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Webinar(CA): K2’s Excel Best Practices


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.

Learning Objectives

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.

Major Topics

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

California CPA Education Foundation
Course Level
CPE Field of Study
Computer Software and Applications
Who Should Attend

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

Tom Stevenson

Fundamental knowledge of Microsoft Office Excel 2007 or newer.

Advanced Preparation


Event Information
Jan 14, 2021
7:00 am - 2:30 pm MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar(CA): K2’s Excel Best Practices

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