Harness the features and functions in Excel that are useful for reporting and analysis to deliver accounting and financial solutions in critical areas, such as formatting reports and financial statements using advanced techniques, assembling and printing reports and schedules, and using templates to automate reporting processes. Uncover hidden features to prepare reports in less time with greater accuracy. Highlights
Custom formats, conditional formatting, and the accounting format
Streamline report assembly and printing with tools such as camera, custom views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
Templates: Differentiate between default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
Sorting
Data tables
Subtotal
Filters
PivotTables
Consolidating data
Visualizations to aid in communicating financial data information to consumers
Different types of charts and circumstances under which certain types of charts are preferable
Registration
PICPA Member: $299 Nonmember: $399
More Information
Course No.
658404
Level:
Advanced
Prerequisites:
Knowledge of Excel 2007 or newer
Speaker(s)
Thomas Stephens
K2 Enterprises
Thomas G. Stephens, Jr.,
CPA.CITP
Bachelor of Science in Business Administration, Major in
Accounting,AuburnUniversity
Master
of Science, Major in Finance (emphasis in Corporate Finance), GeorgiaStateUniversity
Twenty-five
Years of Public Accounting Experience, Five Years of Corporate Internal
Auditing Experience, Four Years of Corporate and Cost Accounting Experience
Nineteen
Years of Experience as a Continuing Professional Education Discussion
Leader
Member
of the American Institute of Certified Public Accountants and the Georgia
Society of Certified Public Accountants; Past Member of the Institute of
Internal Auditors
To
Date, Has Presented Over 1,800 Continuing Education Sessions to Over 55,000
Participants