K2’s Excel Financial Reporting and Analysis (EFR18)
Register Tell a Friend About This EventTell a Friend
 

This course will show you how to use Excel in critical areas such as formatting reports and financial statements using advanced techniques, assembling and printing reports and schedules, and using templates to automate reporting processes. We’ll also cover how to consolidate data from multiple sources, how to create user-friendly Excel visualizations to convey financial information, and advanced data analysis techniques such as PivotTables connected in real-time to your accounting database.

 Export to Your Calendar 8/28/2018
When: 08/28/2018
8:30 AM until 4:30 PM
Where: LCPA - Training Facility
2400 Veterans Memorial Blvd
Suite 500
Kenner, Louisiana 
United States
Presenter: Steven Phelan


Online registration is available until: 8/28/2018
« Go to Upcoming Event List  

Acronym EFR18
CPE 8 hours
Vendor K2
Category
Management
Level Advanced
Prerequisite Fundamental knowledge of Microsoft Office Excel 2007 or newer
Adv Prep None
Yellow Book? No
Registration Early Bird
(through 8/13)
Standard
(after 8/13)
Member $299 $349
CPA Non-Member $399 $449

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Texas CPAs: Our Texas State Board of Public Accountancy Sponsor number is #010423.

Course Description

Microsoft Office Excel is a powerful tool for analyzing financial data and preparing financial reports and if you are ready to harness the power of Excel for financial reporting and analysis, then this program is for you. In this course, you’ll learn how to put Excel to use to deliver accounting and financial solutions in critical areas such as formatting reports and financial statements using advanced techniques, assembling and printing reports and schedules, and using templates to automate reporting processes. You’ll also learn options for consolidating financial data from multiple sources, how to create Excel visualizations to improve reader’s comprehension of financial information, and advanced data analysis techniques such as PivotTables connected in real-time to your accounting database.

Like most powerful tools, Excel contains features and functions useful for reporting and analysis that are not immediately obvious to many users. In this course, you’ll uncover many of these hidden features to help you prepare computationally accurate and aesthetically pleasing reports in far less time than you might imagine possible. You do not want to miss this opportunity to learn how to take advantage of Excel to overcome many of the reporting and analysis obstacles currently facing you.

Objectives
  • Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
  • Identify opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
  • Differentiate between Excel’s default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
  • Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysis
  • List and apply four techniques for consolidating data in Excel
  • Create visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable

Topics

  • Techniques for formatting financial statements and other reports
  • Financial report assembly and printing
  • Templates for financial reporting and analysis
  • Financial analysis with Excel
  • Techniques for consolidating financial data
  • Excel visualization techniques

Designed For

Accounting and financial professionals desiring more knowledge in using Excel for financial statement preparation and analysis

“This was an outstanding session I would highly recommend.” T.K., CPA NJ
“The course was right on target. Great examples for functional application immediately upon return to the office.” W.L., CPA TX

For more details, please visit www.k2e.com/efr.