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 seven 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, and exploring Excel Services and web access. 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 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
• Explore Excel Services and Excel Web Access for communicating and distributing information
• And much more...

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Dates & Locations:

Event Date:	Location:	Sponsor Name:
5/20/2008	Norwood, MA	Massachusetts Society of CPAs
5/22/2008	Malvern, PA	Pennsylvania Institute of CPAs Foundation
6/2/2008	Bend, OR	Oregon Society of CPAs
6/10/2008	Troy, MI	Michigan Association of CPAs
6/18/2008	Mosinee, WI	Wisconsin Institute of CPAs
6/25/2008	Breinigsville, PA	Pennsylvania Institute of CPAs Foundation
6/26/2008	Little Rock, AR	Arkansas Society of CPAs
7/17/2008	Houston, TX	Texas Society of CPAs
7/22/2008	Columbia, SC	South Carolina Association of CPAs
7/22/2008	Louisville, KY	Kentucky Society of CPAs
7/28/2008	Longmont, CO	Colorado Society of CPAs
8/12/2008	Durango, CO	Colorado Society of CPAs
8/13/2008	Brookfield, WI	Wisconsin Institute of CPAs
8/25/2008	Oklahoma City, OK	Oklahoma Society of CPAs
9/2/2008	Pelham, AL	Alabama Society of CPAs
9/4/2008	IL	Illinois CPA Foundation
9/4/2008	Mobile, AL	Alabama Society of CPAs
9/8/2008	Charleston, WV	West Virginia Society of CPAs
9/8/2008	Hudson, OH	Ohio Society of CPAs
9/9/2008	Dublin, OH	Ohio Society of CPAs
9/9/2008	Honolulu, HI	Hawaii Society of CPAs
9/10/2008	Fairfield, OH	Ohio Society of CPAs
9/11/2008	Kansas City, MO	MSCPA Educational Foundation
9/23/2008	Providence, RI	Rhode Island Society of CPAs
9/24/2008	Iselin, NJ	NJSCPA Education Foundation, Inc.
9/25/2008	Spokane, WA	Washington Society of CPAs
9/29/2008	Macon, GA	Georgia Society of CPAs
9/29/2008	St. Louis, MO	MSCPA Educational Foundation
9/30/2008	LaVista, NE	Nebraska Society of CPAs
10/2/2008	SD	South Dakota Society of CPAs
10/20/2008	Pigeon Forge, TN	Tennessee Society of CPAs
10/20/2008	Timonium, MD	Surgent McCoy, CPE LLC
10/24/2008	West Des Moines, IA	Iowa Society of CPAs
10/30/2008	Duluth, GA	Georgia Society of CPAs
11/3/2008	Nashville, TN	Tennessee Society of CPAs
11/4/2008	Bellevue, WA	Washington Society of CPAs
11/10/2008	Phoenix, AZ	Arizona Society of CPAs
11/11/2008	Eugene, OR	Oregon Society of CPAs
11/12/2008	Portland, OR	Oregon Society of CPAs
11/17/2008	Denver, CO	Colorado Society of CPAs
11/18/2008	Bloomington, MN	Minnesota Society of CPAs
11/19/2008	Manchester, NH	New Hampshire Society of CPAs
11/20/2008	Mars, PA	Pennsylvania Institute of CPAs Foundation
12/11/2008	Boise, ID	Idaho Society of CPAs