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19AEXCEL: K2's Advanced Excel

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

Thursday, October 17, 2019
8:30am - 4:30pm Central Time
8 CPE (4 technical, 4 non-technical)
Minnesota Society of CPAs, Bloomington

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You use Excel all the time, but you're not using it to its full potential if you haven't had training. In this laptop-friendly course, go to the next level and uncover advanced Excel tips and real-world examples developed by accountants, for accountants. Come away with tips you can immediately apply to improve productivity and save yourself time.

Major subjects

  • Workbook security and collaboration
  • Analyzing and reporting data with tables and data models
  • Importing, linking, integrating and manipulating data from external sources
  • Creating and auditing complex formulas
  • Advanced data analysis tools
  • Using visuals to communicate and analyze data

Learning objective(s)

  • Implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
  • Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas and the ability to relate multiple tables together into a data model
  • Import and link data to Excel from external sources, including text, Access and SQL server
  • Use advanced tools, including Power Query, to manipulate data to meet specific needs
  • Use advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV and XIRR to create and audit complex formulas
  • Analyze worksheet data using techniques such as data tables, subtotals, slicers, filters and PivotTables
  • Describe techniques used to create, manipulate and customize charts for analyzing and communicating information

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 $375.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $325.00
checkmark Standard Nonmember Fee $375.00

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
Computer Software & Applications - Non-Technical (4.0)
Accounting - Technical (4.0)
Level Advanced
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Experience with Excel 2007 or newer 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.