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

  • Fraud in small business environments
  • Internal control options in small business accounting software
  • Understanding the need for application controls and general controls
  • Common challenges associated with implementing appropriate internal controls in small business environments

  1. Cite internal control fundamentals, including definitions and concepts, types of internal control activities, and the need for internal controls
  2. Identify common small business control deficiencies and issues, including concentration of ownership and inadequate segregation of duties, and list five key risk areas for small businesses
  3. Recognize the common types of fraud schemes occurring in small businesses and implement internal control measures to reduce the threat of becoming a victim
  4. List the objectives and common deficiencies of small business accounting systems
  5. Define the purpose of general controls and list examples of typical control techniques in small businesses
  6. Implement technology tools to prevent and detect occupational fraud
  7. List opportunities to enhance security over information systems and sensitive data

Intended Audience — Business professionals responsible for internal control and fraud prevention and detection

Advanced Preparation — None

Field of Study — Auditing

Credits — 8 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

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