Seminar In-Depth

Course Description

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 and error-prone processes to complete everyday tasks. This highly acclaimed course contains hundreds of tips, tricks, and techniques to improve your productivity and accuracy. Its content is based on over twenty years of experience in delivering Excel training to accountants and on feedback from tens of thousands of accounting and financial professionals just like you. The course has six major areas of topical coverage: productivity tips and tricks, formatting essentials, customizing Excel, formula-building essentials, three-dimensional workbooks, and printing essentials. 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.

This course includes coverage of features found in Excel 2003, 2007, and 2010.

 “I have taken other Excel classes, but they were not geared toward Accountants. This seminar provided practical & relevant information for use in my daily work.” A.S., CPA MI

“This is the most effective CPE course I have ever attended. It will truly help me be more efficient & effective at work.” E.K., CPA PA

Course Information

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

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

Prerequisites: Fundamental knowledge of Excel operations

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

• Identify tips and tricks in Excel such as Freeze Panes, Split Windows, Selecting Cells with Special Characteristics, Using AutoCorrect, Adding Date and Time Stamps, Working with the Office Clipboard, and Paste Special and describe how to use each to increase productivity with Excel
• Describe tools and techniques for formatting in Excel, including Multiline Column Headings, The Accounting Format, Custom Date and Number Formats, The Hidden Format, and Conditional Formatting
• Identify opportunities to customize Excel and describe procedures for Customizing the Ribbon, Customizing the Quick Access Toolbar, Adjusting Excel's Options, Using Templates to Increase Productivity, Modifying Excel's Global Templates, and Working with Custom Themes
• Describe Excel's formula building tools, including Absolute vs. Relative Cell References, The Formula Bar, The Formula Tab, Performing Calculations on Dates, Splitting and Combining Text Strings, Using the Text to Columns Wizard, Working with Defined Names, Conditional Calculations, VLOOKUPs and HLOOKUPs, and Circular References
• Describe how to link data from multiple Excel workbooks, including Creating Links, Updating Links, Managing Links, Handling Broken Links, Combining Single-Sheet Workbooks, Creating Sum-through Formulas and Rolling Reports
• Define the process for printing data from Excel, including describing How to  Adjust Various Print Settings, Using the Camera Feature to Create Report Forms, Working with Custom Views to Automate Print Settings, and Using Report Manager to Print Reports

Dates & Locations