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Improve Spreadsheets by Building Controls in Excel

Thursday, August 1
 1:00pm - 3:00pm

(Check-In 12:55pm)

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Online

2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

In today’s data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives

After attending this presentation you will be able to ...

  • Apply best practices when creating your spreadsheets
  • Determine which controls you need to develop for your spreadsheets
  • Use controls to build more accurate spreadsheets

Highlights

The major topics that will be covered in this class include:

  • Learn best practices when designing your spreadsheets
  • How to create a proper worksheet structure
  • Learn to use Excel's built in features to find errors
  • How to create your custom controls to prevent and find errors
  • Using links to quickly move to controls
  • Using Conditional Formatting to highlight errors

Designed For

Any Excel user that wants to learn how to create controls within Excel to improve accuracy

Prerequisites

A good knowledge of using Excel

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

Bryan Smith, CPA Crossings LLC

Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing. Qualifications and Experience: •Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years. •Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security. •Specialized knowledge in project management systems •Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan •Treasurer of the Microsoft Project Users Group - Michigan •Member of the AICPA CITP (Certified Information technology Professional) Credential Committee •Past Chair of the Michigan Association of CPAs Information Technology Committee and Leadership Committee

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Non-Member Price $124.00

Member Price $89.00