August 20, 2025


Live Webcast


8 CPE

K2's Excel Tips, Tricks, and Techniques for Accounts

August 20, 2025
Live Webcast
8 CPE

K2's Excel Tips, Tricks, and Techniques for Accounts

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    Instructor

    Brian
    Tankersley

    View Bio

Learning Objectives

  • 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
  • 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 XLOOKUP 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

Major Topics

  • Fundamental Excel techniques all accounting and financial professionals should know and use
  • Creating date-based calculations in Excel
  • How to create Excel templates
  • Key options you should enable in Excel
  • Linking data in Excel

CPE Credits Available

8 CPE
4
Accounting
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2019 or newer

Advanced Preparation

None

Intended Audience

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

Provider

K2 Enterprises

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