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K2’s Excel Essentials for Staff Accountants

Course - K2's Next Generation Excel Reporting

Upcoming Live Event Schedule

This course is part of an event and you must register for the associated event to participate.

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

  1. List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles
  2. Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas
  3. 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
  4. Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
  5. 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
  6. Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – involving the passage of time

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

Hammond, LA
Various Speaker, Company Tagline

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, family values, and friendship among all involved.

About Instructor Read Less

Overview

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.

Course Details

  • 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

  1. List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles
  2. Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas
  3. 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
  4. Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
  5. 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
  6. Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – involving the passage of time

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

IRS Program Number

Published Date – November 2, 2022

Revision Date

Course Authors

K2 Enterprises

Hammond, LA
Various Speaker, Company Tagline

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, family values, and friendship among all involved.

About Instructor Read Less