Live Replay WebinarIntermediate level

K2's Excel Essentials for Staff Accountants

Name: K2's Excel Essentials for Staff Accountants
Price: 200.00 USD
Availability: InStock
Rating: 4.89 (9 reviews)

★★★★★ 4.9 · 9 attendee ratings

Staff accountants often face unique challenges when working with Excel, and their existing knowledge might not always meet their needs. This comprehensive eight-hour session is designed to bridge that gap and empower you with the essential skills to maximize efficiency and accuracy. Participate in this dynamic and engaging session, and you will learn how to: • Summarize data quickly and accurately • Generate stunning, professional reports • Create essential accounting calculations for depreciation, amortization, and interest We start with a quick overview of Excel best practices and dive into advanced topics like PivotTables, sophisticated formulas, Tables, formatting, and working with dates. Our course is packed with accounting-centric examples to reinforce key learning points. Plus, you'll enjoy a “laptop-friendly” environment with access to all demonstration files. This seminar is a must for all staff accountants eager to enhance their Excel skills and transform their workflow. Don't miss out on this opportunity to elevate your Excel expertise and take the first step towards mastering Excel today!

CPE Credits8

Length6h 40m

Field of Study Computer Software and Applications

Instructor K2 Enterprises

Learning objectives

Upon completing this course, you should be able to:

Identify five critical best practices associated with creating workbooks
Use PivotTables and PivotCharts to quickly summarize and present data without generating formulas
Select from functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM, when creating financially-oriented calculations in your worksheets
Use Tables from ranges of Excel data and identify the primary advantages of working with Tables
Apply formats quickly and efficiently to Excel reports and understand the importance of Styles
Use date-oriented data in Excel and create calculations involving the passage of time

Major topics

Best practices for creating and working with Excel workbooks Effectively using Excel functions when creating formulas The importance of PivotTables in modern reporting environments Best practices for formatting your workbooks

Who this is for

Accounting and financial professionals who want to use the power of Excel in everyday business situations to summarize and analyze data

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-ees
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.

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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,...

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