Live Webinar K2's Excel Tips, Tricks and Techniques for Accountants
Overview
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 raws on over twenty-five year 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 programs.
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
Prerequisites
Fundamental knowledge of Microsoft Office Excel 2019 or newer
Designed For
Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively.
Objectives
After attending this presentation you will 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 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
Preparation
None
Leader(s):
Leader Bios
Brian Tankersley, K2 Enterprises LLC
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review. Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 47 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference. Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. Brian and his family make their home in Farragut, Tennessee.
Non-Member Price $339.00
Member Price $578.00