K2's Excel Essentials For Staff Accountants
Course Information
8
CPE Credits
8-Hour Course
Computer Software and Applications (8 Credits)
Fundamental Knowledge of Excel
Prerequisites
Intermediate
Program Level
No
Preparation
Course Information
8
CPE Credits
8-Hour Course
Computer Software and Applications (8 Credits)
Fundamental Knowledge of Excel
Prerequisites
Intermediate
Program Level
No
Preparation
Major Topics
Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!
In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote environments.
Course Description
Staff accountants have specific needs when working with Excel – needs that are often not met by their existing Excel knowledge. Chief among these are the needs to quickly summarize data, prepare accurate and aesthetically pleasing reports, and create 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 they need to maximize their efficiency and accuracy when working with Excel.
This session begins with a quick overview of Excel best practices and then progresses rapidly into discussions that address items such as PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the discussion, accounting-centric examples are used to reinforce key learning points. The session is taught in a “laptop-friendly” environment, and participants will have access to all the demonstration files used in the session. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Learning Objectives
Upon completing this course, you should be able to:
- List five critical best practices associated with creating workbooks and construct workbooks that comply with these principle
- Utilize PivotTables and PivotCharts to quickly summarize and present data, without writing formulas
- Build sophisticated formulas to assist with reporting and analysis, including formulas that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
- Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
- Apply formats quickly and easily to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill
- Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – that depend upon the passage of time
Who is the course for?
Early to mid-career professionals who want to use the power of Excel to solve everyday problems.
Instructional Delivery Method
Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files. This program focuses on Excel for Windows (2013 and newer, including Office 365), but many of the features can be found in Excel for Mac.
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