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19EXCEL: K2's Excel Tips, Tricks and Techniques for Accountants

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

Wednesday, June 19, 2019
8:30am - 4:30pm Central Time
8 CPE (4 technical, 4 non-technical)
Minnesota Society of CPAs, Bloomington

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If Excel is your tool of choice for analyzing and reporting financial data, formal training will help you avoid spreadsheet errors and save you time on everyday tasks. Get the guidance you need at this practical course, which is designed by accountants, for accountants. Regardless of your experience level, you'll walk away with many tips to improve your Excel productivity, make your workday more efficient and spend less time on mundane tasks.

Major subjects

  • Productivity tips and tricks
  • Data formatting essentials
  • Customizing Excel to do what you want better and faster
  • Best practices for formulas and functions
  • Linking data and three-dimensional workbooks
  • Producing and printing Excel-based reports

Learning objective(s)

  • Identify situations in which various Excel features can increase productivity and apply each of these techniques in context, such as freeze panes, split windows, selecting cells with special characteristics, autocorrect, the Office clipboard and paste special
  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the accounting format, custom date and number formats and conditional formatting
  • Customize Excel's user environment, including the ribbon and the quick access toolbar, adjust Excel's options to improve efficiency, and create and use templates to increase efficiency and productivity
  • Use formula-building tools to create formulas more efficiently and create various types of formulas to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations and formulas that contain circular references
  • Link data across multiple Excel worksheets and workbooks, update and manage links and create sum-through formulas and rolling reports
  • Implement procedures for producing Excel-based reports, including adjusting print settings, using the camera feature to create report forms and working with custom views to automate print settings

Who should take this program?

CPAs and accountants in all sectors and industries

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 Intermediate
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Fundamental knowledge of Microsoft Office 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.