K2's Excel Financial Reporting and Analysis Webinar
Nov 2 8:00 - 3:30 p.m.
Online
8-A&A CPE Credits
Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficientlyIdentify opportunities to 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 documentsDifferentiate between Excel's default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situationsApply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysisList and apply four techniques for consolidating data in ExcelCreate visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable Highlights
Excel is a powerful tool for analyzing financial data and preparing financial reports. Learn to deliver accounting and financial solutions in critical areas; formatting reports and financial statements using advanced techniques; assembling and printing reports and schedules; and using templates to automate reporting processes. Take advantage of options for consolidating financial data from multiple sources, creating Excel visualizations to improve reader's comprehension of financial information, and advanced data analysis techniques such as PivotTables connected in real-time to an accounting database.Excel contains reporting and analysis features and functions unknown to many users. Uncover these tools to prepare computationally accurate and aesthetically pleasing reports; in far less time than you might imagine possible.
Registration
PICPA Member: $295 Nonmember: $400
More Information
Course No.
4203598H
Level:
Advanced
Prerequisites:
Fundamental knowledge of Microsoft Office Excel 2007 or newer.
Notes
None
Speaker(s)
Thomas Stephens
K2 Enterprises
Thomas G. Stephens, Jr.,
CPA.CITP
Bachelor of Science in Business Administration, Major in
Accounting,AuburnUniversity
Master
of Science, Major in Finance (emphasis in Corporate Finance), GeorgiaStateUniversity
Twenty-five
Years of Public Accounting Experience, Five Years of Corporate Internal
Auditing Experience, Four Years of Corporate and Cost Accounting Experience
Nineteen
Years of Experience as a Continuing Professional Education Discussion
Leader
Member
of the American Institute of Certified Public Accountants and the Georgia
Society of Certified Public Accountants; Past Member of the Institute of
Internal Auditors
To
Date, Has Presented Over 1,800 Continuing Education Sessions to Over 55,000
Participants