K2's Excel Best Practices

K2's Excel Best Practices

K2’s Excel Best Practices

Computer Software and Applications
8 CPE Credits
Course - K2's Excel Best Practices
23s-ebp
Webinar
Live
Intermediate
400 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • Best practices associated with creating Excel workbooks, including managing workbooks
  • How to secure Excel workbooks
  • Collaboration options and best practices in Excel
  • Effective reporting techniques in Excel

Learning Objectives

  1. List critical spreadsheet design fundamentals
  2. Identify techniques used to minimize data input errors
  3. Utilize Excel’s Table feature as a foundational component of spreadsheets
  4. Identify and implement three different methods for consolidating data
  5. Utilize various Excel features, such as Go To Special, to solve specific spreadsheet issues
  6. List and apply four techniques for sharing an Excel workbook and collaborating with others
  7. Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
  8. Identify the advantages of working with Defined Names in Excel
  9. List and apply six techniques for securing Excel data

Description

As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.

Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.

Compliance Information

Excel users who want to learn best practices for working with spreadsheets None Computer Software and Applications 8 Credits November 2, 2022
Topics

Overview

As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.

Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.

Course Details

  • Overview of CRM functionalities tailored to accounting, including customizations and integrations
  • Integrated tools that leverage CRM data for automating tasks and improving efficiency
  • Strategies for successfully adopting a CRM platform and solutions to overcome common challenges

  1. Define Customer Relationship Management (CRM) and explain its significance in business automation
  2. Identify key CRM features that optimize accounting and financial workflows
  3. Name at least two best practices for implementing and customizing CRM systems for use in common accounting workflows

Intended Audience — Accounting and other business professionals seeking to leverage CRM technologies for more profitable client/customer interactions

Advanced Preparation — None

Field of Study — Information Technology

Credits — 2 Credits

IRS Program Number –

Published Date – January 1, 2025

Revision Date –

Course Authors

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