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You Don't Know What You Don't Know About Excel 2024

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CalCPA Webcasts

Online, OK 00000

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8.00 Credits

Member Price $299

Non-Member Price $399

Overview

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This course can help users who wish to improve their Excel skills to increase their productivity. The material starts by covering fundamental topics such as time-saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit significantly by taking this course.

Highlights

  • Excel shortcuts and time savers
  • Working with templates, formats, styles and themes
  • Customizing and enhancing Excel
  • Protecting and securing workbooks
  • Formula building and the Excel function library

Prerequisites

An understanding of Excel conventions.

Designed For

CPAs, accountants and financial professionals.

Objectives

  • Recognize the many keyboard shortcuts that are available to save time and effort
  • Indicate how one would use Excel Templates, Styles, and Themes to add uniformity to workbooks they design or edit
  • Indicate how a user can design custom number and date formats to meet their specific needs
  • Recognize ways to add security to the workbooks, including workbook encryption and the use of sheet-level, range level and cell-level security features
  • Recognize formula-building conventions such as order of operation
  • Recall how to troubleshoot formulas that are not working properly
  • Recall how to work with functions in the Excel function library to create powerful formulas

Preparation

None

Leader(s):

Leader Bios

Karl Egnatoff, Phoenix Beach, LLC

Karl W. Egnatoff, CPA, CITP, is based in Myrtle Beach, South Carolina. He has worked as a consultant, trainer and programmer related to financial and business technology projects for the past 18 years. Prior to this, Karl worked in public accounting as well as in private sector accounting for a period of approximately six years. In addition to being a CPA, he is also a Certified Information Technology Professional (CITP).

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Non-Member Price $399

Member Price $299