Practical Excel Topics for Today’s Accountant

Course Details

Date

Thursday, March 11, 2027

9:00am – 10:56am

Field of Study

Computer Software & Applications

Course Number

A7960848

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

ACPEN

Prerequisites

Basic familiarity with Microsoft Excel

Description

This course introduces practical ways that public accountants can use Excel to enhance both the efficiency and effectiveness of client engagements. We will reinforce core concepts by illustrating ways that Excel is a tool for analysis and reporting. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when obtaining, analyzing, and reporting information.

Highlights

    	
  • Data validation
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  • Underutilized, but powerful, formulas
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  • Formulas for manipulating, transforming, and cleansing data
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  • Formulas for data analysis
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  • Reference formulas such as =VLOOKUP
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  • Pivot tables
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  • Solver as a tool for performing multivariate analysis
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  • Mail merge
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  • Custom formatting

Objectives

    	
  • Apply a variety of advanced formulas to analyze and manipulate data
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  • Identify solutions to data analysis problems
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  • Identify how Excel can be used as a tool to address data analysis problems encountered in client engagements
  • 	
  • Explore ways to enhance engagement efficiency using Excel

Designed For

Public accounting professionals seeking a deeper, more practical understanding of Microsoft Excel

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$89.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$119.00
Your Price $119.00

CPE Choice

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

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