21WC-0071: K2's Excel Financial Reporting and Analysis (Webinar)

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

Wednesday, April 21, 2021
7:00am - 2:30pm Central Time
8 CPE (8 technical)

Excel is a powerful tool for analyzing financial data and preparing financial reports. Learn to deliver accounting and financial solutions in critical areas; formatting reports and financial statements using advanced techniques; assembling and printing reports and schedules; and using templates to automate reporting processes. Take advantage of options for consolidating financial data from multiple sources, creating Excel visualizations to improve reader's comprehension of financial information, and advanced data analysis techniques such as PivotTables connected in real-time to an accounting database.Excel contains reporting and analysis features and functions unknown to many users. Uncover these tools to prepare computationally accurate and aesthetically pleasing reports; in far less time than you might imagine possible.

Major subjects

• Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports
• Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
• Excel's default templates and templates for financial reporting and analysis
• Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables
• Consolidating data in Excel

Learning objective(s)

• Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
• Identify opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
• Differentiate between Excel's default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
• Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysis
• List and apply four techniques for consolidating data in Excel
• Create visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable

Who should take this program?

Accounting and financial professionals desiring more knowledge in using Excel for financial statement preparation and analysis

Fees

Standard Member Fee	$295.00
Standard Nonmember Fee	$400.00