November 19, 2022


Webinar


8 Total CPE Credits

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K2’s Excel Tips, Tricks, and Techniques for Accountants

  • Instructor

    Thomas Stephens

Learning Objectives

 

  • Utilize various formula building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  • Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity

Major Topics

  • Accounting
  • Excel
  • Computer Software

CPE Credits Available

8
Total CPE
4
Accounting
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2013 or newer

Advanced Preparation

None

Intended Audience

Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

Provider

ACPEN

This event has ended.