A Deep Dive into the Responsibilities of Accounts Payable Operations 1.5 CPE

Very insightful and a great learning tool for new AP team members.

This was a very informative course and enjoyed the instructor presentation and knowledge. I dont have no background in this area, however I wanted to get exposure and was surprised to see so much information on the subject matter. Will take additional courses with this instructor.

I've been using pivot tables for years and still picked up a few helpful hints in this lesson. This is a very useful session for any user.

Good overview of SOX 302, including the history, the requirements, explanations of the key components, and relation to SOX 404.

Great review of budgeting topics with some new information I hadn't heard of. Will refer to this content again.

great course with helpful insights on diversity and inclusion!

Great learning. Deeply understanding of the course. Must watch this session for better understanding.

very good introduction to power query. have not used this function in excel and found it very interesting

"I enjoyed this course a lot, great learning tools and it helped me a lot. I really appreciated the experience and I liked the method of presentation. Thanks!"

Good review of less traditional balance sheet accounts and accounting.

This course provided great real life examples of biases in the workplace

A lot of "not" questions in the exam makes it unnecessarily difficult to work through.

easy to understand, slides were good form of study guide

Presenter style was not my favorite. Would not do another course by the same person.

Good discussion but I don't think the answer for the first review question is correct.

Rob does an outstanding job of effectively teaching the Key Performance Indicators and KPI Dashboards. The course was well-structured, providing a comprehensive understanding of KPIs and their critical role in measuring and driving business performance. The content was insightful and easy to follow, with a perfect blend of theory and practical examples. The section on creating KPI dashboards was particularly valuable, offering hands-on guidance on designing and implementing effective dashboards that provide real-time insights into business performance. The instructor was knowledgeable and engaging, making complex concepts accessible and relevant. The interactive elements and practical exercises helped reinforce the learning and provided me with the confidence to apply these concepts to my own work. Overall, this course is a must for anyone looking to deepen their understanding of KPIs and enhance their ability to track and manage performance effectively. I highly recommend it!

Gives a more rigorous grounding to the ideas of different generational cohorts. Helpful for understanding workplace dynamics.

Good read and refresher on business banking terms.

I really enjoyed the content, this was my first PDF course. I think it went well.

happy to pass the exam at one time, Great and thanks you.

This was great information to have and keep in mind for your daily activities.

This course provides good information on how to construct a well rounded board and how an individual as a board candidate can find their place in an existing board.

Great course and presentation! Instructor does an excellent job at explaining ratios and analysis so that it is easily followed.

THANK YOU!!!! The course has been very helpful. I knew the practice of AP, now I have the theory. I highly recommend this course.

Great Course and tells you how to deal with situations with difficult people

What a fantastic course! This course was chock full of great tips and general ideas. Definitely a ton of "a ha" kind of moments and very helpful for those of us at the middle management level who would like to try to convince the Executive level that moving even at least to data mining would be helpful. Also, really appreciated the presenter's use of helpful visuals as well.

This course was very informative about the budgeting process. It included application to real-world budgeting issues such as the best way to budget for overitme.

Very interesting course! ..................................................................

The test questions were hard to reconcile with the videos. I really struggled with this exam.

Good reminders and the delivery was excellent. Good to go back to the basics.

it was very intersting to have the contection to the case in Canada.

I found the course to be very useful in understanding the different terminology that can be used across several departments.

Learned new items in excel I didn't know before. At age 66, wish i had known before now.

Relatable examples and concise presentation. I just wish the statistics that were verbally mentioned were also added to the PowerPoint Presentation.

i should be able to retake the final exam i should be able to retake the final exam i should be able to retake the final exam i should be able to retake the final exam i should be able to retake the final exam

The material is dense and detailed. Be prepared to read and reread to fully comprehend.

This is a good Introduction to Treasury. goes over Risks

Great class to meet state-required ethics class. Information presented was easy to understand with good examples.

Would like it to focus more on payroll, less on basic accounting concepts

This is a very interesting course that assists anyone in Accounts Payable to understand the depth of the role. The assessment is very challenging.

Good introduction to understanding the importance of cap tables.

