K2's Excel Financial Reporting and Analysis Webcast | 4203598C

Course Details

Date

Friday, May 29, 2020

6:00am – 1:30pm
(Registration: 5:30am)

Field of Study

Accounting

Course Number

4203598C

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 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.

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




Accounting and financial professionals desiring more knowledge in using Excel for financial statement preparation and analysis

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$295.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$400.00
Your Price $400.00

CPE Choice

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

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