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K2's Formatting Excel Spreadsheets The Right Way

Monday, Nov. 23
 2:30pm - 4:30pm

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2.00 Credits

Member Price $79.00

Price will increase by $10 after 11/16

Non-Member Price $114.00

Price will increase by $10 after 11/16

Overview

Some estimates indicate that business professionals spend almost half their time in Excel applying formats. If you want better formatting results in less time, participate in this session to learn the best practices for formatting your Excel spreadsheets.

In this session, you will learn best practices for applying formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial time when working in Excel.

Objectives

  • Identify the benefits of using Styles for formatting
  • Specify which Custom Format codes are necessary for specific situations
  • List advantages of using Excel template files
  • Cite examples of when using the Accounting format is useful

Highlights

  • Creating and using Styles in Excel
  • Creating and using Styles in Excel
  • How to Create Custom Formats
  • Formatting dates for maximum impact
  • The advantages of storing formats in templates

    Designed For

    Accounting and financial professionals desiring to learn the most effective and efficient ways to format Excel spreadsheets

    Prerequisites

    Fundamental knowledge of Excel

    Preparation

    None

    Notice

    To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.

Leader(s):

Leader Bios

Lawrence McClelland, Associate, K2 Enterprises, LLC

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 $114.00

Member Price $79.00