August 30, 2018


Mobile Marriott
3101 Airport Blvd, Mobile, Mobile County, Alabama 36606-3630

8 Total CPE Credits


K2's Excel Financial Reporting and Analysis

  • Instructor

    Lawrence McClelland

Learning Objectives

  • Upon completing this course, you should be able to:
  • Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
  • Identify opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
  • Differentiate between Excel's default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
  • Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysis
  • List and apply four techniques for consolidating data in Excel
  • Create visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable

Major Topics

  • Techniques for formatting financial statements and other reports
  • Financial report assembly and printing
  • Templates for financial reporting and analysis
  • Financial analysis with Excel
  • Techniques for consolidating financial data
  • Excel visualization techniques

CPE Credits Available

Total CPE
Accounting & Auditing

Mobile Marriott

3101 Airport Blvd, Mobile, Mobile County, Alabama 36606-3630

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Things to Know About This Course

Course Level

  • Advanced

Professional Area of Focus

  • A & A


Fundamental knowledge of Microsoft Office Excel 2007 or newer

Advanced Preparation


Intended Audience

Accounting and financial professionals desiring more knowledge in using Excel for financial statement preparation and analysis


K2 Enterprises

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