K2's Excel Essentials for Staff Accountants

K2's Excel Essentials for Staff Accountants
This webcast course presented by the K2E team is a recorded session delivered on a platform which works with all computers and provides an exceptional online learning environment for all participants. Questions can be asked during the session and will be answered via email by the instructor within 24 hours. You must attend the session during the scheduled time to be able to respond to the attendance checks and earn CPD credit.





KE21220203
Level - Intermediate

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 and then progresses rapidly into discussions that address items such as PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the discussion, accounting-centric examples are used to reinforce key learning points. The session is taught 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.

LEARNING OBJECTIVES

Upon completing this course, you should be able to:

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

PREREQUISITES
Fundamental knowledge of Microsoft Office Excel 

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

Time:   08:30am - 5:30pm
Price:  Member - $199, Non-Member $199
Passport: 1 Day
CPD Hours: 7
When
11/2/2021 8:30 AM - 5:30 PM
Where
On-line