K2's Excel Best Practices

Tuesday, October 26 9:30am - 5:00pm

(Check-In 9:15am)

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8.00 Credits

Member Price $269.00

Price will increase by $35 on 10/19

Non-Member Price $394.00

Price will increase by $35 on 10/19

Overview

 

As spreadsheets continue to evolve, so too must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained inExcel.Today’s best practices for Excel differ significantly from those used in the past,and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential.

This course covers features found in Excel versions2013and newer.

 

Highlights

 

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2007 or newer

Designed For

Excel users who want to learn best practices for working with spreadsheets

Objectives

  • List critical spreadsheet design fundamentals
  • Identify techniques used to minimize data input errors
  • Utilize Excel’s Table feature as a foundational component of spreadsheets
  • Identify and implement three different methods for consolidating data
  • Utilize various Excel features, such as Go To Special,to solve specific spreadsheet issues
  • List and apply four techniques for sharing an Excel workbook and collaborating with others
  • Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
  • Identify the advantages of working with Defined Names in Excel
  • List and apply six techniques for securing Excel data

Preparation

None

Notice

Group-live demonstration and discussion – laptop friendly, with access to demonstration files. Program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.

Leader(s):

Leaders

Lawrence McClelland

Lawrence A. (Mac) McClelland, MBA, JD Associate, K2 Enterprises Carriere, Mississippi mac@k2e.com

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.

Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.

Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

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Non-Member Price $394.00

Member Price $269.00