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Fundamentals of Excel That Every CPA Should Know - 5503
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This course is designed to teach you the fundamentals of good spreadsheet design that will increase the accuracy and efficiency when creating Excel spreadsheets. It will be well worth attending this course because of all the time it will save you in building your spreadsheets in the future, even if you have been a long time user of Excel. This IS NOT a hands-on course, but to get the most out of the presentation we recommend that you bring your laptop to follow along.

11/21/2016
When: Monday, November 21, 2016
7:00 AM - 3:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault

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Acronym EX013L
CPE 8 hours
Category
Excel
Level Basic
Vendor CPA Crossings, LLC
Who should attend

Anyone who wants to optimize their use of Excel to build better spreadsheets.

Prerequisite
A good understanding of Excel
Fees: Early Bird
Standard
Member N/A
$199
Non-Member: N/A
$199

Description: 

Whether you are relatively new to the accounting industry or have been around for a number of years, there is a good chance that you are developing your Excel spreadsheets the hard way and leaving them susceptible to errors and omissions of important data. This course is designed to teach you the fundamentals of good spreadsheet design that will increase the accuracy and efficiency when creating Excel spreadsheets. It will be well worth attending this course because of all the time it will save you in building your spreadsheets in the future, even if you have been a long time user of Excel.

This IS NOT a hands-on course, but to get the most out of the presentation we recommend that you bring your laptop to follow along.  The instructor example files will be available prior to class.

Specific topics include:

  • Understanding the fundamentals of good Excel spreadsheet design.
  • Top five things you should know about building better formulas.
  • Leveraging the power of Defined Names and tables to organize and manage your source data.
  • A picture is worth 1,000 words ― Fundamentals of developing charts to present important information.
  • Making your spreadsheets more professional in appearance with all of the tools available.
  • How to audit your spreadsheets to detect errors in your formula logic and data presentation.
  • Tips & tricks for preparing your spreadsheets for distribution.
  • Managing your Excel files throughout their life cycle.

Objectives

  • Design your spreadsheets for maximum efficiency.
  • Use Excel to present data to a non-financial audience more effectively.
  • Audit techniques to ensure the accuracy of your spreadsheets.

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