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Excel - Formatting Spreadsheets for Beginners Webinar

CPE

When
Sept. 16
3:00 - 5:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
CXOXLS212W2
Level
Basic
Prerequisites
Good understanding of Excel
Note
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.

Description

Formatting Excel spreadsheets to look their best can be a tedious task. From deciding which fonts to use to cell formatting to multiple sheets to printing to distribution, these factors can take considerable valuable time. This class is designed to help you efficiently format spreadsheets, so you can spend time on more profitable tasks like analyzing data. Learn to format multiple sheets at the same time as well as use Cell Styles to quickly format cells and ranges. Learn how to create and use templates that are pre-formatted. We will also review print options. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most 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.

Learning Objectives:
After attending this presentation you will be able to...
  • Identify all the formatting options
  • Select formatting features / tools that help you format more efficiently
  • Recognize options that allow you to print your spreadsheets
  • Identify ways to use templates for create spreadsheets more efficiently

Highlights

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

  • Cell formatting basics (fonts, fill, borders, alignment, numbers)
  • Using quick formatting tools (Cell Styles, copy & pasting, cell formats)
  • Printing your spreadsheets (page layout, printing to paper and PDF) 
  • Creating and using templates
  • Create a Default layout (Workbook, sheets, settings)


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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