Improve Spreadsheets by Building Controls in Excel
Overview
In today’s data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Delivery Method: Individual webcast
CPE Credit: Auditing
Program Level: Intermediate
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.
Highlights
The major topics that will be covered in this class include:
- Learn best practices when designing your spreadsheets
- How to create a proper worksheet structure
- Learn to use Excel's built in features to find errors
- How to create your custom controls to prevent and find errors
- Using links to quickly move to controls
- Using Conditional Formatting to highlight errors
Prerequisites
A good knowledge of using Excel
Designed For
Any Excel user that wants to learn how to create controls within Excel to improve accuracy
Objectives
After attending this presentation you will be able to ...
- Apply best practices when creating your spreadsheets
- Determine which controls you need to develop for your spreadsheets
- Use controls to build more accurate spreadsheets
Preparation
None
Leader(s):
Leader Bios
Bryan Smith, Virtual Chief Information Officer, CPA Crossings, LLC
Bryan Smith, CPA.CITP, CISA, is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.
He has spent more than 30 years helping CPAs with the implementation of technology to automate business processes. He is a nationally-recognized speaker and author on technology issues affecting the CPA profession, with an emphasis on IT security, Excel spreadsheet design and business intelligence (BI).
Bryan, who has a Master of Science in information assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.
Non-Member Price $89.00
Member Price $89.00