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Monday, June 13, 2016 Live

Fundamentals of Excel That Every CPA Should Know (E1606173)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

APA Hotel Woodbridge

120 Wood Avenue South
Iselin , NJ 08830

8 CPE Credits in CS

OVERVIEW

Whether you are relatively new to the accounting industry or have been around for a number of years, there is a good chance that you are developing your Excel spreadsheets the hard way and leaving them susceptible to errors and omissions of important data. This seminar will teach you the fundamentals of good spreadsheet design and increase your accuracy and efficiency when creating Excel spreadsheets. To get the most out of the presentation, we recommend that you bring your laptop to follow along.

DESIGNED FOR

CPAs and anyone who wants to optimize their use of Excel to build better spreadsheets.

BENEFITS

  • Create spreadsheets with maximum efficiency
  • Create formulas with greater accuracy
  • Make your spreadsheets more professional in appearance

HIGHLIGHTS

  • Getting to know the Excel interface
  • How to efficiently enter data into Excel
  • The art of building better formulas and making calculations that are more accurate
  • The power of Defined Names and tables to create more accurate spreadsheets
  • Using some of the most popular Excel Functions
  • Best practices for printing your spreadsheets
  • Tips & tricks for preparing your spreadsheets for distribution

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

Bring your laptop to follow along. The instructor example files will be available prior to class.

ADDITIONAL NOTES

  • This IS NOT a hands-on course.

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

PRICING

$299.00 - Member

$399.00 - Nonmember

Event Cancelled

This event has been cancelled.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings