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Excel - Best Practices Before Final Save Webinar

CPE

When
March 21
3:00 - 5:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
CXOXLS143W2
Level
Intermediate
Prerequisites
Basic working knowledge of Excel features/functions
Note

This webinar is hosted by PICPA's partner, CPA Crossings. After registering, you will receive an email from CPA Crossings with the log-in information.

Description

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

  • Format cells efficiently
  • Create custom cell styles
  • Set conditional formatting options
  • Use the Page Layout tab
  • Choose Print dialogue options
  • Print multiple spreadsheets
  • Embed Excel ranges into Word documents
  • Convert spreadsheets to PDF

Highlights

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

  • Choose cell formatting options 
  • Apply custom cell styles 
  • Identify and understand the benefits of conditional formatting options 
  • Navigate throughout the Page Layout tab
  • Utilize all of the print dialogue options
  • Tips and techniques for printing your spreadsheets efficiently
  • Best techniques to print multiple spreadsheets with a consistent format 
  • Embed Excel ranges into Word documents to ensure your reports are complete and less prone to transposition errors 
  • Utilize Adobe Acrobat conversion utility to transfer spreadsheets to PDF format


Speaker(s)

Bryan L. Smith, CPA.CITP, CISA

Bryan is an author and top-rated presenter of numerous courses on technology related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and professional service organizations. He focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity and enhance client services and increase profitability.

Professional Experience and Credentials

  • Past Chair, MACPA Information Technology Task Force
  • Master of Science in Information Assurance
  • Past Member, AICPA CITP Credential Committee
  • Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
  • Past Chair, MACPA Leadership Task Force
  • Regional Director in charge of mid-market technology services for top 10 accounting firm
  • Executive Manager of top 100 firm serving as Regional Director of consulting and IT  audit services
  • Former Senior Manager of top 100 firm responsible for developing and leading IT consulting services group
  • Certified Information System Auditor (CISA)
  • Member of the Information System Audit and Control Association
  • Extensive experience in leading world class organizations through mission critical IT systems deployment

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