22SR-0011: K2's Excel Tips, Tricks, and Techniques for Accountants (Virtual)

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

Friday, June 24, 2022
9:00am - 4:30pm Central Time
8 CPE (4 technical, 4 non-technical)

Your reliable old friend, Excel, has tricks up its sleeve that will make your job easier, less cumbersome and more productive. Uncover helpful tips and techniques in this course, chock full of real-world, accounting-focused pointers you’ll want to start using immediately. Explore tips that will save you time with formatting, streamline your reporting processes, reduce data errors, improve your formula-building skills and much more.

Major subjects

• Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard and Paste Special
• Formatting tips -- multiline column headings, the Accounting Format, custom date and number formats and Conditional Formatting
• Customization tips to improve efficiency -- Ribbon, Quick Access Toolbar, templates and more
• Formula-building tools, manipulating text and dates, VLOOKUP, HLOOKUP, conditional calculations and circular references
• How to link data across multiple worksheets and workbooks, update links and create sum-through formulas and rolling reports
• Report tips -- print settings, Camera feature and Custom Views to automate print settings

Learning objective(s)

• Identify situations in which various Excel features can increase productivity and apply each of these techniques
• Implement tools and techniques for formatting data in Excel
• Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar
• Create and use templates to increase efficiency and productivity
• Utilize formula-building tools to create formulas more efficiently
• 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

Who should take this program?

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

Fees

Standard Member Fee	$349.00
Standard Nonmember Fee	$399.00