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Excel Financial Reporting and Analysis (4152154D)
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"Most know that Microsoft Excel is a powerful tool for analyzing financial data and preparing financial reports. However, you might not be aware that the program contains useful though frequently overlooked features and functionalities. We'll uncover these features so you can more effectively and efficiently prepare reports. Gain and learn how to apply knowledge in six major topic areas: advanced techniques for formatting reports and financial statements; assembling and printing reports and sch

10/7/2015
When: 10/7/2015
7:30 AM - 3:00 PM
Where: Webcast/Webinar
Presenter: Karl Egnatoff, CPA
Contact: April Deneault
801-834-6634


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Most know that Microsoft Excel is a powerful tool for analyzing financial data and preparing financial reports. However, you might not be aware that the program contains useful though frequently overlooked features and functionalities. We'll uncover these features so you can more effectively and efficiently prepare reports.
Gain and learn how to apply knowledge in six major topic areas: advanced techniques for formatting reports and financial statements; assembling and printing reports and schedules; using templates to automate reporting processes; using ODBC to conduct advanced financial analysis with PivotTables connected to the general ledger; consolidating data and using charts; and digital dashboards for presenting financial information.

 

Objectives:

    Identify and understand how to effectively format financial statements and other Excel-based reports.
    Recognize opportunities to streamline report assembly and printing.
    Differentiate between Excel default templates and other templates for financial reporting and analysis.
    Recall how to create templates and apply them to financial reporting and analysis situations.
    Determine how to create Excel-based charts and dashboards for analyzing and communicating.
    Identify how to use conditional formatting to create dynamic dashboard displays of tabular data.



Major Subjects:

  
    Formatting techniques for financial statements and other reports
    Financial report assembly and printing
    Templates for financial reporting and analysis
    Financial analysis with Excel
    Consolidating financial data techniques
    Excel charts and dashboards
    Implementing ODBC to import or work with data stored in external databases
    

 
    

 
 Designed For:

Accounting and financial professionals desiring more knowledge in the use of Excel for financial statement preparation and analysis.

Prerequisite: Fundamental knowledge of Excel operations.

 

Advanced Prep: None

  

Speaker: Karl Egnatoff, CPA

Vendor: CalCPA

Field of Study:  Accounting & Auditing

Level:  Advanced

CPE Credit: 8 Hours

Acronym:  EFR

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Karl Egnatoff is a Certified Public Accountant (CPA) based in the Charleston, West Virginia area. He has worked as a consultant, trainer and programmer related to financial and business technology projects for the past 17 years. Prior to this, Karl worked in public accounting as well as in private sector accounting for a period of approximately six years. In addition to being a CPA, he is also a Certified Information Technology Professional (CITP). Karl 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). During the course of his career, Mr. Egnatoff has owned and operated a number of successful businesses. All of these were business technology entities that provided consulting and training services. The experience he garnered while with these organizations serves him now as he teaches continuing professional education in association with K2 Enterprises. 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 live in Milton, West Virginia and have been married for twenty-two years. They have two sons, Jordan age 20, Steven age 18.

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