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CPE Sponsors

K2 Enterprises is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. or by visiting the web site: www.nasba.org

SEMINARS : COURSE DETAILS

Excel - Beyond the Basics

Excel is the accountant's tool of choice for analyzing and reporting financial data, yet most accountants have never received any formal Excel training. As a result, many accountants use time consuming, error prone, trial and error processes to complete everyday tasks. This highly acclaimed course contains hundreds of tips, tricks, and advanced techniques to improve your productivity and accuracy. 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. The course has six major areas of topical coverage: customizing the work environment, building and auditing formulas, creating and using three-dimensional workbooks, report design and formatting, advanced printing and presentation, and general productivity tips and tricks. If you are an Excel user, regardless of your level of experience, and you have never taken a formal Excel training course for accountants, you need this course! Participants will have access to sample data files.


Course Information:

CPE Credit: 8 Hours Specialized Knowledge and Applications

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

Prerequisites: None

Program level: Intermediate

Advanced preparation: None

Designed for: Accountants who want to learn how to use Excel more efficiently and effectively

Who should attend: Users or potential users of Excel


Course Highlights:

  • Easily apply and control underlining, spacing, and label alignment with the Accounting Format
  • Use Precision as Displayed to insure accuracy of footings and cross-footings, and eliminate positive and negative zeros in reports
  • Select and act on multiple cells, ranges, rows, columns, and sheets simultaneously
  • Use custom number formats to report in thousands, millions, or billions
  • Customize your work environment by modifying the default workbook and worksheet templates
  • Customize the toolbar so that frequently used commands are readily available
  • Use advanced functions, such as IF, VLOOKUP, SUBTOTAL, IFERROR, SUMIF and COUNTIF for making calculations
  • Use label functions to parse data and combine text and numbers
  • Create, manage, and use defined names to simplify formulas
  • Investigate and understand formula auditing and error checking
  • Work confidently with three-dimensional workbooks
  • Find, modify, or delete linked formulas or broken links
  • Understand the printing process – print multiple ranges or worksheets simultaneously, apply print settings to multiple worksheets, use Custom Views and the Report Manager to automate report printing, and use the Camera to create complex reports from multiple ranges
  • Use Paste Special to transpose columns and rows, convert negative values, or copy column widths
  • Use Auto-Fill to fill a column with values or dates, copy formulas, or enter custom headings
  • And much more...

Dates & Locations :

Event Date: Location: Sponsor Name:
5/28/2008 Bloomington, MN Minnesota Society of CPAs
5/29/2008 Grand Rapids, MI Michigan Association of CPAs
6/2/2008 Mosinee, WI Wisconsin Institute of CPAs
6/2/2008 Rocky Hill, CT Education&Research Foundation of the CT Society of CPAs
6/5/2008 Tacoma, WA Washington Society of CPAs
6/16/2008 Tulsa, OK Oklahoma Society of CPAs
6/17/2008 Louisville, KY Kentucky Society of CPAs
6/17/2008 Portland, OR Oregon Society of CPAs
6/18/2008 Ridgeland, MS Mississippi Society of CPAs
6/24/2008 Wichita, KS Kansas Society of CPAs
7/10/2008 NYC, NY New York State Society of CPAs
7/22/2008 Albany, NY New York State Society of CPAs
7/25/2008 IL Illinois CPA Foundation
7/29/2008 Missoula, MT Montana Society of CPAs
8/5/2008 Melville, NY New York State Society of CPAs
8/13/2008 Mars, PA Pennsylvania Institute of CPAs Foundation
8/14/2008 Denver, CO Colorado Society of CPAs
8/19/2008 Memphis, TN Tennessee Society of CPAs
8/20/2008 Rochester, NY New York State Society of CPAs
8/21/2008 Providence, RI Rhode Island Society of CPAs
9/16/2008 Nashville, TN Tennessee Society of CPAs
9/17/2008 Shreveport, LA Society of Louisiana CPAs
9/29/2008 Malvern, PA Pennsylvania Institute of CPAs Foundation
10/8/2008 Bellevue, WA Washington Society of CPAs
10/20/2008 Phoenix, AZ Arizona Society of CPAs
10/22/2008 Williamsport, PA Pennsylvania Institute of CPAs Foundation
10/23/2008 Salt Lake City, UT Utah Association of CPAs
11/3/2008 Knoxville, TN Tennessee Society of CPAs
11/6/2008 Harrisburg, PA Pennsylvania Institute of CPAs Foundation
11/17/2008 Mankato, MN Minnesota Society of CPAs