Another great course from David Ringstrom. I always learn a lot from his excel courses. I am glad to have learned about the xlookup function. I think it is something I will be using a lot.

I like the short videos or the option to watch it as a whole

Excel files to perform examples are not attached.

Great overview for end of year, helpful for preparation and review of statements

The course covers a significant amount of material that is often uncommon such as disposal of divisions and going concern treatments. It's well done and interesting.

Liked the course. Questions on specific states laws in the quiz were a bit confusing.

This course was excellent. I learned a great deal. I appreciate courses such as this because it will help me grow within my career.

David did good job explaining the basic uses of a Pivot Table and breaking things down in steps to make the process easy to understand. I'll use this knowledge in the future in creating Pivot Tables.

Presenter is easy to listen to but, the course needs real world examples - not just reading tax brackets.

Very helpful insight about ways to make one on one meetings productive

A+ with just the right level of detail for an introduction to blockchain!

Well taught. Instructor is excited and engaging. Thank you for the course.

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Terrific insights and very applicable. I pulled out my notebook for this one.

Direct, easy to understand slides and notes make this a valuable course.

Real life examples make learning concepts so I enjoyed this course.

This course was very well organized and very informative. The course materials will be very a great resource.

The class was presented in a perfect pace for my learning style. The slides are easy to follow and great for future reference.

The course was thorough and brought to light many great points about how to effectively facilitate meetings.

The topics and presentation were very good. The test questions were poorly worded.

Broad ranging look at ethics, morality, and laws. There is enough time in the lecture to cover definitions, the difference between the concepts, a brief discussion of Jonathan Haidt's theories and the Milgram Experiment, and the personal aspect of dealing with conflicts.

it was a really good course as instructor had everything laid out in detailed slides and was very well explanated with examples.

Excellent! I really enjoyed listening to all of the real-life examples provided in this course.

Lynn did a fantastic job going through all of the details of all the changes that have come about with the new standard. Recommend to others.

I feel that this course would be helpful to other individuals needing to apply the accounting vessels to their everyday work ethics.

Very tricky and need thorough analysis of the final examination

A recent volunteer position has me dealing with a large amount of data downloads, and this course has so many good points on dealing with the various situations that I am already struggling to correct. (effective instructor...missing the training file that he typically includes) That is the only reason for my less than perfect scoring and seems to be a platform issue.

I appreciated the overall presentation. It was a little repetitive at times, but still stressed the importance of customer service.

Course is both entertaining and informative. Sanders' example organization for his sample 990 is humorous and enjoyable.

The questions on the final exam were very poorly worded.

The sound quality (changing volumes, frequently clearing throat) detracted greatly from the learning experience.

This has been the perfect course for an individual who potentially will use these AP skills. I highly recommend anyone working within financial services to obtain these certs!

Course provided good real life examples of transactions that impact the statement of cash flows. The illustrative examples were helpful in understanding the topics.

The program is well presented. I would prefer a video format to aid my learning style.

strongly recommend this information to be delivered internally to "internal" customers.

Lenny Wu's material and practice data is a step above most online courses

This course was a great review of Ethics CPAs Business.

Might be nice if there were more theory vs straight up calculations.

It's very important subject for everyone works in a Finance Department. There are some details fundamentals in this course even it's short time.

Thank you for including the example questions, I found them very helpful in understanding the course content.

The information provided in this course was presented well and provided a good overall understanding of the planning process of an audit. However, the exam itself needs to be proofread as there were several questions that were written so poorly as to make no sense of the question being asked.

Wanted a bit more information of why when C and S crop are selected, they are not 1099 eligible, even if under the LLC option, C and S are selected the same rules apply.

Professor Wu - This is second course of yours that I am taking and I am amazed of the various tricks and tips you have illustrated on sumifs and pivot tables. And yet, I am considered to be a pivot table expert! Thank you, I will continue to practise and use them for better outcomes.

Question 4 and Question 6 on the final exam are the same.

The material is structured in a systematic order, which makes it easy to follow.

The instructor provided very helpful information. He is very clear and easy to follow. The samples are practical.

The information in this course is very helpful. It was very informative & makes you aware of how you protect your data, especially electronically.

