Excel Financial Reporting And Analysis

Course Details

Date

Tuesday, November 26, 2019

4:00am – 11:30am
(Registration: 3:30am)

Field of Study

Accounting

Course Number

4193598O

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Advanced

Vendor

CalCPA Education Foundation

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2007 or newer.

Description

Excel empowers financial analysis and reporting. Learn advanced techniques, leverage templates and automate processes. Consolidate data from multiple sources, create visualizations and generate PivotTables. Quickly generate insightful, engaging reports.

Microsoft Office Excel is a powerful tool for analyzing financial data and preparing financial reports. Harness the power of Excel for financial reporting and analysis. In this course, learn how to put Excel to use to deliver accounting and financial solutions in critical areas such as formatting reports and financial statements using advanced techniques, assembling and printing reports and schedules, and using templates to automate reporting processes. Also, learn options for consolidating financial data from multiple sources, how to create Excel visualizations to improve reader’s comprehension of financial information and advanced data analysis techniques such as PivotTables connected in real-time to your accounting database.

Like most powerful tools, Excel contains features and functions useful for reporting and analysis that are not immediately obvious to many users. Uncover many of these hidden features to that help prepare computationally accurate and aesthetically pleasing reports in less time.

Highlights

  • Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports
  • Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects and working with Excel-based reports saved as PDF documents
  • Excel’s default templates and templates for financial reporting and analysis
  • Excel features, such as Sorting, Data Tables, Subtotal, Filters and PivotTables
  • Consolidating data in Excel

Objectives

  • Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
  • Identify 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 documents
  • Differentiate between Excel’s default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
  • Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysis
  • List and apply four techniques for consolidating data in Excel
  • Create 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

Designed For

Business and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$245.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$375.00
Your Price $375.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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