You Don't Know What You Don't Know About Microsoft Excel

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Instructor

Karl
Egnatoff

View Bio

Karl Egnatoff

Bio

Karl W. Egnatoff, CPA, CITP
Member, Phoenix Beach, LLC
Myrtle Beach, South Carolina
karl@phoenixbeach.com

Karl Egnatoff is a Certified Public Accountant (CPA) currently living in Myrtle Beach, South Carolina. He has worked as an information technology services provider, a trainer and a programmer related to financial and business technology projects since 1995. Prior to this, Karl worked in public accounting as well as in private sector accounting for a period of approximately six years. He has been teaching group live and web-based continuing education since 2006. In addition to being a CPA, he is also a Certified Information Technology Professional (CITP).

Karl is a member of the West Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Information Technology Section of the American Institute of Certified Public Accountants. He has also achieved a number of technology certifications including Microsoft Certified Professional (MCP), Certified Software Engineer (CSE) and Certified Integration Developer (CID).

During the course of his career, Mr. Egnatoff has owned and operated a number of successful businesses. All of these organizations provided consulting and training services. The experience he garnered while running his companies serves him now as he develops and teaches continuing professional education for Phoenix Beach, LLC.

Karl graduated from Marshall University with a Bachelor of Business Administration degree. During his time in college he participated in division I Cross County competing on the varsity squad. He was also on Marshall’s Track team. Karl and his wife Lana live in Myrtle Beach, South Carolina and have been married since 1990. They have two grown sons, Jordan and Steven.

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation, you will be able to...

Understand the many keyboard shortcuts that are available to save time and effort
Use Excel Templates, Styles, and Themes to add uniformity to workbooks they design or edit
Design custom number and date formats to meet their specific needs
Add security to the workbooks they use. This includes workbook encryption, and the use of sheet level, range level and cell level security features
Understand formula building conventions such as order of operation
Troubleshoot formulas that are not working properly
Work with functions in the function library to create powerful formulas

Major Topics

The major topics covered in this course include:

Excel shortcuts and time savers
Working with templates, formats, styles, and themes
Customizing and enhancing Excel
Protecting and securing workbooks
Formula building and the Excel function library

Note: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

CPE Credits Available

8 CPE

8: Computer Software & Applications

Things to Know About This Course

Course Level

Basic

Professional Area of Focus

Excel

Advanced Preparation

None

Intended Audience

Accounting and other business professionals that have an understanding of Excel but want to be more proficient as they design and edit workbooks of all types.

April 3, 2025