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

View Bio

Instructor

Mac
McClelland

View Bio

Mac McClelland

Bio

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

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 1996. 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. Services offered include technology assessments and plans, accounting software selection, advanced cost system analysis and design, LAN/WAN design and implementation, and customized business and technology training.

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.

Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills and best practices for linking Excel data from other sources and streamlining report generation and printing processes.

Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.

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

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 Credits

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

Register For This Event

ASCPA Member

$ 325 325
Join
Price includes $25.00 early registration discount(s) - expires 6/14

Price includes $25.00 early registration discount(s) - expires 6/14
ASCPA Non-Member

$ 350 350

Price includes $25.00 early registration discount(s) - expires 6/14

Price includes $25.00 early registration discount(s) - expires 6/14

Your Price

Please login to register.