24SR-P002: K2's Excel Tips, Tricks and Techniques for Accountants (Virtual)
Wednesday, May 8, 2024
9:00am - 4:30pm Central Time
8 CPE (4 technical, 4 non-technical)
Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Discover countless tips, tricks and techniques to improve your general level of productivity, allowing you to reducing the time you spend on mundane tasks while customizing Excel for greater accuracy and efficiency. Learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and streamlining report generation and printing processes.
Major subjects
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Fundamental Excel techniques for accounting and financial professionals
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Creating date-based calculations in Excel
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How to create Excel templates
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Key options you should enable in Excel
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Linking data in Excel
Learning objective(s)
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Implement tools and techniques for formatting data in Excel, including multiline column headings, the accounting format, custom date and number formats, and conditional formatting
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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
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Use various formula-building tools to create formulas more efficiently
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Create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
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Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
Who should take this program?
Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$449.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$349.00
|
 Standard Nonmember Fee |
$449.00
|
