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Thursday, December 7, 2017 Live

Take Your Excel Spreadsheets to the Next Level with Advanced Features (E1712053)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

8 CPE Credits in CS

OVERVIEW

This seminar is designed to teach you a plethora of powerful features that Excel has to offer to take your data analysis and presentation to the next level. If you’re doing a lot with Excel already, get the tools you need to help you be quicker, more accurate and to provide more powerful data analysis.

DESIGNED FOR

CPAs and anyone who uses Excel and wants to analyze data.

BENEFITS

  • Design spreadsheets with greater efficiency
  • Debug formulas and find spreadsheet errors
  • Setup spreadsheets for easy data analysis
  • Use advanced analytical tools to present detailed data
  • Introduction to the new Excel Power Business Intelligence tools

HIGHLIGHTS

  • Understand the fundamentals of good Excel spreadsheet design
  • Learn to leverage the power of Defined Names and tables to organize and manage your source data
  • Advanced formula building and debugging
  • How to audit your spreadsheets to detect errors in formula logic
  • Best practices for setting up your spreadsheets for data analysis and reporting
  • Learn to use Excel visual tools to make your data stand out
  • Learn to use Pivot Tables to slice & dice your data
  • Introduction to the new Excel Power Business Intelligence tools

COURSE LEVEL

Intermediate

PREREQUISITES

A good understanding of Excel.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This IS NOT a hands-on course, but to get the most out of the presentation we recommend that you bring your laptop to follow along. The instructor example files will be available prior to class. The course materials will be distributed in electronic format for viewing on your laptop or tablet device.

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

PRICING

$399.00 - Nonmember

$299.00 - Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings