VIRTUAL Excel Features For Auditors and Accountants
 

VIRTUAL Excel Features For Auditors and Accountants

Virtually all auditors and accountants use Excel on a daily basis. Yet, many of them don’t take advantage of some of Excel’s best features for accountants and auditors. If you are unsure whether you use Excel optimally in accounting and auditing environments, this session is for you!

In this course, you will learn about features such as tables, PivotTables, data models, and dynamic array formulas. You will also learn various data analytics techniques available in Excel, including tools to creating more accurate forecasts. This is a “must-see” session if you’re interested in working more efficiently and effectively with Excel.

Major Topics:

  • Key new features in Excel, including XLOOKUP and Dynamic Arrays

  • Summarizing data efficiently with Tables, PivotTables, and Data Models

  • How to use Excel for more accurate forecasts

  • Using Excel in data analytics environments

Learning Objectives:

  • List examples of new Excel features and how you can put them to use

  • Identify how Tables, Data Models, and PivotTables can work together for improved reports and summaries

  • Cite examples of Excel forecasting options

  • List Excel features that you can use to generate data analytics 

Presented by:  Thomas G. Stephens, K2 Enterprises

Date: Tuesday, March 11, 2025

Time:  8:00am - 12:00pm CST

CPE Credits:  4 non-NASBA CPE credits awarded upon participation and completion of the course

Price:  $125 Members;  $175 Non-Members

Platform:  Zoom - A link will be sent closer to the event

GROUP DISCOUNT: 10% off each registration for groups of 4 or more!  Discount applied during the registration process.  Use discount code "Excel10".

46 spaces remain.