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Webinar

K2's Advanced Excel

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

Course code: 25SR-P003
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Become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This laptop-friendly, hands-on course explores advanced Excel topics found in Excel 2019, covering six key areas: collaborating and securing workbooks, analyzing data with tables, integrating external data, building complex formulas, using advanced analysis tools, and visualizing insights. Walk away with a clearer understanding of what Excel can do for you using relevant, real-world examples that reinforce the topics presented.

Major subjects

  • Collaboration and security techniques
  • Tables, data models and PivotTables
  • Advanced formulas
  • Data queries
  • Creating effective visualizations

Learning objectives

  • Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
  • Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
  • Import and link data into Excel from external sources -- including text, Access, and SQL Server -- and use advanced tools, such as Power Query and various cleanup tools, to manipulate the data to meet specific needs
  • Use advanced functions, such as SUMPRODUCT, XLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR, to create and audit complex formulas
  • Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters and PivotTables
  • Describe techniques used to create, manipulate and customize charts for analyzing and communicating information

Who should take this program?

  • Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions

Pricing

Standard Member Fee $375.00
checkmark 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.
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More program information

Instructor Lawrence McClelland, MBA, JD
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (4.0)
Accounting - Technical (4.0)
Level Advanced
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. Experienced Excel user
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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