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17AEXCEL1: K2's Advanced Excel

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

Tuesday, April 25, 2017
8:30am - 4:30pm Central Time
8 CPE (8 technical)
Minnesota Society of CPAs, Bloomington

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You use Excel every day, but you can get much more out of this program once you have the right training. In this laptop-friendly course, go to the next level and uncover advanced tips for using Excel to its full potential. Explore real-world examples developed by accountants, for accountants, in six areas: collaboration and workbook security; using tables to analyze and report data; integrating data from external sources; complex formulas; advanced data analysis tools; and visualization techniques to communicate information. Come away with tips you can immediately apply to improve productivity and save yourself time.

Major subjects

  • Best practices for securing sensitive information
  • Collaboration tips that improve accuracy and efficiency
  • How to use tables for analysis and reporting -- dynamic data ranges, structured reference formulas and data models
  • How to import and link data from external sources, including text, Access and SQL server
  • Power Query and other advanced data manipulation and cleanup tools
  • Advanced functions for creating and auditing complex formulas -- SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV and XIRR
  • How to analyze data with data tables, subtotals, slicers, filters and PivotTables
  • How to create and manipulate charts to analyze and communicate information

Learning objective(s)

  • Understand advanced features and functions in Excel to improve workbook productivity and accuracy

Who should take this program?

CPAs and business professionals who work with Excel 2007 or newer

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 Advanced
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Experience with Excel 2007 or newer recommended.
Advance
prep
Laptops are encouraged but not required.
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.