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Webinar(CA): K2’s Excel Financial Reporting and Analysis

Description

Excel is a powerful tool for analyzing financial data and preparing financial reports. Learn to deliver accounting and financial solutions in critical areas; formatting reports and financial statements using advanced techniques; assembling and printing reports and schedules; and using templates to automate reporting processes. Take advantage of options for consolidating financial data from multiple sources, creating Excel visualizations to improve reader’s comprehension of financial information, and advanced data analysis techniques such as PivotTables connected in real-time to an accounting database.
Excel contains reporting and analysis features and functions unknown to many users. Uncover these tools to prepare computationally accurate and aesthetically pleasing reports; in far less time than you might imagine possible.

Learning Objectives

Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
Identify opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
Differentiate between Excel’s default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysis
List and apply four techniques for consolidating data in Excel
Create visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable

Major Topics

Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports
Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
Excel’s default templates and templates for financial reporting and analysis
Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables
Consolidating data in Excel

Provider
California CPA Education Foundation
Course Level
Advanced
CPE Field of Study
Accounting
8
Who Should Attend

Accounting and financial professionals desiring more knowledge in using Excel for financial statement preparation and analysis

Instructor(s)
Tom Stevenson
Prerequisites

Fundamental knowledge of Microsoft Office Excel 2007 or newer.

Advanced Preparation

None

Location
Webinar
Register Now
When
Aug 12, 2020
7:00 am - 2:30 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

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$295.00

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$400.00
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Webinar(CA): K2’s Excel Financial Reporting and Analysis


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