Seminar
Live Replay WebinarIntermediate level
K2's Excel Best Practices
★★★★★
4.8 · 17 attendee ratings
In the ever-evolving world of spreadsheets, staying ahead means mastering the latest and best techniques. Join our comprehensive program and dive deep into the best practices for creating, editing, and auditing Excel workbooks. You'll learn how to secure your workbooks, collaborate seamlessly with others, and effectively report data. Today's Excel best practices are a far cry from those of the past. This "must-see" CPE program will equip you with the knowledge to work smarter, not harder. Our course materials are packed with relevant examples to enhance your learning experience. Don't miss out on this opportunity to fully utilize Excel and elevate your skills to new heights.
Learning objectives
Upon completing this course, you should be able to:
- Distinguish critical spreadsheet design fundamentals
- Use Excel’s Table feature as a foundational component of spreadsheets
- Differentiate between the three different methods for consolidating data
- Apply four techniques for sharing an Excel workbook and collaborating with others
- Identify different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
- Differentiate between multiple techniques for securing Excel data
Major topics
Best practices associated with creating Excel workbooks, including managing workbooks
How to secure Excel workbooks
Collaboration options and best practices in Excel
Effective reporting techniques in Excel
Who this is for
Excel users who want to learn best practices for working with spreadsheets
Prerequisites: Fundamental knowledge of Microsoft Excel
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
- Demonstration & sample files ZIP
Course details
- Recommended CPE credit
- 8 — Computer Software and Applications
- Field of study
- Computer Software and Applications
- Program level
- Intermediate
- Delivery method
- Group Internet Based
- Prerequisites
- Fundamental knowledge of Microsoft Excel
- Advance preparation
- None
- Length
- 6h 40m
- Course number
- 23s-ebp
- Provider
- K2 Enterprises
CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
On its own
Live Replay Webinar
Attend the next scheduled rebroadcast — full live CPE credit · 8 credits · 6h 40m
$200
Add to Cart
As part of a multi-day event
These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.
Aug
12
Excel Power Skills for Smarter Reporting
Seminar · Aug 10–13, 2026
· Online · this course runs Aug 12, 2026 · event offers up to 24 credits
$175/day
View event
Nov
25
Final Excellence Week: Security, Automation & Insight
Seminar · Nov 23–25, 2026
· Online · this course runs Nov 25, 2026 · event offers up to 22 credits
$175/day
View event
Your instructor
K2 Enterprises
Various Speakers · Accounting Technology · ★ 4.5 instructor rating
K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology. We make every effort to maintain a high level of integrity,...
Full profile →Attendee feedback
4.8
17 attendee ratings
Attendee reviews
★★★★★
“I always enjoy Excel courses presented by Tommy. Thank you very much!”
★★★★★
“Learned some useful features of Excel. Thanks!”
Related reading from our instructors
You might also like
Seminar
Seminar
Conference
Seminar