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You Don't Know What You Don't Know About Microsoft Excel

Friday, March 7
 9:00am - 5:00pm

(Check-In 8:55am)

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8.00 Credits

Member Price $239.00

Non-Member Price $364.00

Overview

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. 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...

  • Understand the many keyboard shortcuts that are available to save time and effort
  • Use Excel Templates, Styles, and Themes to add uniformity to workbooks they design or edit
  • Design custom number and date formats to meet their specific needs
  • Add security to the workbooks they use. This includes workbook encryption, and the use of sheet level, range level and cell level security features
  • Understand formula building conventions such as order of operation
  • Troubleshoot formulas that are not working properly
  • Work with functions in the function library to create powerful formulas

Highlights

The major topics covered in this course include:
  • Excel shortcuts and time savers
  • Working with templates, formats, styles, and themes
  • Customizing and enhancing Excel
  • Protecting and securing workbooks
  • Formula building and the Excel function library

Note: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

Designed For

Accounting and other business professionals that have an understanding of Excel but want to be more proficient as they design and edit workbooks of all types.

Prerequisites

A basic understanding of Excel conventions

Preparation

None

Notice

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

Leader(s):

Leader Bios

Karl Egnatoff, Taymes LLC

Karl W. Egnatoff, CPA, CITP Member, Phoenix Beach, LLC Myrtle Beach, South Carolina Phone (304) 633-1577 karl@phoenixbeach.com Karl Egnatoff is a Certified Public Accountant (CPA) currently living in Myrtle Beach, South Carolina. During the past 21 years Mr. Egnatoff has worked as a consultant, trainer and as a software engineer while engaged on projects for business organization of all types. Prior to this, Karl worked in public accounting as well as in private sector accounting for a period of approximately six years. Before partnering with Pat Garverick to form Phoenix Beach, Karl presented and created material in association with K2 Enterprises for approximately seven years. In addition to being a CPA, he is also a Certified Information Technology Professional (CITP). During the course of his career, Mr. Egnatoff has owned and operated a number of successful businesses. All of these provided services to other organizations in the business community. The experience he garnered while serving these organizations helps him now as he writes and presents continuing professional education through Phoenix Beach. Mr. Egnatoff is a member of the West Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Information Technology Section of the American Institute of Certified Public Accountants. He has also achieved a number of technology certifications including Microsoft Certified Professional (MCP), Certified Software Engineer (CSE) and Certified Integration Developer (CID). Karl graduated from Marshall University with a Bachelor of Business Administration degree. During his time in college, he participated in division I Cross County competing on the varsity squad. He was also on Marshall’s Track team. Karl and his wife Lana have been married for twenty-five years. They have two grown sons, Jordan and Steven.

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Non-Member Price $364.00

Member Price $239.00