course, you will be able to:

Identify the features of the VLOOKUP and SUMIFS Excel functions

Utilize the VLOOKUP function to return a related value

List the four arguments of the VLOOKUP function

Utilize the SUMIFS function to perform conditional summing

Recognize the arguments of the SUMIFS function

Compare and contrast VLOOKUP and SUMIFS

Faculty Member
Jeff Lenning
Click Consulting Inc.

Jeff Lenning, CPA, is the author of Excel University and founder of Click Consulting Inc., a technology consulting firm. Before that, Mr. Lenning was a senior financial analyst at Gateway computers and accounting manager at Interpore Cross International.

Credit values for your jurisdiction are for one session of this multiple session webinar.
You will receive credit for each session that you attend.

Accounting Credits

Credit Value Field of Study Format

Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. 

CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

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What is a webinar?

A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio.  You see the speaker’s slides, videos, and other presentation materials on your screen.

Can I ask questions during the webinar?

Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.

Can I attend using a tablet or smartphone?

Yes. You may attend a webinar using a computer, tablet or smartphone.

If I can’t attend a webinar live, can I view the recording later?

Yes. Shortly after each live program ends, we send all webinar registrants a link to the webinar recording. You can view the recording as many times as you like after the live webinar for up to 12 months.

What is an on-demand webinar?

An on-demand webinar is a previously recorded webinar that you may view at any time after your purchase for up to 12 months.

Can I stop a recorded webinar and start it later at the same point?

You can stop a recording and later log back in and navigate to any point in the webinar. The system will not force you to view the entire recording from start to finish.

Can I listen to recorded webinars on a tablet or smartphone?

Yes. You will be able to listen to any of our on-demand webinars on your computer, tablet, or smartphone.

Do the webinars qualify for Continuing Education Credit?

Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit.  Unlike many providers, we don’t charge you any additional fee to process your credit.  If you have specific questions, please call us at 703-372-0550 or contact us.

Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?

In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.

Will I receive a certificate of completion after the course?

Yes. A certificate of completion will automatically be uploaded to your Clear Law Institute account after completing the live or on-demand webinar.

Do I need to be a member to receive a certificate of completion?

No. An account will automatically be created for you when registering for a webinar. You will then be able to access your certificate of completion after completing a webinar.

How do I determine my states’s CLE requirements.

Please find your state listed here with instructions for calculating the number of credits in your state.

How will I submit my attendance to receive CLE credit in my state?

Please find your state listed here with instructions for confirming your CLE attendance.

How does the money-back guarantee work?

Clear Law Institute stands behind all of its courses with a no-risk, money-back guarantee. If you are not satisfied with the quality of a webinar, we will fully refund your money—no questions asked. If you purchase an annual all-access membership, you can cancel within 14 days for a full refund.

per person