K2's Extending The Power of Excel With Useful Add-Ins

Course Details

Date

Monday, February 24, 2020

10:00am – 11:40am
(Registration: 9:30am)

Field of Study

Technology

Course Number

4193626G

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA Education Foundation

Prerequisites

Fundamental knowledge of computer operations and Microsoft Excel.

Description

There are many free or low-cost add-ins available to overcome the limitations of Excel. For example, the free Fuzzy Lookup add-in from Microsoft allows users to match inexact data. Ever try that with VLOOKUP? RiskAMP allows users to perform Monte Carlo simulations for capital budgeting; ActiveData provides users with the means to do sophisticated Benford Analysis and other CAATS techniques; and the Analysis ToolPak provides a full range of statistical analyses useful in budgeting and forecasting. This session will identify and demonstrate useful add-ins to improve Excel functionality and your productivity.

Highlights

  • Excel Add-ins
  • Lookup add-in to match inexact data
  • Benford Analysis
  • Linear regression using the Analysis ToolPak
  • Monte Carlo simulation

Objectives

  • Identify five useful add-ins to extend the power and functionality of Excel
  • Use the Fuzzy Lookup add-in to match inexact data
  • Explain Benford Analysis and why it is useful in fraud detection
  • Perform linear regression using the Analysis ToolPak
  • Describe the process of performing a Monte Carlo simulation on cash flow data

Designed For

CPAs and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$60.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$94.00
Your Price $94.00

CPE Choice

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

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