Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
Online
2.00 Credits
Member Price $89.00
Non-Member Price $109.00
Overview
Enhancing Excel workbook productivity
This workshop covers organizing and managing worksheet information, offering hands-on participation alongside the instructor. Through the practical tasks, you will gain a comprehensive grasp of commonly utilized Excel functions such as:
Mastering Excel capabilities
Becoming proficient in Excel entails developing workbooks that are efficient and well-organized. The facilitator will guide you through mastering complex functions, selecting cells and objects, and organizing principles of workbook design. You'll enhance your basic understanding of Excel with topics including:
*Session 3 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching [Session 4: Conditional Summing and Lookups] (https://www.aicpa-cima.com/cpe-learning/webcast/excel-for-accounting-professionals-session-4--conditional-summing-and-lookups) to further prepare to tackle real-world issues and build powerful workbooks.*
Objectives
- Determine when to hide worksheets to organize and control worksheet information from other users.
- Apply cell styles for efficient formatting.
- Apply workbook and worksheet organization techniques.
- Use nested functions to build formulas.
- Use selection group techniques on Excel cells and objects.
- Analyze design principles for organized and efficient Excel workbooks.
Highlights
Designed For
Accounting and finance professionals who’d like to improve their mastery of Microsoft Excel
Prerequisites
Working knowledge of Excel
Notice
You will receive an email from the AICPA with instructions to access the webinar.
Leader(s):
Leader Bios
Liam Bastickaicpa, AICPA
Liam Bastick FCA, FCMA Liam has over 30 years of experience in financial model development, auditing, valuations, M&A, strategy, training, and consultancy. He is the Managing Director of the boutique modelling firm, SumProduct, providing corporate finance modeming assistance, training, and consulting to clients worldwide. A regular author and editor of accounting, modelling, and Excel articles, Liam has written various books, including Excel Insights, Introduction to Financial Modelling, and Financial Modelling for Power BI. He is also an award-winning trainer, recognized 13 times as a Most Valuable Professional (MVP) in Excel by Microsoft, and appointed worldwide. He won the inaugural Lifetime Achievement Award for Financial Modelling (FMI) in 2021 and was a finalist for the Lifetime Achievement Award in MS Excel (2023) (GES).
Non-Member Price $109.00
Member Price $89.00