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Wednesday, March 17, 2021 Live Webcast

Excel - Using Charts for a Non-Financial Audience (X2-15033)

2:00 PM - 4:00 PM EST
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

This webinar will show you how to use Excel's charting and formatting features to present financial data to a non-financial audience. As the saying goes, "A picture is worth a thousand words.

DESIGNED FOR

Anyone who needs to present data to an audience

BENEFITS

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

    • Create charts with ease
    • Customize the elements of your charts
    • Understand which chart will work best in your situation
    • Use charting to visually communicate your data

HIGHLIGHTS

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

  • Selecting the right chart type
  • Creating dynamic charts
  • Choosing data to display as a chart
  • Customizing charts with all the various chart options
  • Printing and sharing your charts

COURSE LEVEL

Basic

PREREQUISITES

Basic working knowledge of Excel features/functions

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.