Purchase Course

Optimizing Accounting & Finance with Advanced Excel   

8

Estimated CPE
Tuition
$1,295.00
Course Number
18-IL-005-EE
Course Leader
Dan Gode
Hotel / Venue Details
View Details
8

Estimated CPE
Tuition
$1,295.00
Course Number
18-IL-005-EE
Course Leader
Dan Gode
Hotel / Venue Details
View Details

Special Discounts

Contact Executive Education for a $500 discount towards registration to both Optimizing Accounting & Finance with Advanced Excel and Modeling & Projecting Financial Statements.

Course Details

This one-day course offers insights and tips intended to help you become an Excel power user and boost your productivity. During the course, we will apply advanced Excel techniques to accounting and finance problems. Our lead instructor's extensive accounting experience and programming background allows him to share guidance and tips that have significant impact for those working in accounting and finance functions. The course will cover not only the Excel functions but also how to organize your spreadsheets to optimize teamwork, scenario analysis, and ease of updating. You will learn to reduce errors by simplifying your spreadsheets and making them concise, compact, and understandable.

Course Agenda

  • Build accounting and finance schedules efficiently via transpose and shift
  • Automate and condense schedules using SUMPRODUCT and ARRAY functions
  • Build scenarios via LOOKUP, OFFSET, and INDIRECT
  • Give your spreadsheets a consistent look and feel that can be changed easily and separate inputs from outputs via Excel Styles and Add-ins
  • Build easy to update spreadsheets by avoiding complex functions, nested ifs, and iterations and integrating monthly, quarterly, and annual data
  • Make your spreadsheets responsive to user input via Custom Formatting, Data Validation, Spinners, List Boxes, Sliders, INDEX, MATCH, OFFSET, and INDIRECT
  • Perform what if analysis via DATA TABLES and PIVOT TABLES
  • Stress test future cash flows via SOLVER and GOAL SEEK
  • Eligibility: 2 Acccounting CPE credits

We do not cover Excel VBA. We do not cover Excel charting features except to build charts whose scales adjust automatically as the input data changes. 

Expected Incoming Knowledge: An intermediate knowledge of Excel including commonly used keyboard shortcuts and functions is assumed.

Course Leader:

Dan Gode, Co-founder, Almaris Consulting and Training

Keywords: Advanced Excel, Accounting Applications, Finance Applications, Financial Planning and Analysis, LOOKUP, OFFSET, INDIRECT, SUMPRODUCT, INDEX, MATCH, OFFSET, DATA TABLES, SOLVER, GOAL SEEK, ARRAYS, Excel Styles, Accounting


Course Materials: The seminar materials will include over 50 detailed spreadsheets illustrating the concepts coupled with documents and videos explaining various aspects of excel.

Other Details

Special Notice/Instruction: NASBA Delivery Method: Group Live
Prerequisite: Basic knowledge of U.S. GAAP
A laptop with Excel 2010 or above is required. We use Excel 2016 in the seminar. An intermediate knowledge of Excel, including commonly used keyboard shortcuts and functions, is required. Knowledge of Excel VBA is not necessary.
Preparation: None
Level of Knowledge: Advanced
Field of Study: Accounting, Computer Software & Applications
Delivery Method: Seminar
New York, New York
8/25 - 8/25/2020

This one-day course offers insights and tips intended to help you become an Excel power user and boost your productivity. During the course, we will apply advanced Excel techniques to accounting and finance problems. Our lead instructor's extensive accounting experience and programming background allows him to share guidance and tips that have significant impact for those working in accounting and finance functions. The course will cover not only the Excel functions but also how to organize your spreadsheets to optimize teamwork, scenario analysis, and ease of updating. You will learn to reduce errors by simplifying your spreadsheets and making them concise, compact, and understandable.

Course Agenda

  • Build accounting and finance schedules efficiently via transpose and shift
  • Automate and condense schedules using SUMPRODUCT and ARRAY functions
  • Build scenarios via LOOKUP, OFFSET, and INDIRECT
  • Give your spreadsheets a consistent look and feel that can be changed easily and separate inputs from outputs via Excel Styles and Add-ins
  • Build easy to update spreadsheets by avoiding complex functions, nested ifs, and iterations and integrating monthly, quarterly, and annual data
  • Make your spreadsheets responsive to user input via Custom Formatting, Data Validation, Spinners, List Boxes, Sliders, INDEX, MATCH, OFFSET, and INDIRECT
  • Perform what if analysis via DATA TABLES and PIVOT TABLES
  • Stress test future cash flows via SOLVER and GOAL SEEK
  • Eligibility: 2 Acccounting CPE credits

We do not cover Excel VBA. We do not cover Excel charting features except to build charts whose scales adjust automatically as the input data changes. 

Expected Incoming Knowledge: An intermediate knowledge of Excel including commonly used keyboard shortcuts and functions is assumed.

Course Leader:

Dan Gode, Co-founder, Almaris Consulting and Training

Keywords: Advanced Excel, Accounting Applications, Finance Applications, Financial Planning and Analysis, LOOKUP, OFFSET, INDIRECT, SUMPRODUCT, INDEX, MATCH, OFFSET, DATA TABLES, SOLVER, GOAL SEEK, ARRAYS, Excel Styles, Accounting


Course Materials: The seminar materials will include over 50 detailed spreadsheets illustrating the concepts coupled with documents and videos explaining various aspects of excel.
Special Notice/Instruction: NASBA Delivery Method: Group Live
Prerequisite: Basic knowledge of U.S. GAAP
A laptop with Excel 2010 or above is required. We use Excel 2016 in the seminar. An intermediate knowledge of Excel, including commonly used keyboard shortcuts and functions, is required. Knowledge of Excel VBA is not necessary.
Preparation: None
Level of Knowledge: Advanced
Field of Study: Accounting, Computer Software & Applications
Delivery Method: Seminar

Seminar Brochure

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Locations / Dates


New York, New York
8/25 - 8/25/2020


Seminar Brochure

Click to view, download, print