CPE Course K2's Advanced Excel

June 3, 2019

8:30am — 4:15pm

Location Manchester

Member Price $279.00
Non-member Price $379.00

Curriculum Accounting & Audit, Other

Field of Interest Accounting (General), Computer Training

Level Advanced

Designed For

Business professionals who work with Excel 2007 or newer and want to extend their knowledge with advanced features and functions

Objective

Upon completing this course, you should be able to:

  • Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
  • Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
  • Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools to manipulate the data to meet specific needs
  • Use advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas
  • Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
  • Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Highlights

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this
laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other
users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data
from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6)
visualization techniques to analyze and communicate information.
The content of this course draws from over twenty-five years of experience in delivering Excel training to
accountants and other business professionals and throughout the program, relevant, real-world examples
reinforce the major topics presented. You do not want to miss this opportunity to become more efficient and
proficient in Microsoft Office Excel, the accounting and financial professional’s tool of choice. This course covers
advanced Excel topics found in Excel 2007 through Excel 2016.
“Very effective presentation – great material & reference book.” D.M., CPA PA
“The most enjoyable and productive course I have ever taken to improve my technology and productivity skills.”
M.G., CPA NH

Instructors

Brian F. Tankersley CPA, CITP

Brian Tankersley is a CPA and consultant based in Knoxville, Tennessee. Mr. Tankersley is a frequent speaker at continuing education courses on auditing and technology, and has taught the Becker Conviser CPA Review since January of 1997. He was an adjunct professor at Tennessee Wesleyan College during 1997 and 1998, teaching courses in advanced auditing. He currently teaches continuing education for both the American Institute of CPAs and K2 Enterprises.His areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in both public accounting and industry. His financial experience includes accounting & auditing, accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. His non-financial experience includes retail, wholesale, and manufacturing industry experience, technology strategy, technology management, systems implementation, technical training and documentation.Brian is both a Certified Public Accountant and a Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee, Knoxville. Brian has served on numerous board of directors and in leadership roles for both his church and in professional organizations. He has served in a number of leadership roles for the Knoxville Chapter of the Tennessee Society of CPAs, and currently serves as its immediate past President. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and the Information Technology Section of the American Institute of CPAs. Mr. Tankersley has also served as an officer and director for numerous area community organizations.Brian, his wife Janette, and his three year old son make their home in Knoxville, Tennessee.close

Prerequisites

Experienced Excel user

Developer

K2 Enterprises

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