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14EXCEL: Excel Tips, Tricks and Techniques for Accountants

If you have questions about this event, please call us at 952-831-2707.

Tuesday, September 23, 2014
8:30am - 4:30pm Central Time
8 CPE (8 technical)
Minnesota Society of CPAs, Bloomington

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Excel is likely your tool of choice to analyze and report financial data, but have you ever received formal training? Stop wasting time and making spreadsheet errors. Get hundreds of tips, tricks and techniques to improve your Excel productivity and make your workday more efficient. Delve into six major topics tailored to the needs of CPAs like you: productivity tips, formatting essentials, customizing Excel, formula-building tricks, three-dimensional workbooks, and printing essentials. Return to your office with insights you can immediately implement, as well as helpful materials and sample data files.

Major subjects

  • Productivity -- freeze panes, split windows, date and time stamps, paste special and more
  • Formatting -- multiline column headings, accounting format, custom dates and numbers, hidden format, conditional formatting and more
  • Customizing -- ribbon, toolbar, Excel options, templates, themes and more
  • Formula-building -- formula bar, date calculations, split and combine text strings, text-to-columns wizard, defined names, circular references and more
  • Three-dimensional workbooks -- link data from multiple workbooks, create links, update links, fix broken links, rolling reports and more
  • Printing -- adjust settings, camera feature, create report forms, custom views, automate settings and more

Learning objective(s)

  • Understand Excel tips and tricks to increase efficiency, accuracy and productivity

Who should take this program?

CPAs in industry and public practice

Fees

Our records indicate you are a nonmember. If you register, you will be charged $349.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $299.00
checkmark Standard Nonmember Fee $349.00

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
Area
of study
Information technology
Field(s)
of study
Specialized Knowledge - Technical (8.0)
Level Intermediate
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Basic Excel knowledge recommended.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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If you have questions about this event, please call us at 952-831-2707.