Course Description

Is This Course Right for Me?     



Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

Throughout the program, your K2 instructor will reinforce key learning points with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.

“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 Computer Software and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files. Program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.

Prerequisites: Fundamental knowledge of Microsoft Office Excel 2007 or newer

Program level: Intermediate

Advance preparation: None

Who should attend: Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

Learning Objectives

Upon completing this course, you should be able to:

  • Identify situations in which various Excel features can increase productivity and apply each of these techniques in context, such as Freeze Panes, Split Windows, selecting cells with special characteristics,
  • AutoCorrect, the Office Clipboard, and Paste Special
  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  • Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
  • Utilize various formula building tools to create formulas more efficiently and create various types of formulas, including formulas, to manipulate text and dates, formulas containing VLOOKUP and
  • HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
  • Implement procedures for producing Excel-based reports, including adjusting print settings,   using the Camera feature to create report forms, and working with Custom Views to automate print settings

Dates & Locations


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Event Date Location Sponsor Name
6/5/2017 Waltham, MA Massachusetts Society of CPAs
9/26/2017 Bloomington, MN Minnesota Society of CPAs
9/29/2017 Jekyll Island, GA Georgia Society of CPAs
10/18/2017 Roseland, NJ NJSCPA Education Foundation, Inc.
10/24/2017 Beaverton, OR Oregon Society of CPAs
11/6/2017 Spokane, WA Washington Society of CPAs
11/29/2017 Albany, GA Georgia Society of CPAs