Seminar In-Depth

Microsoft Word: Essential Tools and Techniques for Accountants
Course Description

From financial statements to proposals to reports for the board of directors, accounting and financial professionals use Microsoft Word on a daily basis, yet most are not able to efficiently achieve the results they are seeking because they are unaware of the accountant-centric features of the application. If you are a Word user and are seeking to get better results in less time, then this course is a must for you!

Focused solely on the needs of accounting and financial professionals, this course provides real world guidance on how to solve the challenges accountants face when using Word. From formatting issues to tables and Styles to integrating Word with other applications, this course covers the major "pain points" accountants have when using Word and provides practical guidance on how to resolve the issues accountants face when utilizing Word. In just one day, you will discover the key features in Microsoft's ubiquitous word processing application that are sure to increase your personal productivity.

 

"I always enjoy the K2E classes. The instructors are very knowledgeable and helpful." M.R. NE

"I learned some new tips that I can put to work right away." K.H., CPA NM

Course Information

CPE Credit:

Instructional
delivery method:

Prerequisites:


Program level:


Advanced preparation:


Designed for:

Who should attend:

Recommended for 4 hours Accounting and 4 hours Specialized Knowledge and Applications


Group - live demo and discussion using color computer projection - NOT a hands-on course

None

Intermediate

None

Accounting and financial professionals who work with Microsoft Word

Accounting and financial professionals who work with or plan to work with Word and who desire to become more efficient in using this application

Course Highlights
  • Using Styles, Word's best kept secret
  • Removing the mysteries of working with Word tables
  • Following best practices for preparing and formatting financial statements in Word
  • Formatting Word documents with Themes
  • Customizing Word for optimal efficiency
  • Integrating Word with Excel, PowerPoint, Access, and PDFs
  • Tracking changes to Word documents, including tools for reviewing and protecting documents
  • Creating tables of contents, tables of figures, indexes, and cross-references in documents
  • Taking advantage of new features in Word 2007 and 2010 such as Quick Parts, SmartArt, and improved charting
  • Working with templates for maximum efficiency
  • Productivity-enhancing tools and techniques
  • Creating charts in Word documents
Dates & Locations
Event Date: Location: Sponsor Name:
8/17/2010 Louisville, KY Kentucky Society of CPAs
9/28/2010 Bellevue, WA Washington Society of CPAs
11/16/2010 Kenner, LA Society of Louisiana CPAs

CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

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