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Excel - Best Practices Before Final Save Webinar

CPE

When
July 18
2:00 - 4:00 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

Description

This Excel course will provide an overview of all the functionality that supports the formatting and printing of spreadsheets in Excel. Through the use of cell styles and conditional formatting, you will learn how to create spreadsheets that are visually appealing and understandable to a non-financial audience. Topics reviewed in this course include: printing multiple spreadsheets, embedding Excel ranges into Word documents, cell formatting, custom cell styles, conditional formatting options, Page Layout tab, print dialogue options, converting spreadsheets to PDF, and securing spreadsheets. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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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