K2's Excel Functionality That Every Accountant Should Know (2 hours - morning) - Webcast

Overview

Excel is the default program for many financial professionals-and highly effective-if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This course will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid. Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this course with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.

Highlights

Designed For

Financial professionals that would like to have better knowledge of Excel.

Objectives

Describe the features and functions of Excel Tables and data modeling.
List and detail Excel functions that are the most useful for financial professionals.
Outline the main features and functionalities of Power Query and how it can be used to improve organizational reporting.
Demonstrate how to create a pivot table in Excel and how to utilize their major functions.
Describe the purpose and intention of Microsoft Power BI. Explain how it can be a great complement to Excel for financial reporting.

Fees

Code

Credits

Level

Vendor

Fields of Study

Leader(s):

Stephen Yoss, K2 Enterprises

Leader Bios

Stephen Yoss, K2 Enterprises

Stephen M. Yoss, Jr., MS, CPA, is a visionary CPA and the entrepreneurial mind behind Devmatics, LLC. Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by an Masters of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.

At the helm of Devmatics since 2017, Stephen specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family's firm, Yoss & Allen, where he revolutionized their technological infrastructure.

As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.

Stephen's expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he's contributed to some of the nation's most memorable fireworks displays, including the Macy's July 4th Spectacular and the Golden Gate Bridge's 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.

When he's not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he's at Burning Man or volunteering in his hometown of Big Bear Lake, CA.

Dive deeper into Stephen's blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.

(3/27/24)

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