Live Replay WebinarIntermediate level

K2's Excel Tips, Tricks, and Techniques for Accountants

Name: K2's Excel Tips, Tricks, and Techniques for Accountants
Price: 200.00 USD
Availability: InStock
Rating: 4.89 (27 reviews)

★★★★★ 4.9 · 27 attendee ratings

Excel is the go-to tool for accountants when it comes to analyzing and reporting financial data. However, many professionals still rely on time-consuming and error-prone methods for everyday tasks. Whether you're a beginner or an experienced user, our course is designed to help you master Excel and transform your workflows. In this course, you'll discover a trove of tips, tricks, and techniques to boost your productivity and streamline your tasks. Say goodbye to mundane formatting and hello to customized Excel solutions that enhance accuracy and efficiency. You'll also learn how to build powerful formulas, link Excel data from various sources, and simplify report generation and printing processes. Our expert K2 instructors will guide you through the program with practical, real-world examples, ensuring you grasp the key concepts and apply them effectively. With over twenty-five years of experience in delivering top-notch spreadsheet training to accounting and financial professionals, we guarantee that the insights and guidance you receive will be both relevant and invaluable. Join us and elevate your Excel skills to new levels. Don't miss out on this opportunity to work smarter, not harder!

CPE Credits8

Length6h 40m

Field of Study Accounting, Accounting

Instructor K2 Enterprises

Learning objectives

Upon completing this course, you should be able to:

Choose appropriate tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
Identify options for customizing Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
Use various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
Compare options for summarizing and analyzing data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

Major topics

Fundamental Excel techniques all accounting and financial professionals should know and use Creating date-based calculations in Excel How to create Excel templates Key options you should enable in Excel Linking data in Excel

Who this is for

Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

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 (4 Accounting · 4 Computer Software and Applications)
Field of study: Accounting, Accounting
Program level: Intermediate
Delivery method: Group Internet Based
Prerequisites: Fundamental knowledge of Microsoft Excel
Advance preparation: None
Length: 6h 40m
Course number: 23s-exl
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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