[WEB] K2's Introduction to Excel Macros

Course Details


Thursday, September 26, 2024

8:00am – 11:30am
(Registration: 8:00am)

Course Number


CPE Credit

4.0 hours CPE credit


Level of Knowledge



K2 Enterprises





You have used Excel for years and perhaps Lotus 123 before that. And through all that time, you have repeatedly said, "One day, I'll learn how to write macros." Finally, that time has arrived because this 4-hour program will introduce you to the wide world of Excel macros and Visual Basic for Applications (VBA).

This course teaches the fundamentals of creating and working with macros in Excel and is designed specifically for those with little experience working with macros. More specifically, taking this course will teach you how to use Excel's Macro Recorder to write simple yet effective macros. You will also learn how to secure and share macros with other Excel users and create user-defined functions to solve specific accountant-centric problems in Excel. Further, you will learn how to create macros that run when a user opens a workbook and VBA basics. Don't miss this unique opportunity to learn how to begin working with macros - one of Excel's most powerful tools.  


  • Getting started with Excel macros by using the Macro Recorder
  • Fundamentals of writing VBA code
  • Saving and sharing macros
  • Getting started with User-Defined Functions


Upon completing this course, you should be able to:

  • Create a macro in Excel using the Macro Recorder tool
  • Manage the fundamental elements of macros in Excel, including accessing macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security
  • Identify the usefulness of the Macro Recorder and list four critical limitations of the Macro Recorder; additionally, modify Excel's Quick Access Toolbar and the Ribbon to provide shortcuts to macros
  • List the nine essential elements of macros written using Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes
  • Create variables in macros and identify the purpose of branching and conditional logic routines such as IF/THEN/ELSE, DO/WHILE, and CASE

Designed For

Business professionals seeking to extend Excel’s functionality with simple yet highly effective macros

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by September 17, 2024.

Member Fee

Applicable if you are a HSCPA member in good standing.

Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by September 17, 2024.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $300.00

CPE Choice

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

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