9:30 a.m. - 11:10 a.m. | Formatting Excel Spreadsheets and Automation Opportunities for Increasing Personal Efficiency and Effectiveness
Explore proven methods for applying Excel formatting best practices to produce clear, consistent, and professional workbooks in less time. Using built-in Excel tools and external platforms, learn practical automation techniques to eliminate repetitive tasks, improve accuracy, and work more efficiently.
Speaker:
Brian Tankersley
11:20 a.m. - 1:00 p.m. | Connect, Transform, and Analyze Data Like a Pro With Power Query
Receive advanced, practical instruction on using Power Query in Excel and Power BI to streamline data preparation, automate data connections, and reduce errors. Walk away ready to perform advanced transformations—including custom columns and complex data shaping—to produce cleaner, more reliable data for meaningful financial reporting and analysis.
Speaker:
Stephen Yoss
1:00 p.m. - 1:30 p.m. | Lunch Break
1:30 p.m. - 3:10 p.m. | Excel PivotTables for Accountants
Behold, the power of PivotTables! Gain the skills to build, customize, and analyze data using this powerful feature, from grouping and calculated fields to advanced reporting techniques. Explore how to consolidate data from multiple sources, connect to external systems, and leverage tools such as Slicers, Power Query, and Power Pivot to analyze large datasets more efficiently.
Speaker:
Tommy Stephens
3:20 p.m. - 5:00 p.m. | Excel Charting and Visualizations
Discover how to create advanced, interactive, and dynamic charts that clearly communicate complex data. Learn techniques to design informative and compelling visualizations that improve understanding, increase retention, and impress your stakeholders.
Speaker:
Lawrence A. "Mac" McClelland