Upcoming Live Event Schedule
This course is part of an event and you must register for the associated event to participate.
Excel Extravaganza: Multi State Conference
May 7, 2024 | Seminar
Embracing Excel, AI and Ethics: Multi-State Tech Conference
December 9, 2024 | Seminar
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
Learning Objectives
- Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill
- Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – involving the passage of time
- List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles
- Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas
- Build sophisticated formulas to assist with reporting and analysis, including those that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
- Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
Course Description
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel.
This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Compliance Information
Intended Audience
Accounting and financial professionals who want to use the power of Excel in common business situations to summarize and analyze data
Advanced Preparation
None
Field of Study
Computer Software and Applications
Credits
8 Credits
Published Date
November 2, 2022
Course Authors
K2 Enterprises
All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).
Your Registration Includes:
- Course materials (video & PDF version)
- Unlimited attempts to complete exam
- Course materials (PDF & Sample Materials)
- Instant grading & certificate of completion
- One year access to complete your CPE
- Completion certificate
