21SR-0014: K2's Excel Tips, Tricks and Techniques for Accountants (Virtual)

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

Wednesday, July 14, 2021
8:30am - 4:00pm Central Time
8 CPE (4 technical, 4 non-technical)

Whether you're an Excel novice or a pro, this course will unveil effective ways to use it more accurately and productively. Explore countless tips, tricks and techniques to improve your productivity, reduce the amount of time you spend on mundane tasks (like formatting) and customize Excel for greater accuracy and efficiency. Walk through real-world applications focused on accounting situations and come away with new approaches you'll want to implement immediately.

Major subjects

• Productivity-enhancing features -- freeze panes, split windows, autocorrect, paste special and more
• Formatting tools -- multiline column headings, custom date and number formats, the accounting format and conditional formatting
• Customization tips -- ribbon, quick access toolbar, templates and more
• Formula-building tools -- VLOOKUP, HLOOKUP, text manipulation, conditional calculations and circular references
• How to link data across multiple worksheets and workbooks
• How to update and manage your linked data, create sum-through formulas and build rolling reports
• Streamlining Excel-based reports -- print settings, camera feature and custom views

Learning objective(s)

• Apply productivity-enhancing Excel features in various situations
• Implement tools and techniques for formatting data
• Customize Excel’s user environment to increase efficiency and productivity
• Use various formula-building tools to create formulas more efficiently
• Link data across multiple Excel worksheets and workbooks
• Implement procedures for producing Excel-based reports

Who should take this program?

CPAs, accountants and financial professionals who want to use Excel more efficiently and effectively

Fees

Standard Member Fee	$325.00
Standard Nonmember Fee	$375.00