K2's Excel Essentials for Staff Accountants

Tuesday, December 14 7:30am - 3:00pm

(Check-In 7:00am)

Add to Calendar

Webinar

Webinar, UT 00000

Get Directions

8.00 Credits

Member Price $250.00

Non-Member Price $350.00

Overview

Staff accountants have specific needs when working with Excel-needs that are often not met by their existing Excel knowledge. Chief among these are the needs to quickly summarize data, prepare accurate and aesthetically pleasing reports, and create accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills they need to maximize their efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices and then progresses rapidly into discussions that address items such as PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the discussion, accounting-centric examples are used to reinforce key learning points. The session is taught in a “laptop-friendly” environment, and participants will have access to all the demonstration files used in the session. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel. New Course for 2021! “I learned a lot that will assist me in my job.” T.D., CPA WA “Excellent class and very valuable information!” S.B., CPA MN

Highlights

  • Excel

Prerequisites

Fundamental knowledge of Microsoft Office Excel.

Designed For

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data.

Objectives

  • List five critical best practices associated with creating workbooks and construct workbooks that comply with these principles
  • Utilize PivotTables and PivotCharts to quickly summarize and present data, without writing formulas
  • Build sophisticated formulas to assist with reporting and analysis, including formulas that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
  • Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
  • Apply formats quickly and easily to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill " Work with date oriented data in Excel and create calculations - such as those involving depreciation expense and interest accruals - that depend upon the passage of time

Preparation

None.

Leader(s):

Leaders

Brian Tankersley

Brian Tankersley is a consultant based in Knoxville, Tennessee. Brian is a frequent speaker at continuing education courses on auditing and technology for K2 Enterprises, and is a senior faculty member with Becker Professional Review. Brian writes and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com) and frequently posts articles to the K2 blog on AccountingWeb.com. Tankersley’s areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in public accounting with both international and local firms, as well as industry. His public accounting experience includes accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. Brian’s industry experience includes retail, financial services, wholesale, and manufacturing. His information technology experience includes technology strategy, technology management, systems implementation, technical training and documentation. Brian is both a Certified Public Accountant and Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee. He is a certified public accountant (Tennessee), and a certified information technology professional (CITP). In 2007 and 2008, Brian was selected as a “40 Under 40” honoree for his leadership in the profession by the CPA Technology Advisor. He holds numerous vendor consultant certifications in applications such as QuickBooks, QuickBooks Enterprise Solutions, and Microsoft Office Accounting. Brian has served on numerous board of directors and in leadership roles for both his church and in professional organizations. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and an associate with the Association of Certified Fraud Examiners. He has also served as an officer and director for numerous area community and professional organizations. Brian, his wife Janette, and their six year old son make their home in Farragut, Tennessee.

Return to Top

Non-Member Price $350.00

Member Price $250.00