Very helpful even for frequent career excel users.

This is a very good 101 accounting course, if you have never had any accounting before it may be a bit intimidating however it is a great overview.

Enjoyed this course! Great insight into future dealings within companies.

An excellent coverage of inventory-related fraud that can be applied across a wide range of industries.

Having a calculator to practice with, embedded in the course would be most helpful

This is a tough course. Lots of good information though and lots of examples.

Ms. Fountain does a great job of explaining COSO and how it impacts Internal controls.

Really useful tips to help address common issues faced in a meeting

I would agree that the information provided was very good to know but just a lot to take in.

I liked that after each sections, an example was given.

Good Course. I would highly recommend you watch this course if it is a topic that interests you.

Helpful information about automating reports in Excel. Recommend.

This was an excellent course. The presenter was very knowledgeable and gave several helpful examples.

Excellent course. So much detail and is good reference material to have available.

This is a good tool to improve AP processes and performance in any company, I already did a list of KPIs that i need to collect in order to imporve my performance.

This course was great. It talked about the various types of culture, employee behaviors, how to recognize when culture needs a change, and how to implement it. Overall, I would recommend this course!

Jennifer speaks very clearly, which makes it easier to understand. This course covered a lot of ground.

I loved this lecture - some really great insights for how to be a better leader!

These quarterly updates never disappoint. I look forward to these and knowing I'm up to date on current accounting issues.

Basic concepts are explained for beginners and easy to undetstand.

The presentation was extremely well-ordered and seamlessly moved through teaching the facts then applying with examples of each approach.

I found this course helpful and I liked the instructor.

Good course for the various fraudulent schemes that are appearing everyday in the workplace

Everyone involved or impacted by this process flow at a company should take this course. Really nice over view and in depth view of how this process should work!

not a fan of this course. too much story telling and all over the place, hard to follow. If youre looking for a new commentary then you'll love it.

Your courses have all been so wonderful, so informational, and so thorough--in short, greatly appreciated by me! Thank you for sharing your expertise, your wealth of knowledge, your inclusion of examples! I have greatly enjoyed reading and listening to all of your lectures thus far.

Informative and easy to understand. Can't wait to use the new options!

I found the exercises within the course to be extremely helpful. I learn by doing.

I like the Mentor's sense of humor. He kept the "28 videos" moving fast enough to be interesting. Also, I appreciated the discussion of US and Canadian standards. Thank you, Blair! P.S. Yes, advertising DOES work.

Good overview of mentor-mentee programs, benefits and relationships.

This course was very helpful. I learned some neat tricks and tips for inputting data.

Great course, thank you for passing along your excel knowledge. I enjoyed the short, but thorough courses on how to really utilize the workbook.

Great general overview of the new standard. Very informative.

Segregation of duties: one of my favorite topics in audit. This is definitely a much harder concept to implement in smaller companies where staff are limited.

Great course. Very easy to follow. Great examples from the professor.

Though the material in this course was well thought out and presented, I found it distasteful and unpatriotic to include a former president, not just as an example of an amoral/immoral leader, but also the answer to an exam question. Keep your politics out of my professional learning materials...

I wish I had taken a course like this 40 years ago! I really learned most of this through experience and a passion for knowledge, but it would have helped to have this road map at the start of my career. I have learned that self-confidence gained from competence, honesty, and compassion for others helps you be a leader. Always striving to do the best for the benefit of everyone will bring you success.

This course was exceptionally well done. I especially enjoyed the use of short supporting stories and examples from the presenter's personal experiences. This was one of the most enjoyable CPE courses I have taken and I look forward to taking additional courses from this presenter! Thanks!

The information in this course is so helpful and applicable to my day job as a school accountant.

This is basic terminology within AP. Very brief and clear, i enjoyed it.

Anne Wheeler makes it very easy to follow and understand the teachings.

I think Mr. Cook is an excellent presenter. Why aren't there more written / graphic / notated materials included with the CPE? More expensive CPE products generally include a PowerPoint. More important would be a transcript which can be very valuable for busy note-takers. I'm surprised these are not made available.

The instructor was very thorough on explaining xlookup and its functionality. Furthermore, he provided detailed examples on how to overcome the constraints of vlookup, hlookup, xlookup and other formulas.

