Print Page   |   Contact Us   |   Your Cart   |   Sign In   |   Join
Excel Tips & Techniques for Increased Productivity & Improved Financial Modeling: Interm. 4171197B
Register View Registrations Tell a Friend About This EventTell a Friend
 

This course delivers an assortment of tips, techniques, features, commands and functions that will improve your productivity and financial modeling skills. Focus on implementation mechanics, practical applications of key concepts and view a demonstration model. Also, receive an introduction to macros using the macro recorder.

 Export to Your Calendar 12/11/2017
When: 9:30 AM to 5:00 PM
Where: Webinar/Webcast
United States
Presenter: Eric Augusta, MBA
Contact: April Deneault
801-466-10694


Online registration is available until: 12/11/2017
« Go to Upcoming Event List  

Curriculums:   Computers and Technology

NASBA Credit Category:  Computer Software and Applications

CPE Hours:  8

Description

This course delivers an assortment of tips, techniques, features, commands and functions that will improve your productivity and financial modeling skills. Focus on implementation mechanics, practical applications of key concepts and view a demonstration model. Also, receive an introduction to macros using the macro recorder.

Among other items, learn how to add/remove 'buttons' from the QAT (Quick Access Toolbar); create dynamically linked pictures using the Camera feature; construct 'Smart Text' using Concatenation; create named ranges using the Name Box; and find and eliminate links.

Note: Course format is lecture style. Laptops are not required, but are encouraged. A CD with selected demonstrations is provided.

Materials are provided as an ebook



Major Subjects

  • Ribbons and Quick Access toolbar
  • New Excel capabilities
  • Key features: Camera, Grouping, Filtering, Goal Seek, Sorting, Subtotaling, Data Validation, Conditional Formatting and Protection Techniques
  • Macros and the macro recorder
  • Pivot tables: Proper setup for best results
  • Financial modeling architecture best practices
  • Fraud investigation tips using Excel, including Benford's Law

Objectives

  • Identify three problems caused by merging cells.
  • Determine if a cell has Text or Values, and why it's important.
  • Identify three advantages of named ranges using the Name Box.
  • Recognize the 10 steps to follow when creating a model.
  • Identify a potential fraud situation using the Histogram tool.
  • Recall how to create a macro using the macro recorder.

 

Level:  Intermediate

Designed For

CPAs, CFOs, controllers, accounting managers, treasurers, finance vice presidents, financial planning and analysis managers, financial analysts and others who use Excel to analyze data and present financial information.

Advanced Prep:

None.

Prerequisite

One-to-two years of experience using Excel (PC version, 2007, 2010 or 2013) in a work related environment.

Membership Management Software Powered by YourMembership  ::  Legal