Course Description

Is This Course Right For Me?   

 

Microsoft Office Excel is a powerful tool for analyzing financial data and preparing financial reports and if you are ready to harness the power of Excel for financial reporting and analysis, then this program is for you.  In this course, you will learn how to put Excel to use to deliver accounting and financial solutions in critical areas such as formatting reports and financial statements using advanced techniques, assembling and printing reports and schedules, and using templates to automate reporting processes. You will also learn options for consolidating financial data from multiple sources, how to create Excel visualizations to improve reader’s comprehension of financial information, and advanced data analysis techniques such as PivotTables connected in real-time to your accounting database.

Like most powerful tools, Excel contains features and functions useful for reporting and analysis that are not immediately obvious to many users. In this course, you will uncover many of these hidden features to help you prepare computationally accurate and aesthetically pleasing reports in far less time than you might imagine possible. You do not want to miss this opportunity to learn how to take advantage of Excel to overcome many of the reporting and analysis obstacles currently facing you.

“This was an outstanding session I would highly recommend.” T.K., CPA NJ

“The course was right on target. Great examples for functional application immediately upon return to the office.” W.L., CPA TX

Course Information

CPE Credit: Recommended for 8 hours Accounting

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: Advanced

Advance preparation: None

Who should attend: Accounting and financial professionals desiring more knowledge in using Excel for financial statement preparation and analysis

Learning Objectives

Upon completing this course, you should be able to:

  • Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
  • Identify opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
  • Differentiate between Excel’s default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
  • Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysis
  • List and apply four techniques for consolidating data in Excel
  • Create visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable

Dates & Locations

Event Date Location Sponsor Name
6/29/2017 Framingham, MA Massachusetts Society of CPAs
7/26/2017 Malvern, PA Pennsylvania Institute of CPAs Foundation
8/17/2017 Cranberry, PA Pennsylvania Institute of CPAs Foundation
8/22/2017 Atlantic City, NJ NJSCPA Education Foundation, Inc.
8/25/2017 KY Kentucky Society of CPAs
9/28/2017 Bloomington, MN Minnesota Society of CPAs
10/17/2017 Bellevue, WA Washington Society of CPAs
10/31/2017 Trevose, PA Pennsylvania Institute of CPAs Foundation
11/1/2017 Harrisburg, PA Pennsylvania Institute of CPAs Foundation
11/13/2017 Tulsa, OK Oklahoma Society of CPAs