K2’s Excel Essentials for Staff Accountants
8.00 Credits
Member Price $250.00
Price will increase by $25 after 8/5
Non-Member Price $375.00
Overview
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating 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 to maximize efficiency and accuracy when working with Excel.
This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Highlights
• Best practices for creating and working with Excel workbooks
• Effectively using Excel functions when creating formulas
• The importance of PivotTables in modern reporting environments
• Best practices for formatting your workbooks
Prerequisites
Fundamental knowledge of Microsoft Office Excel 2019 or newer
Designed For
Accounting and financial professionals who want to use the power of Excel in common business situations to summarize and analyze data
Objectives
• List five critical best practices associated with creating workbooks and constructing workbooks that comply with these principles
• Utilize PivotTables and PivotCharts to quickly summarize and present data without generating formulas
• Build sophisticated formulas to assist with reporting and analysis, including those 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 efficiently 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 – involving the passage of time
Preparation
None
Leader(s):
Leader Bios
Brian Tankersley, K2 Enterprises
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.
Non-Member Price $375.00
Member Price $250.00