Although many accountants consider themselves experts in using Excel, most accountants are self-taught and do not use Excel to its full potential. This course is designed to take experienced self-taught users to the next level. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security, using tables to analyze and report data, integrating and manipulating data from external sources, creating and auditing complex formulas, advanced data analysis with subtotals, filters, and PivotTables, using charts to analyze and communicate information. Its content is based on twenty years of experience in delivering Excel training to accountants and on feedback from thousands of accounting and financial professionals just like you. If you use Excel extensively, you need this course! Participants will have access to sample data files.

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Course Information:

CPE Credit: Recommended for 8 hours Specialized Knowledge and Applications

Instructional delivery method: Group - live demo and discussion using color computer projection - NOT a hands-on course

Prerequisites: Experienced Excel User

Program level: Advanced

Advanced preparation: None

Designed for: Accountants who work with Excel and want to learn all of the best features and functions

Who should attend: Users of Excel

 

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Course Highlights:

• Protect documents using password encryption or Information Rights Management
• Remove hidden metadata from documents before distribution, digitally sign and restrict changes to Excel workbooks
• Save documents as PDF or XPS files for distribution by e-mail
• Track changes in shared workbooks, and merge data from multiple workbooks
• Use dynamic tables to automatically format and analyze data – creating, formatting, filtering, and using structured referencing
• Identify, filter, or remove unique or duplicate records
• Import or work with data stored in external databases, such as the General Ledger, using ODBC
• Use advanced techniques, such as Text to Columns, Paste Special, and Go-To Special, to cleanup imported data
• Using advanced functions – SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, CHOOSE, WORKDAY, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, MIRR – to create complex formulas
• Create, manage, and use defined names to simplify formulas
• Use advanced formula auditing and error checking techniques
• Perform advanced data analysis with data tables, subtotals, filters, PivotTables, and PivotCharts
• Use array formulas to round-off in totals and other useful tasks
• Use conditional formatting to create dynamic dashboard displays of tabular data
• Create, manipulate, and customize charts for analyzing and communicating information
• Use SmartArt to create professional quality business figures and illustrations
• And much more…

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Dates & Locations:

Event Date:	Location:	Sponsor Name:
7/15/2009	Harrisburg, PA	Pennsylvania Institute of CPAs Foundation
7/21/2009	Bozeman, MT	Montana Society of CPAs
7/21/2009	Colorado Springs, CO	Colorado Society of CPAs
7/22/2009	Ft. Collins, CO	Colorado Society of CPAs
7/23/2009	Northglenn, CO	Colorado Society of CPAs
7/24/2009	Las Vegas, NV	Nevada Society of CPAs
7/27/2009	Houston, TX	Texas Society of CPAs
7/28/2009	Dallas, TX	Texas Society of CPAs
7/29/2009	Fort Worth, TX	Texas Society of CPAs
8/11/2009	Brookfield, WI	Wisconsin Institute of CPAs
8/19/2009	Columbia, SC	South Carolina Association of CPAs
8/24/2009	San Antonio, TX	Texas Society of CPAs
8/24/2009	Williamsport, PA	Pennsylvania Institute of CPAs Foundation
8/25/2009	Austin, TX	Texas Society of CPAs
8/31/2009	Bellevue, WA	Washington Society of CPAs
9/3/2009	Ashland, NE	Nebraska Society of CPAs
9/17/2009	Shreveport, LA	Society of Louisiana CPAs
9/23/2009	Bloomington, MN	Minnesota Society of CPAs
9/24/2009	Cranberry Township, PA	Pennsylvania Institute of CPAs Foundation
9/29/2009	West Metro Detroit, MI	Michigan Association of CPAs
9/30/2009	Montgomery, AL	Alabama Society of CPAs
10/6/2009	Salt Lake City, UT	Utah Association of CPAs
10/8/2009	Morrisville, NC	North Carolina Association of CPAs
10/20/2009	Atlanta, GA	Georgia Society of CPAs
10/26/2009	Manchester, NH	New Hampshire Society of CPAs
10/29/2009	Augusta, GA	Georgia Society of CPAs
10/29/2009	Providence, RI	Rhode Island Society of CPAs
11/3/2009	Needham, MA	Massachusetts Society of CPAs
11/4/2009	Memphis, TN	Tennessee Society of CPAs
11/16/2009	Phoenix, AZ	Arizona Society of CPAs
12/7/2009	Kenner, LA	Society of Louisiana CPAs
12/29/2009	Denver, CO	Colorado Society of CPAs