K2's Excel Essentials for Staff Accountants
Tuesday, May 6, 2025
9 a.m.-4:30 p.m. Central
8 CPE (8 non-technical)
Course code: 25SR-P001
View pricing
Staff accountants rely on Excel, but their existing skills sometimes fall short. Gain the knowledge needed to maximize efficiency and accuracy when working in Excel, helping you summarize data quickly, generate polished reports and create accounting-specific calculations for depreciation, amortization and interest. Explore Excel best practices and dive into PivotTables, advanced formulas, Tables, formatting and date functions. Learn through real-world accounting examples in a laptop-friendly environment with access to all demonstration files.
Major subjects
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Best practices for creating and working with Excel workbooks
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Using Excel functions when creating formulas
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PivotTables in modern reporting environments
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Best practices for formatting your workbooks
Learning objectives
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Use PivotTables and PivotCharts to summarize and present data without generating formulas
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Build sophisticated formulas to assist with reporting and analysis
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Create Tables from ranges of Excel data
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Identify the primary advantages of working with Tables
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Apply formats quickly and efficiently to Excel reports
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Understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection and Flash Fill
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Work with date-oriented data in Excel and create calculations involving the passage of time
Who should take this program?
- Staff accountants and financial professionals who want to use the power of Excel in common business situations to summarize and analyze data
Pricing
|
Standard Member Fee |
$375.00
|
 Standard Nonmember Fee |
$475.00
|
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