WR044623: Excel® Tips, Tricks, & Techniques for Accountants
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 experience level, 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 to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over 25 years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.

Event Level: Intermediate
Required Knowledge: Fundamental knowledge of Microsoft® Office® Excel® 2019 or newer
Advanced Preparation: None
Who Should Attend: Accounting and financial professionals who want to learn how to use Excel® more efficiently and effectively
Vendor: K2 Enterprises
Speaker: Tommy Stephens
Speaker: Mac McClelland
Speaker: Brian Tankersley
Speaker: Jeff Cook
Speaker: Randy Johnston
Speaker: Connie Clark

Objectives
  • * 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 * 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 XLOOKUP 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
Event Information
Date Presented:
October 10, 2023 8:30 AM Eastern
Length:
7 hours, 31 minutes
Member Price:
$260.00
Non-Member:
$360.00
Excel® Tips, Tricks, & Techniques for Accountants - AM
Break
Excel® Tips, Tricks, & Techniques for Accountants - PM
Individual topic purchase: Selected
North Carolina Association of Certified Public Accountants
Accounting: 4.00
Computer Software & Applications: 4.00