K2's Advanced Excel


Space is available, but online registration has closed. Please call 952-831-2707 to register.

Date Thursday, October 17, 2019
Time 8:30am - 4:30pm
Central Time
Location Minnesota Society of CPAs
1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
Map & directions
CPE credits CPE 8.0
of study
Computer Software & Applications - Non-Technical (4.0)
Accounting - Technical (4.0)
Instructor Thomas Stephens, CPA.CITP, CGMA
K2 Enterprises
Standard member fee $325.00
checkmarkStandard nonmember fee $375.00

Members: Please log in to receive member fee.


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.

Who should take this program?

CPAs and business professionals who work with Excel 2007 or newer

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


Course code Code AEXCEL
Sponsor MNCPA
NASBA ID#: 139884
Level Advanced
Format Group Live
Prerequisites Prereq. Experience with Excel 2007 or newer recommended.