K2's Excel Best Practices - Connecticut Society of CPAs

Overview

As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.

Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.

Objectives

List critical spreadsheet design fundamentals

Identify techniques used to minimize data input errors

Utilize Excel's Table feature as a foundational component of spreadsheets

Identify and implement three different methods for consolidating data

Utilize various Excel features, such as Go To Special, to solve specific spreadsheet issues

List and apply four techniques for sharing an Excel workbook and collaborating with others

Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing

Identify the advantages of working with Defined Names in Excel

List and apply six techniques for securing Excel data

Highlights

Best practices associated with creating Excel workbooks, including managing workbooks

How to secure Excel workbooks

Collaboration options and best practices in Excel

Effective reporting techniques in Excel

Designed For

Excel users who want to learn best practices for working with spreadsheets

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2019 or newer

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Lawrence McClelland, Associate, K2 Enterprises, LLC

Leader Bios

Lawrence McClelland, Associate, K2 Enterprises, LLC

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.

Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.

Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

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