K2's Advanced Excel
Online
8.00 Credits
Member Price $289.00
Price will increase by $35 after 7/22
Non-Member Price $414.00
Price will increase by $35 after 7/22
Overview
Elevate your Excel expertise with K2’s Advanced Excel program! This laptop-friendly course is designed for experienced Excel users who are ready to take their skills to the next level. In this session, you will master critical advanced Excel skills in six key areas:
- Collaborating seamlessly with other users and securing your workbooks
- Utilizing tables to analyze and report data efficiently
- Integrating and manipulating data from external sources with ease
- Creating and auditing complex formulas
- Harnessing advanced data analysis tools for deeper insights
- Employing visualization techniques to communicate information effectively
Drawing from over thirty years of experience in delivering Excel training to accountants and business professionals, this program is packed with relevant, real-world examples that reinforce the topics presented. Don’t miss this opportunity to become more efficient and proficient in Microsoft Excel, the go-to tool for accounting and financial professionals. This course covers advanced Excel topics that are essential for business success. Participate in this session to elevate and transform your Excel skills!
Objectives
- Formulate the best techniques to secure Excel data and collaborate with others efficiently
- Evaluate the usefulness of tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
- Assess Power Query's capability to link and transform data from external data sources into Excel
- Formulate calculations that reference functions such as XLOOKUP, GROUPBY, PIVOTBY and others
- Evaluate worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
- Assess techniques used to create, manipulate, and customize charts for analyzing and communicating information
Highlights
- Collaboration and security techniques
- Collaboration and security techniques
- Advanced formulas
- Data queries
- Creating effective visualizations
Designed For
Business professionals who work with Excel and want to extend their knowledge with advanced features and functions
Prerequisites
Experienced Excel user
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
Thomas Stephens Jr., Shareholder, K2 Enterprises, LLC
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Non-Member Price $414.00
Member Price $289.00