K2's Excel Essentials for Staff Accountants

Overview

Staff accountants often face unique challenges when working with Excel, and their existing knowledge might not always meet their needs. This comprehensive eight-hour session is designed to bridge that gap and empower you with the essential skills to maximize efficiency and accuracy. Participate in this dynamic and engaging session, and you will learn how to:

• Summarize data quickly and accurately • Generate stunning, professional reports • Create essential accounting calculations for depreciation, amortization, and interest

We start with a quick overview of Excel best practices and dive into advanced topics like PivotTables, sophisticated formulas, Tables, formatting, and working with dates. Our course is packed with accounting-centric examples to reinforce key learning points. Plus, you’ll enjoy a “laptop-friendly” environment with access to all demonstration files.

This seminar is a must for all staff accountants eager to enhance their Excel skills and transform their workflow. Don’t miss out on this opportunity to elevate your Excel expertise and take the first step towards mastering Excel today!

Objectives

• Identify five critical best practices associated with creating workbooks
• Use PivotTables and PivotCharts to quickly summarize and present data without generating formulas
• Select from functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM, when creating financially-oriented calculations in your worksheets
• Use Tables from ranges of Excel data and identify the primary advantages of working with Tables
• Apply formats quickly and efficiently to Excel reports and understand the importance of Styles
• Use date-oriented data in Excel and create calculations involving the passage of time

Highlights

• Best practices for creating and working with Excel workbooks
• Effectively using Excel functions when creating formulas
• The importance of PivotTables in modern reporting environments
• Best practices for formatting your workbooks
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Designed For

Accounting and financial professionals who want to use the power of Excel in everyday business situations to summarize and analyze data

Prerequisites

Fundamental knowledge of Microsoft 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.