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21WC-0054: K2's Excel Tips Tricks and Techniques for Accountants (Webinar)

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

Monday, April 19, 2021
8:00am - 3:30pm Central Time
8 CPE (8 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. Learn efficient and effective ways to work with Excel, including countless tips, tricks, and techniques to improve your productivity, reduce time spent on mundane tasks, and customize Excel for accuracy and efficiency. Gain skills like formula-building, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing.Your K2 instructor will reinforce key points with practical, real-world examples to improve your understanding and comprehension. Drawing on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals to assure you receive only the most relevant and useful information and guidance.

Major subjects

  • Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special
  • Formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  • Ribbon and the Quick Access Toolbar, adjust Excel's Options to improve efficiency
  • Formula building tools
  • Link data across multiple Excel worksheets and workbooks
  • Excel-based reports

Learning objective(s)

  • Identify situations in which various Excel features can increase productivity and apply each of these techniques in context, such as Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special.
  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting.
  • 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.
  • Utilize various formula building tools to create formulas more efficiently and create various types of formulas, including formulas, to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references.
  • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports.
  • Implement procedures for producing Excel-based reports, including adjusting print settings, using the Camera feature to create report forms, and working with Custom Views to automate print settings.

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 $400.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $295.00
checkmark Standard Nonmember Fee $400.00

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 (8.0)
Level Intermediate
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. Fundamental knowledge of Microsoft Office Excel 2007 or newer.
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.