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Excel - Advanced Formatting to Improve Your Spreadsheets Webinar

CPE

When
Sept. 28
10:00 a.m. - 12:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
CXOXLS213W2
Level
Intermediate
Prerequisites
Excel - Formatting Spreadsheets for Beginners
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

In the "Excel - Formatting Spreadsheets for Beginners" class, you learned basic formatting of a spreadsheet. In this class, we take you to the next level by teaching you how to customize many of the formatting options. Learn to customize cell styles and how to use these styles in other workbooks. Most Excel users know how to select number formats but this class shows how to leverage the Custom Number Formatting option to create special formatting options. Many of the formatting options are applied manually, cell-by-cell or by range. This can be tedious if there is a condition by which you want to apply a format. You will learn to use Conditional Formatting to format based upon a criteria. Have you ever finalized a spreadsheet, only to accidently make changes over the top? This action is something that is very easy to do. This class demonstrates various options to prevent this from happening and will look at various security options within Excel. 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:
  • Create custom cell styles that can be used in other Excel workbooks
  • Create custom number formatting that can be used to format the content of cells
  • Apply Conditional Formatting to cells where the format is based upon a defined criteria
  • Determine the best options to protect you workbook and worksheets

Highlights

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

  • Customizing cell formatting and cell styles
  • Using number and custom number formatting
  • Using Conditional Formatting to format cells based upon a defined criteria
  • Protecting a worksheet and workbook to prevent changes


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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