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Tuesday, March 31, 2020 Webcast

Excel - Format Your Spreadsheets for Maximum Impact (X2-12546)

1:00 PM - 3:00 PM EDT
webcast

Webcast

2.0 CPE Credits in CS

OVERVIEW

Microsoft Excel is one of the most powerful programs available for CPAs. It includes many time-saving techniques that most CPAs never put into practice. This course is designed to help you get up and running on Excel quickly and efficiently. Even if you have used Excel for years but never learned the fundamentals of good spreadsheet design, this course will get you back on track. We will move at a methodical pace so that you can try your new skills during the session. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

DESIGNED FOR

Every Excel user so they learn key concepts of using Excel.

BENEFITS

After completing this class you will have the ability to...

  • Create spreadsheets more efficiently
  • Distribute spreadsheets in the proper format
  • Use templates to increase your productivity

HIGHLIGHTS

The major topics that will be covered in this class include:

  • Create a Default layout (Workbook, sheets, settings)
  • Using quick formatting tools (Cell Styles, copy & pasting, cell formats)
  • Printing your spreadsheets (page layout, printing to paper and PDF)
  • Group mode
  • Using and creating templates

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

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

$79.00 - Member

$79.00 - Non Member

$0.00 - Student Member

$0.00 - CPA Candidate Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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ALSO AVAILABLE

COURSE DEVELOPER

CPA Crossings