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Excel Financial Reporting and Analysis

Aug. 13
8:00 a.m. - 4:00 p.m.

Regional Learning Alliance
Cranberry - Map it

CPE Credits



PICPA Member: $299 | Nonmember: $399

 More Information

Course No.
Knowledge of Excel 2007 or newer


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.


  • 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


Steven M. Phelan, CPA.CITP

Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma.  Areas of practice include taxation, general accounting and technology consulting.  He is both a Certified Public Accountant and Certified Information Technology Professional and received his Bachelor of Accountancy degree from the University of Oklahoma.  He also holds several vendor specific software certifications.

Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs.  Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee, and is currently a member of the Taxation Committee.   Recently, Steven was selected as a 2012 Trailblazer, an OSCPA member who is under 40, recognizing innovation, professional dedication and community commitment.  He also received the OSCPA President’s Award for his work with the New CPA Committee.  Steven is also active in the Mustang, Oklahoma community serving as Treasurer for Friends of the Mustang Public Library, Inc.

Mr. Phelan is a frequent speaker at seminars and conferences sponsored by the OSCPA and other local and state organizations.  Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics.  Session topics include computer software titles, such as Excel and QuickBooks as well as covering a variety of general technology topics. 

Steven has written a number of technology related articles for state and national publications.  He is a frequent contributor to CPA Practice Advisor where he reviews tax and accounting related software solutions.

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