Description
Staff accountants have specific needs when working with Excel®. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Event Level: Intermediate
Who Should Attend: Accounting and financial professionals who want to use the power of Excel® in common business situations to summarize and analyze data
Required Knowledge: Fundamental knowledge of Microsoft® Office® Excel® 2019 or newer
Advanced Preparation: Fundamental knowledge of Microsoft® Office® Excel® 2019 or newer
Vendor: K2 Enterprises
Speaker: Stephens, Tommy
Objective
* List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles * Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas * Build sophisticated formulas to assist with reporting and analysis, including those that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM * Create Tables from ranges of Excel® data and identify the primary advantages of working with Tables * Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill * Work with date-oriented data in Excel and create calculations—such as those involving depreciation expense and interest accruals—involving the passage of time
Credit Types
- Computer Software & Applications: 8
Registration Fees
| Registration | Type | Price |
|---|---|---|
| Rebroadcast - General (8 hours) | Members | $280.00 |
| Rebroadcast - General (8 hours) | Non Members | $390.00 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.