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22SR-P022: K2's Introduction to Excel Macros (Virtual)

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

Date Friday, December 9, 2022
Time 1:00pm - 4:30pm
Central Time
Location Online
CPE credits CPE 4.0
of study
Computer Software & Applications - Non-Technical (4.0)
Instructor Brian Tankersley, CPA, CITP, CGMA
K2 Enterprises
Standard Member Fee $209.00
Standard Nonmember Fee $259.00


The time has come for you to finally learn how to use macros. Get introduced to the wide world of macros and Visual Basic for Applications (VBA), some of Excel's most powerful tools.

Who should take this program?

CPAs in all sectors and industries

Major subjects

  • How to use Excel's Macro Recorder to write simple, yet effective, macros
  • How to secure and share macros with other Excel users
  • How to create user-defined functions to solve specific accountant-centric problems in Excel
  • How to create macros that run automatically when a user opens a workbook
  • Basics of VBA, including necessary elements to write macros that can make you and your team more effective and productive with Excel

Learning objective(s)

  • Create a macro in Excel using the Macro Recorder tool
  • Manage the fundamental elements of macros in Excel, including accessing macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros and macro security
  • Identify the usefulness of the Macro Recorder and list four key limitations of the Macro Recorder; additionally, modify Excel's Quick Access Toolbar and the Ribbon to provide shortcuts to macros
  • List the nine key elements of macros written using Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes
  • Create variables in macros and identify the purpose of branching and conditional logic routines such as IF/THEN/ELSE, DO/WHILE and CASE


Course code Code 22SR-P022
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Level Basic
Format Group Internet Based
Prerequisites Prereq. None

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

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