Course Description

Is This Course Right For Me?      

 

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.

The content of this course draws from over twenty-five years of experience in delivering Excel training to accountants and other business professionals and throughout the program, relevant, real-world examples reinforce the major topics presented. You do not want to miss this opportunity to become more efficient and proficient in Microsoft Office Excel, the accounting and financial professional’s tool of choice. This course covers advanced Excel topics found in Excel 2007 through Excel 2016.

“Very effective presentation – great material & reference book.” D.M., CPA PA

 “The most enjoyable and productive course I have ever taken to improve my technology and productivity skills.” M.G., CPA NH

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: Experienced Excel User

Program level: Advanced

Advance preparation: None

Who should attend: Business professionals who work with Excel 2007 or newer and want to extend their knowledge with advanced features and functions

Learning Objectives

Upon completing this course, you should be able to:

  • Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
  • Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
  • Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools to manipulate the data to meet specific needs
  • Use advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas
  • Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
  • Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Dates & Locations


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Event Date Location Sponsor Name
11/28/2017 Dublin, GA Georgia Society of CPAs
12/1/2017 Valdosta, GA Georgia Society of CPAs
12/7/2017 Waukesha, WI Wisconsin Institute of CPAs
12/8/2017 Duluth, GA Georgia Society of CPAs
12/11/2017 Augusta, GA Georgia Society of CPAs
12/18/2017 Lafayette, LA Society of Louisiana CPAs