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21SR-0005: K2's Advanced Excel (Virtual)

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

Wednesday, May 12, 2021
8:30am - 4:00pm Central Time
8 CPE (4 technical, 4 non-technical)

Alternate dates & more options

If you have Excel experience and you're ready to elevate your skills, this is the program for you. Learn how to apply advanced Excel skills in key areas that apply to your daily work. Look at real-world, accounting-focused examples and come away with productivity-boosting tips you can implement immediately to work more efficiently in Excel.

Major subjects

  • Collaborating with other users and securing your workbooks
  • Using advanced table features to analyze and report data
  • Integrating and manipulating data from external sources, such as Access or SQL servers
  • Creating and auditing complex formulas -- SUMPRODUCT, VLOOKUP, HLOOKUP, INDEX and more
  • Advanced data analysis tools, including Power Query, PivotTables, slicers and more
  • Techniques to analyze and communicate information with charts and other visuals

Learning objective(s)

  • 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 into Excel from external sources, including text, Access and SQL server
  • Use advanced tools, such as Power Query and various cleanup tools, to manipulate data
  • 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 to create, manipulate and customize charts for analyzing and communicating information

Who should take this program?

CPAs and business professionals who want to extend their Excel knowledge with advanced features and functions

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 Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (4.0)
Accounting - Technical (4.0)
Level Advanced
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. Experience with Excel 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.