This course on automation for accounts payable specialists gives an insight to what these types of resources provide. It can help to reduce risk and increase efficiency.

I am a financial controller from a SAAS company. this course helps me get understand our industry benchmark index.

The material was explained clearly, I was surprised how simple it was to understand the lesion. Anyone who processes accounts payable will benefit from this course.

I appreciate all of the practice. Lot's of problems help to develop proficiency at speed.

Straight-forward, easy to understand. Course flowed smoothly and it was nice to be able to go back to specific areas.

if you ever have to explain basic accounting concepts to someone, this is an excellent example on how to do it - introduction of accounting to novices done perfectly - very clearly, methodically and encouragingly.

The presentation was a little dry - obvious that the presenter was just reading material.

Great content! I really learned a lot about how to apply Excel functions to financial planning & analysis.

This short course provided some great ideas and suggestions.

Good basic introduction to inventory fraud with a lot of possibilities and scenarios provided.

Excellent recap of the 5 steps of RR and solid examples of their application to learn from. Recommend this course to solidify understanding of concepts.

Excellent advice and insights. I highly recommend for any finance/accounting leader.

Other illumeo presenters should take this course! Awesome!

Great basic course to provide a basic understanding of business combinations under topic 805. Would be better if it was not a text based course but an instructor led program.

This course does not provide reference slides. It is also outdated with most information based on 2017-2018 tax years. Lastly, the final exam is riddled with typos, which makes the questions confusing.

This class was very informative, I like how they gave detailed examples to have a better understanding.

I very much enjoyed this course. I myself can get stuck in ruts in life and this just helped motivate me to set some goals for myself and to achieve them!

The content is very good, applicable, and hits on the key things every new manager should reflect on!

This is a great course. I recently start doing budget forecast for my company. I can see a lot of the similarity between this course and actual real life work. This course definitely help me to improve my understanding and the concept behind my work. I also like the few tricks that Blair shares at the end of the course.

I liked the concept of KPIs for the team, I will need to incorporate this into our process.

Did not like the slides the font was too big and did not flow. Material was ok.

Very good refresher! Must take it every few years. Very good coverage.

great content, however had to max the volume for me to hear the speaker

Great course. Stated prerequisite requirements were appropriate and sufficient. Program materials were relevant and contributed to the achievement of the learning objectives.

This course is 6 stars out of 5 - the best and most thought provoking I have taken on Illumeo. I really enjoyed the links to psychological literature, and the action-oriented strategies and recommendations to improve these Executive traits. Take this course!

All was clear and easy to follow. It will be nice to have hands on a system to do the steps manually.

Ethics is a dry topic to begin with, but the presentation videos were just reading of the slide in a very slow manner. And the Test questions were very poorly written.

Currently leading a project that is changing the day to day workflow of AP, this lesson was perfect timing in my career. Thank you!

Great course to obtain a base understanding of the statement of cashflow.

Peaked my interest and will now look to delve further into ethics law. Interesting case study of IWK.

Very useful as a practical guide and as a historical perspective (I was very involved with SOX work from the beginning until 2011, when my employer got bought by a European company).

Duplication of efforts noted in having two separate teams to setup vendors or add/edit vendors.

David documents his points very thoroughly. His notes can be used for reference later to reinforce his teaching. I highly recommend him as an instructor.

good course for refreshers on daily task I no longer do.

The answers to the exam questions are not in the slides.

I like the material a lot. It gives a brief summary of SOX and its significance in a very concise manner. This is very brief introduction to anyone who wants the first level information on SOX compliance before going into a indepth understanding.

Great Information -- conveyed in a good way that encourages wanting to know more about utilizing all aspects of Excel.

Organized and well discussed topics, easy to follow and understand.

Very good course showing many types of leadership styles and why it is important to not be just one type of leader.

I'm not a technology person, so though I understand the steps I would like to have automated, I don't understand all of the IT related stuff involved. So I wish the slides were a little less crytic and held more detail.

