K2's 2023 Advanced Excel - Connecticut Society of CPAs

Overview

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.

The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.

Objectives

Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
Create tables and take advantage of their advanced features,such as dynamic data ranges,structured reference formulas, and the ability to relate multiple tables together into a Data Model
Import and link data into Excel from external sources–including text, Access, and SQL Server–and use advanced tools,such as Power Query and various cleanup tools to manipulate the data to meet specific needs
Use advanced functions,such as SUM PRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX,NETWORK DAYS, RAND, RAND BETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas
Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Highlights

Collaboration and security techniques
Tables, data models, and PivotTables
Advanced formulas
Data queries
Creating effective visualizations

Designed For

Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions

Prerequisites

Experienced Excel user

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/login https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Thomas Stephens Jr., Shareholder, K2 Enterprises, LLC

Leader Bios

Thomas Stephens Jr., Shareholder, K2 Enterprises, LLC

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.

Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

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