K2's Excel Essentials for Staff Accountants

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Instructor

Mac
McClelland

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Mac McClelland, MBA, JD

Bio

Lawrence A. (Mac) McClelland, MBA, JD
K2 Enterprises
Carriere, MS

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.

Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.

Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

Staff accountants often face unique challenges when working with Excel, and their existing knowledge might not always meet their needs. This comprehensive eight-hour session is designed to bridge that gap and empower you with the essential skills to maximize efficiency and accuracy. Participate in this dynamic and engaging session, and you will learn how to:

• Summarize data quickly and accurately
• Generate stunning, professional reports
• Create essential accounting calculations for depreciation, amortization, and interest

We start with a quick overview of Excel best practices and dive into advanced topics like PivotTables, sophisticated formulas, Tables, formatting, and working with dates. Our course is packed with accounting-centric examples to reinforce key learning points. Plus, you'll enjoy a “laptop-friendly” environment with access to all demonstration files.

This seminar is a must for all staff accountants eager to enhance their Excel skills and transform their workflow. Don't miss out on this opportunity to elevate your Excel expertise and take the first step towards mastering Excel today!

All K2 CPE courses require attendees to complete the registration process directly with K2 prior to the course. Please follow the instructions provided in your registration confirmation email to finalize your enrollment.

Learning Objectives

Identify five critical best practices associated with creating workbooks
Use PivotTables and Pivot Charts to quickly summarize and present data without generating formulas
Select from functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM, when creating financially oriented calculations in your worksheets
Use 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 Styles
Use date-oriented data in Excel and create calculations involving the passage of time

Major Topics

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

CPE Credits Available

8 CPE Credits

8: Computer Software & Applications

Things to Know About This Course

Course Level

Intermediate

Prerequisites

Fundamental knowledge of Microsoft Excel

Advanced Preparation

None

Intended Audience

Accounting and financial professionals who want to use the power of Excel in everyday business situations to summarize and analyze data

Provider

K2 Enterprises

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$ 300 300
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Price includes $25.00 early registration discount(s) - expires 5/17

Price includes $25.00 early registration discount(s) - expires 5/17
ASCPA Non-Member

$ 350 350

Price includes $25.00 early registration discount(s) - expires 5/17

Price includes $25.00 early registration discount(s) - expires 5/17

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