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24WA-8053: K2's 2023 Excel Tips, Tricks, and Techniques for Accountants (Webinar)

Monday, November 18, 2024
4:00pm - 11:40pm Central Time
8 CPE (4 technical, 4 non-technical)

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Alternate dates & more options

  • Monday, November 4, 2024 - Webinar
  • Wednesday, December 11, 2024 - Webinar
  • Saturday, December 14, 2024 - Webinar
  • Tuesday, December 31, 2024 - Webinar
  • Monday, January 13, 2025 - Webinar
  • Friday, January 31, 2025 - Webinar
  • Thursday, February 13, 2025 - Webinar
  • Wednesday, February 26, 2025 - Webinar
  • Monday, March 3, 2025 - Webinar

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. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.

Major subjects

  • Fundamental Excel techniques all accounting and financial professionals should know and use
  • Creating date-based calculations in Excel
  • How to create Excel templates
  • Key options you should enable in Excel
  • Linking data in Excel

Learning objective(s)

  • Utilize various formula building tools to create formulas more efficiently and create multiple 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 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

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 $225.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $225.00
checkmark Standard Nonmember Fee $225.00

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 (4.0)
Accounting - Technical (4.0)
Level Intermediate
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Fundamental knowledge of Microsoft Office Excel 2019 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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