22SR-0009: K2's Excel Essentials for Staff Accountants (Virtual)

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

Wednesday, June 22, 2022
9:00am - 4:30pm Central Time
8 CPE (8 non-technical)

If your staff members’ Excel knowledge could use a boost, send them to this course to get specific guidance that will serve them well their entire career. They’ll come away more knowledgeable, comfortable and capable with critical Excel skills, from enhancing their data accuracy to creating more aesthetically pleasing reports. Attendees will have access to demo files and can work along with the accounting-specific examples during the program.

Major subjects

• Overview of Excel best practices
• PivotTables
• Sophisticated formulas
• Summarizing data
• Calculations for depreciation, amortization and interest
• Tables
• Formatting
• Working with dates

Learning objective(s)

• List best practices associated with creating and constructing workbooks that comply with these principles
• Use PivotTables and PivotCharts to summarize and present data quickly, without writing formulas
• Build sophisticated formulas to assist with reporting and analysis, including formulas that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT and TRIM
• Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
• Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection and Flash Fill
• Work with date-oriented data in Excel and create calculations -- such as those involving depreciation expense and interest accruals -- that involve the passage of time

Who should take this program?

Staff accounting and financial professionals who want to use the power of Excel efficiently and effectively

Fees

Standard Member Fee	$349.00
Standard Nonmember Fee	$399.00