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8.0 Credits

Staff accountants have specific needs when working with Excel - often, needs not met by their existing Excel knowledge. Chief among these is the need to summarize data quickly, prepare accurate and aesthetically pleasing reports and create accounting-centric calculations for elements such as depreciation, amortization, and interest. Gain the essential skills to maximize efficiency and accuracy when working with Excel.


  • List five critical best practices associated with creating workbooks and construct workbooks that comply with these principles
  • Utilize PivotTables and PivotCharts to quickly summarize and present data, without writing formulas
  • Build sophisticated formulas to assist with reporting and analysis, including formulas that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM \
  • Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
  • Apply formats quickly and easily to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill
  • Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – that depend upon the passage of time

Major Topics

This session begins with a quick overview of Excel best practices and then progresses rapidly into discussions that address items such as PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the discussion, accounting-centric examples are used to reinforce key learning points. The session is taught in a “laptop-friendly” environment, and participants will have access to all the demonstration files used in the session. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.


Fundamental knowledge of Microsoft Office Excel 2013 or newer

Advanced Preparation



Please select the appropriate session or option below to continue with your online purchase

Tuesday, May 7, 2024

General Sessions

Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files. This program focuses on Excel for Windows (2013 and newer, including Office 365), but many of the features can be found in Excel for Mac.