Very well spoken and concise summary of the major updates

GREAT GREAT GREAT GREAT GREAT GREAT GREAT GREAT GREAT COURSE

Ann is very knowledgeable in regards to AP, however, the class itself is hard to follow. I do not feel as though Ann is as engaging as other presenters.

I thought the wording used on the exam questions was somewhat unclear.

I really appreciate this course and its help in career growth and overall help in gaining knowledge in who we are, who we want to be and what our passions are.

Excellent overview about temporary differences, very useful examples and exercises

The course makes it seem like these changes would be simple when in reality this is a very high level overview.

Very insightful. I'll keep an eye out for her other content.

The course was short, simple and straight to the point.

very informational in a short amount of time. if you pause and work the examples with Blair, i think you can really learn a lot in a short amount of time.

Least favorite of my Illumeo courses thus far. Perhaps too much theory crammed into one hour with no practical examples or application discussed.

I highly recommend this course. It was probably my most favorite course thus far. The presenter was well-spoken and impactful. His stories also help to keep you interested and wanting more.

Good introduction to systems which is helpful because my company may soon be in the market for a new system

Course review is positive! Appreciate the overall format!

Great review of preparing indirect cash flow statement.

This course was very easy to follow and I gained greater insight on what type of leader I am.

Very nice - I like the course and the image of the flat file...as it is probably similar to what a lot of people are seeing.

Great material, effectively presented and well organized.

The speed of the presenter when talking was way too fast. We were learning about presenting to non financial managers and I could not keep up with the flow of information. Way too fast and way too much.

The course was easy to read and understand which lead to passing the final exam.

Good insight in personalities and leadership. Excellent explanations of human behavior

Very informative class on accounts payable and what they exactly do!!

Great course that makes me want to read more about the topic.

would have loved more examples especially on how fair value assessment.

The lectures are so much direct that anyone even not in accounting area can easily understand. So informative that you can use if you are about to start your own business. You can easily follow the instructions . I will highly recommend this course. You will learn in every minutes spend .

A very relevant course to a person moving into finance executive positions.

There is no correct answer for question #3. Can you double check this?

everything was very detailed yet simple to understand

Really helpful course with relevant information to use every day.

Very insightful and great suggestions for creating a mutually beneficial relationship between leader and subordinates.

I liked that I learned more about credit memos, non-po's. New employees changing to an accounting payables position will get the most from this course by the videos.

Simply the best instructor I have found on Illumeo. Extremely thorough, technical and practical.

Great overall review! very clear and concise. highly recommend to a new person or to someone who has been away from accounting for a while.

I really enjoyed this course. You make it fun and there was a couple of times I even laughed out loud. You kept my attention the entire time. Thank you

This has improve my excel knowledge tenfold. thank you for your well thought out plan and explanations.

Good course for insomniacs. Presenter was boring.

Interesting real life cases.

The first of half of the class was related to basic accounting concepts, when the title of the class is "Introduction to Payroll Accounting". I was hoping for the class to be more payroll focused.

Great course in understanding the IT and Finance relationship.

I like that these are actually recorded webinars and not just reading material.

Some more error rectification technique may be included in this course.

As someone who does not have a background in AP, I think the wording on one of the last slides sums up this course well. AP is more than cutting a check! This course gives a perspective of the many things that an AP department should be responsible for.

ok

Instructor was easy to understand and provided good examples in the presentation. The handouts and materials were very helpful learning tools also.

Great course for a detailed but high level introduction to basic accounting principles.

Engaging and knowledgeable presenter.

The training made me understand more of the client situation and effective ways to communicate with the customers. To address their disputes/queries efficiently.

good review material

Great class will implement the information on subtotal tomorrow will look for more of these

This course covered some seemingly basic concepts that are huge time savers if you are unaware of them.

Good finance intro

Test questions were not captured in the presentation materials.

The class was very helpful and can really help get you organized.

David is great at teaching Excel courses.

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I usually don't write reviews but in this case I will. I really enjoyed listening to this presenter. He is very knowledgeable and interesting and well worth my time taking this course. Thank you. Kim

This course is worth checking out. Like most Excel programs, it covers some items that should have been learned through regular use but is lso shows some new approaches.

Great information for someone looking to help their company develop an investment policy and manage the investment process.