K2's Excel Tips, Tricks and Techniques for Accountants
Monday, Aug. 3, 2026
10 a.m.-6 p.m. Central
8 CPE (4 technical, 4 non-technical)
Course code: 26WA-4278
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Excel is the go-to tool for accountants when it comes to analyzing and reporting financial data. However, many professionals still rely on time-consuming and error-prone methods for everyday tasks. Whether you're a beginner or an experienced user, our course is designed to help you master Excel and transform your workflows. In this course, you'll discover a trove of tips, tricks, and techniques to boost your productivity and streamline your tasks. Say goodbye to mundane formatting and hello to customized Excel solutions that enhance accuracy and efficiency. You'll also learn how to build powerful formulas, link Excel data from various sources, and simplify report generation and printing processes. Our expert K2 instructors will guide you through the program with practical, real-world examples, ensuring you grasp the key concepts and apply them effectively. With over twenty-five years of experience in delivering top-notch spreadsheet training to accounting and financial professionals, we guarantee that the insights and guidance you receive will be both relevant and invaluable. Join us and elevate your Excel skills to new levels. Don't miss out on this opportunity to work smarter, not harder!
Major subjects
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Fundamental Excel techniques all accounting and financial professionals should know and use.
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Creating date-based calculations in Excel.
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How to create Excel templates.
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Key options you should enable in Excel.
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Linking data in Excel.
Learning objectives
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Choose appropriate tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting.
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Identify options for customizing 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.
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Use various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references.
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Compare options for summarizing and analyzing data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports.
Who should take this program?
- Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively.
Pricing
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Standard Member Fee |
$250.00
|
 Standard Nonmember Fee |
$250.00
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