May 7, 2024 – May 9, 2024

Excel Extravaganza: Multi State Conference

Stephen Yoss

Accounting, Computer Software and Applications

Earn Up to 24 CPE Credits

Event Code

24e0302

Event Type

Seminar

Event Venue

Virtual Event – Live Hero

Presentation Type

Virtual

Time Zone

America/Chicago

Provider

K2 Enterprises

Overview

Join us at the premier conference designed exclusively for accounting professionals eager to elevate their expertise in Microsoft Excel, the quintessential tool for financial management and analysis. Our carefully curated sessions, led by seasoned experts, will focus on groundbreaking methods and advanced Excel features tailored specifically to accountants’ intricate needs. Whether you are aspiring to advance your career, improve your organization’s financial systems, or stay competitive in an evolving industry, this conference is your key to becoming an Excel-savvy accountant.

Event Sessions

Tuesday, May 7, 2024

Day #1

K2’s Excel Essentials for Staff Accountants

Computer Software and Applications | 8 Credits

Stephen Yoss

09:00 AM to 04:30 PM America/Chicago

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.

Session Description Read Less

Wednesday, May 8, 2024

Day #2

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

Accounting, Computer Software and Applications | 8 Credits

Stephen Yoss

09:00 AM to 04:30 PM America/Chicago

Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.

Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.

Session Description Read Less

Thursday, May 9, 2024

Day #3

K2’s Advanced Excel

Accounting, Computer Software and Applications | 8 Credits

Stephen Yoss

09:00 AM to 04:30 PM America/Chicago

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.

The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.

Session Description Read Less

Event Instructors

Explore Stephen

Stephen Yoss

Big Bear Lake, CA

Speaker & Author, CPE Today

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

About Instructor Read Less

All of our seminars and conferences are NASBA approved according to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes: