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K2's Excel Tips, Tricks, and Techniques for 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.
 Tue, 06/10/2025 from 9:00 am to 4:37 pm
 Sat, 06/21/2025 from 1:00 pm to 8:37 pm
 Fri, 06/27/2025 from 11:00 am to 6:37 pm
 Tue, 07/01/2025 from 9:00 am to 4:37 pm
 Fri, 07/18/2025 from 11:00 am to 6:37 pm
 Tue, 07/22/2025 from 9:00 am to 4:37 pm
 Fri, 08/08/2025 from 11:00 am to 6:37 pm
 Tue, 08/12/2025 from 9:00 am to 4:37 pm
 Sat, 08/16/2025 from 1:00 pm to 8:37 pm
 Fri, 08/29/2025 from 11:00 am to 6:37 pm
 Tue, 09/02/2025 from 9:00 am to 4:37 pm
 Fri, 09/19/2025 from 11:00 am to 6:37 pm
 Tue, 09/23/2025 from 9:00 am to 4:37 pm
 Fri, 10/10/2025 from 11:00 am to 6:37 pm
 Tue, 10/14/2025 from 9:00 am to 4:37 pm
 Sat, 10/18/2025 from 1:00 pm to 8:37 pm
 Fri, 10/31/2025 from 11:00 am to 6:37 pm
 Tue, 11/04/2025 from 9:00 am to 4:37 pm
 Fri, 11/21/2025 from 10:00 am to 5:37 pm
 Tue, 11/25/2025 from 9:00 am to 4:37 pm
 Fri, 12/12/2025 from 10:00 am to 5:37 pm
 Tue, 12/16/2025 from 9:00 am to 4:37 pm
Designed For:

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

Prerequisite:

Fundamental knowledge of Microsoft Office Excel 2019 or newer

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. In this course, you will discover 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.

Your K2 instructor will reinforce key learning points throughout the program 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.

Delivery Method: Individual webcast
CPE Credit: Accounting, 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

  • Utilize various formula building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP 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 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

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.