You Don't Know What You Don't Know About Excel 2024
Overview
Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This course can help users who wish to improve their Excel skills to increase their productivity. The material starts by covering fundamental topics such as time-saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit significantly by taking this course.
Highlights
- Excel shortcuts and time savers
- Working with templates, formats, styles and themes
- Customizing and enhancing Excel
- Protecting and securing workbooks
- Formula building and the Excel function library
Prerequisites
An understanding of Excel conventions.
Designed For
CPAs, accountants and financial professionals.
Objectives
- Recognize the many keyboard shortcuts that are available to save time and effort
- Indicate how one would use Excel Templates, Styles, and Themes to add uniformity to workbooks they design or edit
- Indicate how a user can design custom number and date formats to meet their specific needs
- Recognize ways to add security to the workbooks, including workbook encryption and the use of sheet-level, range level and cell-level security features
- Recognize formula-building conventions such as order of operation
- Recall how to troubleshoot formulas that are not working properly
- Recall how to work with functions in the Excel function library to create powerful formulas
Preparation
None
Notice
This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).
Leader(s):
Leader Bios
Karl Egnatoff, K2 Enterprises LLC
Karl Egnatoff is a Certified Public Accountant (CPA) currently living in Myrtle Beach, South Carolina. During the past 21 years Mr. Egnatoff has worked as a consultant, trainer and as a software engineer while engaged on projects for business organization of all types. Prior to this, Karl worked in public accounting as well as in private sector accounting for a period of approximately six years. Before partnering with Pat Garverick to form Phoenix Beach, Karl presented and created material in association with K2 Enterprises for approximately seven years. In addition to being a CPA, he is also a Certified Information Technology Professional (CITP). During the course of his career, Mr. Egnatoff has owned and operated a number of successful businesses. All of these provided services to other organizations in the business community. The experience he garnered while serving these organizations helps him now as he writes and presents continuing professional education through Phoenix Beach. Mr. Egnatoff is a member of the West Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Information Technology Section of the American Institute of Certified Public Accountants. He has also achieved a number of technology certifications including Microsoft Certified Professional (MCP), Certified Software Engineer (CSE) and Certified Integration Developer (CID). Karl graduated from Marshall University with a Bachelor of Business Administration degree. During his time in college, he participated in division I Cross County competing on the varsity squad. He was also on Marshall’s Track team. Karl and his wife Lana have been married for twenty-six years and have two grown sons.
Non-Member Price $399.00
Member Price $299.00