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K2's Excel Essentials For Staff Accountants

 Various
 
8.0
Registration is Open
Member Price
$225.00 Regular Registration
Your Price
$275.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Mon, 06/02/2025 from 11:00 am to 7:00 pm
 Wed, 06/11/2025 from 12:00 pm to 8:00 pm
 Wed, 07/02/2025 from 12:00 pm to 8:00 pm
 Wed, 07/23/2025 from 10:00 am to 6:00 pm
 Sat, 08/02/2025 from 11:00 am to 7:00 pm
 Wed, 08/13/2025 from 12:00 pm to 8:00 pm
 Tue, 08/19/2025 from 10:00 am to 6:00 pm
 Wed, 09/03/2025 from 12:00 pm to 8:00 pm
 Wed, 09/24/2025 from 12:00 pm to 8:00 pm
 Thu, 10/02/2025 from 11:00 am to 7:00 pm
 Wed, 10/15/2025 from 12:00 pm to 8:00 pm
 Wed, 11/05/2025 from 12:00 pm to 8:00 pm
 Wed, 11/26/2025 from 10:00 am to 6:00 pm
 Tue, 12/02/2025 from 11:00 am to 7:00 pm
 Wed, 12/17/2025 from 12:00 pm to 8:00 pm
Designed For:

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Prerequisite:

Fundamental knowledge of Microsoft Office Excel 2019 or newer

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. 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 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.

 

Delivery Method: Individual webcast
CPE Credit: Computer software & applications
Program Level: Intermediate

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

Objectives

  • List five critical best practices associated with creating workbooks and construct workbooks that comply with these principles
  • Utilize PivotTables and PivotCharts to summarize and present data quickly, 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 efficiently 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 involve the passage of time

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.