15EXCEL: Excel Tips, Tricks and Techniques for Accountants

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

Wednesday, September 23, 2015
8:30am - 4:30pm Central Time
8 CPE (8 technical)
Minnesota Society of CPAs, Bloomington

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 necessities, 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, autocorrect, 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, quick access toolbar, Excel options, templates, custom themes and more
• Formula-building -- absolute vs. relative cell references, formula bar, date calculations, splitting and combining text strings, text-to-columns wizard, defined names, circular references, VLOOKUPs, HLOOKUPs, and more
• Three-dimensional workbooks -- linking data from multiple workbooks; creating, updating and fixing links; combining single-sheet workbooks; creating sum-through formulas and rolling reports; and more
• Printing -- adjusting settings, using the camera feature to create report forms, working with custom views to 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

Standard Member Fee	$299.00
Standard Nonmember Fee	$349.00