K2's Excel Charting and Visualizations

Wednesday, October 27 9:30am - 1:00pm

(Check-In 9:15am)

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4.00 Credits

Member Price $140.00

Price will increase by $20 on 10/20

Non-Member Price $205.00

Price will increase by $20 on 10/20

Overview

Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, take part in this session to improve your skills when creating charts and other visualizations in Excel. As a result of doing so, you will create visualizations that will enhance your communication skills.

This session is much more than just a seminar on fundamental charts.  Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. If you are looking to improve your communication skills, this seminar is a must for you.

Highlights

 

Prerequisites

Fundamental understanding of creating charts in Microsoft Office applications

Designed For

CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel

Objectives

Upon completing this course, you should be able to:

  • Identify the types of visualizations that should be used to communicate specific messages
  • List the steps to creating effective visualizations in Excel and other Microsoft Office applications
  • Identify options for creating interactive visualizations
  • Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
  • Identify options for linking Excel-based data and visualizations into Word and PowerPoint

Preparation

None

Notice

This course is “laptop-friendly” and participants will have access to demonstration files.  This course focuses on features found in Excel for Windows but many of the features can be used 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 $205.00

Member Price $140.00