Webcast: Excel Tips, Tricks and Techniques for Accountants
367 | Webcast | Intermediate | Scheduled
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 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 streamlining 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.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 4.00 | Accounting |
| 4.00 | Computer Software & Applications |
Designed For
Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively
Prerequisites
Fundamental knowledge of Microsoft Office Excel 2019 or newer
Highlights
- Fundamental Excel techniques all accounting and financial professionals should know and use
- Creating date-based calculations in Excel
- How to create Excel templates
- Key options you should enable in Excel
- Linking data in Excel
Objectives
Upon completing this course, you should be able to:
- 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
Prices
- Member (Early Bird)
- $269.00
- Non-Member (Early Bird)
- $369.00
- Member
- $269.00
- Non-Member
- $369.00
Instructors
Thomas G. Stephens, CPA, CITP, CGMA
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
Working as an auditor and technology consultant for an Atlanta-based public accounting firm; Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; Serving as a Chief Financial Officer for an international engineering organization; and Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,800 educational sessions to over 71,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
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