Excel Functionality That Every Accountant Should Know
2.00 Credits
Member Price $105
Non-Member Price $135
Overview
Excel is the default program for many financial professionals-and highly effective-if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This course will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid.Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this course with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.
Highlights
Review of Tables and how they improve virtually every operation in Excel. , Discuss essential Excel functions and features that every financial professional should know how to use. , Review how to collaborate with colleagues in real-time with OneDrive or SharePoint. , Review PivotTables and their significant features. , Take a detailed look at Power Query and how this tool can revolutionize your workflow.
Prerequisites
None
Designed For
Financial professionals that would like to have better knowledge of Excel
Objectives
Describe the features and functions of Excel Tables and data modeling., List and detail Excel functions that are the most useful for financial professionals., Outline the main features and functionalities of Power Query and how it can be used to improve organizational reporting., Demonstrate how to create a pivot table in Excel and how to utilize their major functions., Describe the purpose and intention of Microsoft Power BI. Explain how it can be a great complement to Excel for financial reporting.
Preparation
None
Leader(s):
Leader Bios
Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises
Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.
Non-Member Price $135
Member Price $105