Microsoft Excel is a powerful tool for analyzing financial data and preparing financial reports, but like most powerful tools, it contains hidden features and functionality useful for these purposes that are not obvious to users, both novice and expert alike. The purpose of this course is to uncover these hidden features so that users may prepare computationally accurate and aesthetically pleasing reports in a more effective and efficient manner. It provides solutions for accountants in the following seven major topic areas: advanced techniques for formatting reports and financial statements, assembly and printing of reports and schedules, using templates to automate reporting processes, advanced financial analysis with PivotTables connected to the General Ledger using ODBC, data consolidation, using charts and digital dashboards for presenting financial information, and publishing financial information via the web. Participants will have access to sample data files.

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Course Information:

CPE Credit: Recommended 4 hours Specialized Knowledge and Applications and 4 hours Accounting

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

Prerequisites: Good working knowledge of Excel

Program level: Advanced

Advanced preparation: None

Designed for: Accountants desiring more knowledge in the use of Excel for financial statement preparation and analysis

Who should attend: Those who utilize Excel for preparing and analyzing financial reports

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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
• Use Custom Views and the Report Manager to automate report printing, and use the Camera to create complex reports from multiple ranges
• Linking Word documents to Excel data
• 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
• 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
• Consolidate data using sum-through and wild-card formulas, the data consolidate command, and consolidation PivotTables
• Produce rolling reports with formulas using end-point sheets or end-point columns
• Save documents as PDF or XPS files to ease communication and distribution
• Protect documents using password encryption or Information Rights Management
• Digitally sign and restrict changes to Word documents and Excel workbooks
• Remove hidden metadata from workbooks and documents before distribution

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Dates & Locations:

Event Date:	Location:	Sponsor Name:
6/9/2008	Bloomington, MN	Minnesota Society of CPAs
6/12/2008	Overland Park, KS	Kansas Society of CPAs
6/13/2008	Bellevue, WA	Washington Society of CPAs
7/22/2008	Dallas, TX	Texas Society of CPAs
8/7/2008	Oxford, MS	Mississippi Society of CPAs
9/15/2008	Morrisville, NC	North Carolina Association of CPAs
9/25/2008	Manchester, NH	New Hampshire Society of CPAs
9/29/2008	Pelham, AL	Alabama Society of CPAs
10/1/2008	Little Rock, AR	Arkansas Society of CPAs
10/2/2008	Dublin, OH	Ohio Society of CPAs
10/9/2008	Baton Rouge, LA	Society of Louisiana CPAs
10/16/2008	Kenner, LA	Society of Louisiana CPAs
10/27/2008	Mars, PA	Pennsylvania Institute of CPAs Foundation
10/28/2008	Columbia, SC	South Carolina Association of CPAs
10/28/2008	Denver, CO	Colorado Society of CPAs
10/29/2008	Fairfield, OH	Ohio Society of CPAs
10/29/2008	Malvern, PA	Pennsylvania Institute of CPAs Foundation
11/6/2008	Atlanta, GA	Georgia Society of CPAs
11/18/2008	Roseland, NJ	NJSCPA Education Foundation, Inc.