Not Found
Live Webcast Replay

K2’s Excel Tips, Tricks, and Techniques for Accountants

Total Credits: 8 including 4 Accounting - Technical, 4 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Accounting and Auditing |  Technology
K2 Enterprises |  Val Steed
Course Levels:
8 hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

Throughout the program, your K2 instructor will reinforce key learning points with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.

Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • Identify situations in which various Excel features can increase productivity and apply each of these techniques in context, such as Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special
  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  • Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
  •  Utilize various formula building tools to create formulas more efficiently and create various types of formulas, including formulas, to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
  • Implement procedures for producing Excel-based reports, including adjusting print settings, using the Camera feature to create report forms, and working with Custom Views to automate print settings

Major Subjects
  • Accounting
  • Excel
  • Computer Software

Course Materials


Tue, Jun 29, 2021 - 07:00am to 02:44pm PDT
Wed, Jul 07, 2021 - 07:00am to 02:44pm PDT
Thu, Jul 22, 2021 - 07:00am to 02:44pm PDT
Tue, Aug 17, 2021 - 07:00am to 02:44pm PDT
Wed, Aug 25, 2021 - 07:00am to 02:44pm PDT
Wed, Sep 15, 2021 - 07:00am to 02:44pm PDT
Thu, Sep 30, 2021 - 07:00am to 02:44pm PDT
Thu, Oct 07, 2021 - 07:00am to 02:44pm PDT
Sat, Oct 23, 2021 - 07:00am to 02:44pm PDT
Thu, Nov 11, 2021 - 07:00am to 02:44pm PST
Mon, Nov 22, 2021 - 07:00am to 02:44pm PST
Wed, Dec 08, 2021 - 07:00am to 02:44pm PST
Mon, Dec 27, 2021 - 07:00am to 02:44pm PST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Fundamental understanding of Microsoft Office Excel 2007 or newer
Advanced Preparation None
Designed For Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.8

Total Reviews: 25

Please wait ...

Back to Top