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Monday, April 15, 2024 Live Webcast

Excel for Staff Level 2 - Getting More Out of Excel (X2-42577)

2:00 PM - 4:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

Excel can do so many things but what are some of the features that can really help accountants take their Excel skills to the next level? This course is designed to do just that. To learn ALL the capabilities of Excel would take hundreds of hours of training, so this two-hour course is designed to give you a jump start on the most important features that you can immediately begin implementing in your spreadsheets.

DESIGNED FOR

Any Excel user that wants to their spreadsheets to the next level.

BENEFITS

After attending this presentation, you will be able to...

  • Identify the best practices for setting up spreadsheets for data analysis
  • Apply the use of Consistent Column Calculations to improve the accuracy of your spreadsheets

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Overview of setting up spreadsheets for data analysis and how Excel Tables can help
  • Learning the importance of Consistent Column Calculations
  • How to use Conditional

COURSE LEVEL

Intermediate

PREREQUISITES

Excel for Staff Level 1 or similar course

ADVANCE PREPARATION

None

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.