K2's Excel Best Practices Webcast | 4203637A

Course Details


Thursday, June 18, 2020

2:00am – 9:30am
(Registration: 1:30am)

Field of Study


Course Number


CPE Credit

8.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation


Fundamental knowledge of Microsoft Office Excel 2007 or newer.


As spreadsheets continue to evolve, so must your practices for creating, editing, and auditing. Gain an in-depth understanding of techniques to work with Excel, learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.

Today's best practices for Excel differ significantly from those of the past. Course materials include relevant examples to enhance your learning experience. Participate in this program to update your skills, using Excel to its fullest potential.

This course covers features found in Excel versions 2007 and newer.


Spreadsheet design
Excel's Table feature
Excel features
Sharing and collaborating with others
Defined Names in Excel
Securing Excel data


List critical spreadsheet design fundamentals.
Identify techniques used to minimize data input errors.
Utilize Excel's Table feature as a foundational component of spreadsheets.
Identify and implement three different techniques for consolidating data.
Utilize various Excel features, such as Go To Special to solve specific spreadsheet issues.
List and apply four techniques for sharing an Excel workbook and collaborating with others.
Implement various techniques for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing.
Identify the advantages of working with Defined Names in Excel.
List and apply six techniques for securing Excel data.

Designed For

Excel users who want to learn best practices for working with spreadsheets

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $400.00

CPE Choice

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

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