Webinar

K2's Excel Tips, Tricks and Techniques for Accountants

Wednesday, May 7, 2025
9 a.m.-4:30 p.m. Central
8 CPE (4 technical, 4 non-technical)

Course code: 25SR-P002
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Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Discover tips, tricks and techniques to improve your productivity, reduce time you spend on mundane tasks and customize Excel for greater accuracy and efficiency. Learn valuable formula-building skills and best practices for linking Excel data from other sources and streamlining report generation and printing processes. Key learning points will be reinforced with practical, real-world examples to improve your understanding and comprehension.

Major subjects

Data formatting
Excel customization
Efficiency and productivity when using Excel
Excel formulas and calculations
Data linking and management

Learning objectives

Implement tools and techniques for formatting data in Excel
Customize Excel's user environment including the Ribbon and the Quick Access Toolbar
Adjust Excel's Options to improve efficiency
Create and use Templates to increase efficiency and productivity
Use formula-building tools to streamline your workflow and create various types of formulas efficiently.
Link data across multiple Excel worksheets and workbooks
Update and manage links
Create sum-through formulas and rolling reports

Who should take this program?

Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

Pricing

Standard Member Fee	$375.00
Standard Nonmember Fee	$475.00

MNCPA members save $100.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $475.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.