May 6, 2025 – May 8, 2025
K2’s Excel Essentials – Multi State May 6-8
Lawrence A. “Mac” McClelland
Accounting, Computer Software and Applications
Earn Up to 24 CPE Credits
Overview
Master Excel from Essentials to Advanced Functions in this interactive three-day virtual conference designed specifically for accountants and CPAs. Whether you’re just starting with Excel or looking to sharpen advanced skills, this program offers comprehensive training to elevate your productivity and accuracy. Over the course of three days, you’ll explore key Excel functionalities through tailored, accounting-centric examples led by expert instructor Lawrence A. “Mac” McClelland. Each session is conducted in a laptop-friendly environment, allowing participants to follow along and practice using demonstration files provided during the program.
Session Details
Tuesday, May 6, 2025
Day #1
K2’s Excel Essentials for Staff Accountants
Session Description
Staff accountants have specific needs when working with Excel. Unfortunately, their existing Excel knowledge often does not meet these needs. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel.
This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Wednesday, May 7, 2025
Day #2
K2’s Excel Tips, Tricks, and Techniques for Accountants
Session Description
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 experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover 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 and best practices for linking Excel data from other sources and streamlining report generation and printing processes.
Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.
Thursday, May 8, 2025
Day #3
K2’s Advanced Excel
Session Description
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 course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.