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Thursday, April 3, 2025 Live Webcast

The 10 Must Know Excel Features (X2-44855)

1:00 PM - 3:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features.

DESIGNED FOR

This course is ideal for accounting professionals at all levels who have a basic understanding of Excel and are looking to advance their skills to streamline their accounting practices and financial analysis.

BENEFITS

After attending this presentation you will be able to ...

  • Select the most appropriate Excel functions and features for specific tasks, ensuring optimal efficiency and accuracy in data management and reporting across a range of business applications.
  • Apply advanced Excel features like PivotTables and Array Formulas to streamline complex data analysis and enhance reporting accuracy in diverse professional contexts.
  • Differentiate between the uses of custom sorting and slicers in Excel to enhance data presentation and facilitate more efficient data navigation and analysis.

HIGHLIGHTS

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

  • Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectivel

COURSE LEVEL

Intermediate

PREREQUISITES

A comprehensive working knowledge of Excel

ADVANCE PREPARATION

Download the handout and practice material prior to course.

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

$99.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 3 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings