24SR-P001: K2's Excel Essentials for Staff Accountants (Virtual)
Tuesday, May 7, 2024
9:00am - 4:30pm Central Time
8 CPE (8 non-technical)
Staff accountants' Excel knowledge often falls short of what's neccesary to get the job done. Struggles include summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. Gain the essential skills to maximize efficiency and accuracy when working with Excel. Explore a variety of Excel best practices surrounding pivot tables, formulas, tables, formatting and working with dates. Learn from accounting-centric examples to reinforce key learning points. This is a hand-on, laptop-friendly course with access to all demonstration files.
Major subjects
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Best practices for creating and working with Excel workbooks
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Effectively using Excel functions when creating formulas
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The importance of pivot tables in modern reporting environments
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Best practices for formatting your workbooks
Learning objective(s)
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List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles
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Use pivot tables and pivot charts to quickly summarize and present data without generating formulas
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Build sophisticated formulas to assist with reporting and analysis, including those that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
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Create tables from ranges of Excel data and identify the primary advantages of working with tables
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Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the accounting format, accounting underlines, precision as displayed, center across selection, and flash fill
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Work with date-oriented data in Excel and create calculations - such as those involving depreciation expense and interest accruals - involving the passage of time
Who should take this program?
Accounting and financial professionals who want to use the power of Excel in common business situations to summarize and analyze data
Fees
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you are a
nonmember.
If you register, you will be charged
$449.00
(Standard Nonmember Fee).
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|
Standard Member Fee |
$349.00
|
 Standard Nonmember Fee |
$449.00
|
