Excel Formula's Accountants & Financial Professionals Need to Know
4.00 Credits
Member Price $180
Non-Member Price $230
Overview
Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Highlights
The Greatest Hits: Essential Formulas for Every Professional, Dynamic Array Mastery: FILTER, UNIQUE, and SORT, Power Query Integration: Feeding Your Formulas Clean Data, Modern Lookups: Moving Beyond VLOOKUP to XLOOKUP
Prerequisites
None
Designed For
Financial professionals that would like to have better knowledge of Excel
Objectives
Demonstrate the ability to locate data anywhere using Lookup formulas such as VLOOKUP, INDEX & MATCH, Make balance sheet calculations for depreciation & amortization using SLN, DB, DDB & VDB, Determine Interest and payment amounts using PMT, IPMT, NPV, IRR. Additionally how to visualize this data with Excel’s chart functionality, Discover how to do easy statistical analysis using excels, statistical tool pack and related functions., Leverage Excel’s table functionality to make writing formulas more efficient & Effective.
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 $230
Member Price $180