Webcast: K2's Excel Tips, Tricks and Advanced Techniques for Accountants (XKETT217)
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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 learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, and customize Excel

10/18/2017
When: 10/18/2017
8:30 AM until 4:30 PM
Where: Webcast
K2 Enterprises
United States
Presenter: Steven Phelan


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Acronym XKETT217
CPE 8 hours
Vendor K2 Enterprises
Category
Management
Level Intermediate
Prerequisite Fundamental knowledge of Microsoft Excel 2007 or newer
Adv Prep None
Yellow Book? No
Designed for Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively
Registration
Member $199
CPA Non-Member $299

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.

Course Description

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 learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, 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.

Objectives

Upon completing this course, you should be able to:

  • Identify situations in which various Excel features can increase productivity and apply each of these techniques in context
  • Implement tools and techniques for formatting data in Excel
  • Customize Excel’s user environment, 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
  • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
  • Implement procedures for producing Excel-based reports

Topics

  • Productivity tips and tricks
  • Formatting essentials
  • Customizing Excel
  • Formula building essentials
  • Linking data and three-dimensional workbooks
  • Printing essentials