Excel Functionality That Every Accountant Should Know - Virtual
Availability
Registration Required
Online Meeting
Jun 02, 2026 2:00 PM - 4:00 PM CT
Cost
Member: $130.00
Non-Member: $180.00
Retired: $130.00
Educator & Government & Non-Profit Employee: $130.00
Credit Offered
2 CPE Credits
Field of Study:
  • 2 Specialized Knowledge

Excel is the default program for many financial professionals–and highly effective–if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This course will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid.Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this course with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.

  • Describe the features and functions of Excel Tables and data modeling.
  • List and detail Excel functions that are the most useful for financial professionals.
  • Outline the main features and functionalities of Power Query and how it can be used to improve organizational reporting.
  • Demonstrate how to create a pivot table in Excel and how to utilize their major functions.
  • Describe the purpose and intention of Microsoft Power BI. Explain how it can be a great complement to Excel for financial reporting.
  • Discuss essential Excel functions and features that every financial professional should know how to use.
  • Review how to collaborate with colleagues in real-time with OneDrive or SharePoint.
  • Review PivotTables and their significant features.
  • Take a detailed look at Power Query and how this tool can revolutionize your workflow.
  • Review of Tables and how they improve virtually every operation in Excel.

Financial professionals that would like to have better knowledge of Excel

Please note that this course is from a third party vendor, K2 Enterprises. We strongly recommend registering no later than one-hour before the course begins. Please contact K2 if you have questions at least 24 hours before the course begins: webinar@k2e.com. Thank you.

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