K2's Excel Tips, Tricks, and Techniques for Accountants

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Jun 14, 2018

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM

Fees

Member Fee: $329.00
Nonmember Fee: $429.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -164.00

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 level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel.

NOTE: 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.

Designed For

Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively.

Objectives

In this course, you will learn 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, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes. Throughout the program, your K2 instructor will reinforce key learning points with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.

Major Subjects

Upon completing this course, you should be able to: Identify situations in which various Excel features can increase productivity and apply each of these techniques in context, such as Freeze Panes, Split Windows, selecting cells with special characteristics, Autocorrect, the Office Clipboard, and Paste Special * Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting * Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity * Utilize various formula building tools to create formulas more efficiently and create various types of formulas, including formulas, to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references * Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports * Implement procedures for producing Excel-based reports, including adjusting print settings, using the Camera feature to create report forms, and working with Custom Views to automate print settings.

Leaders

Steven Phelan

Steven M. Phelan, CPA.CITP, manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, accounting, business advisory and technology consulting services. He is both a Certified Public Accountant and Certified Information Technology Professional and received his Bachelor of Accountancy degree from the University of Oklahoma. He also holds several vendor specific software certifications.

Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs. Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee and has served on numerous other committees. In 2012, Steven was selected as a Trailblazer, an OSCPA member under 40, recognizing innovation, professional dedication and community commitment. He also received the OSCPA President’s Award for his work with the New CPA Committee. Steven is active in the Mustang, Oklahoma community and is currently serving as Treasurer for the Mustang Public School Foundation. Previously, Steven served as Treasurer for Friends of the Mustang Public Library, Inc.

Steven was added as a discussion leader for K2 Enterprises in 2013. Through K2 Enterprises, Steven speaks to CPAs throughout the nation covering a variety of computer software and technology related topics. Mr. Phelan is also a frequent speaker at seminars and conferences sponsored by a variety of state and local organizations.

Steven has written a number of technology related articles for state and national publications. He is a frequent contributor to CPA Practice Advisor where he reviews tax and accounting related software solutions. (Rev 3/17)