Excel Functionality That Every Accountant Should Know (Half-Day Webinar) (Completed)

Date: Thursday, January 26, 2023
Instructor: Stephen M. Yoss
Begin Time:  8:00am Pacific Time
9:00am Mountain Time
10:00am Central Time
11:00am Eastern Time
CPE Credit:  4 hours for CPAs

Excel is the default program for many financial professionals--and highly effective--if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This session will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid.

Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this session with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.

Who Should Attend
Financial professionals looking to improve and expand their Excel skills

Topics Covered

  • Microsoft Excel best practices
  • Power Query
  • Useful formulas for financial professionals
  • Introduction to Power BI
  • Summary and review of Pivot Table functionalities

Learning Objectives

  • Describe the features and functions of Excel Tables and data modeling
  • List and detail Excel functions that are the most useful for financial professionals
  • Outline the main features and functionalities of Power Query and how it can be used to improve organizational reporting
  • Demonstrate how to create a pivot table in Excel and how to utilize their major functions
  • Describe the purpose and intention of Microsoft Power BI. Explain how it can be a great complement to Excel for financial reporting


Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (4 hours)

Program Prerequisites

Advance Preparation

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