Surgent's Improve Spreadsheets by Building Controls in Excel

Course Details

Date

Thursday, May 1, 2025 – Thursday, April 30, 2026

Field of Study

Auditing

Course Number

SU0639

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

Surgent McCoy CPE, LLC

Prerequisites

A working knowledge of Excel

Description

In today's data-driven world, spreadsheets serve as the backbone of business and personal productivity. However, creating complex and error-prone spreadsheets can lead to critical mistakes and inefficiencies. This course aims to equip you with the knowledge and tools to build robust spreadsheets, implementing a range of controls and safeguards to ensure data integrity, streamline processes, and maximize accuracy.

Highlights

  • Best practices when designing spreadsheets
  • Creating a proper worksheet structure
  • Using Excel's built-in features to find errors
  • Creating custom controls to prevent and find errors
  • Using links to quickly move to controls
  • Using conditional formatting to highlight errors

Objectives

  • Apply best practices when creating spreadsheets
  • Determine which controls to develop for spreadsheets
  • Use controls to build more accurate spreadsheets

Designed For

Any Excel user that wants to learn how to create controls within Excel to improve accuracy

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$109.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$159.00
Your Price $159.00

CPE Choice

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

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