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Webcast: Excel Tips & Techniques for Increased Productivity & Improved Financial Modeling:(CAETTI16)
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This course will deliver a wide assortment of tips, techniques, features, commands and functions that will improve your productivity and financial modeling skills. You'll focus on implementation mechanics, practical applications of key concepts and view a demonstration model. You'll also be introduced to macros using the macro recorder.

1/6/2016
When: 01/06/2016
8:30 AM until 4:00 PM
Where: Webcast
Louisiana
United States
Presenter: Eric Augusta, MBA


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Registration Fees
Members $275
Non-Members $375

CPE: 8 hours
Level: Intermediate
Vendor: CalCPA
Category: Management
Prerequisites: One-two years experience using Excel (PC version, 2007, 2010 or 2013) in a work related environment.
Advanced prep: None

Who should attend: CPAs, CFOs, controllers, accounting managers, treasurers, finance vice presidents, financial planning & analysis managers, financial analysts and others who use Excel to analyze data and present financial information.

This course will deliver a wide assortment of tips, techniques, features, commands and functions that will improve your productivity and financial modeling skills. You'll focus on implementation mechanics, practical applications of key concepts and view a demonstration model. You'll also be introduced to macros using the macro recorder. Among other items, you'll learn how to add/remove 'buttons' from the QAT (Quick Access Toolbar); create dynamically linked pictures using the Camera feature; construct Smart Text using CONCATENATION; create named ranges using the Name Box; and find and eliminate LINKS. Note: Course format is lecture style. Laptops are not required, but are encouraged. A CD with selected demonstrations is provided.

Objectives

  • Identify three problems caused by MERGING cells.
  • Determine if a cell has TEXT or VALUES and why it's important.
  • Identify three advantages of named ranges using the Name Box.
  • Recognize the 10 steps to follow when creating a model.
  • Identify a potential fraud situation using the HISTOGRAM tool.
  • Recall how to create a macro using the macro recorder.

 



Major Topics
  • Ribbons and Quick Access Toolbar
  • New Excel capabilities
  • Key features for building models, including Camera, Grouping, Filtering, Goal Seek, Sorting, Subtotaling, Data Validation, Conditional Formatting and Protection Techniques
  • Macros and the macro recorder
  • Pivot tables: Proper setup for best results
  • Financial modeling architecture best practices
  • Selected fraud investigation tips using Excel, including Benford's Law


 

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