Events Search
  Summary & Check Out (0)
September 21 - 22, 2016 Live

K2’s Excel Boot Camp (E1609123)

8:30 AM - 4:30 PM EDT each day

Registration: 8:00 AM EDT

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

16 CPE Credits in CS

OVERVIEW

By using accounting-centric examples, developed for accountants, by accountants, Excel Boot Camp takes you through Excel from A to Z and shows you how to elevate your use of Excel to the next level.

DESIGNED FOR

Excel users and potential Excel users who want to increase their efficiency and effectiveness with Excel.

BENEFITS

In addition to long-standing features in Excel such as lookup functions, the Camera tool, and formatting options, this program will highlight the number of recent improvements to Excel including additions to the function library, tables, a vastly improved charting engine, and an overhaul of PivotTable functionality. Llearn various techniques for enhancing, not only your efficiency, but also your effectiveness, when working with Excel by taking advantage of a wide variety of “power features” to assist you in creating accurate spreadsheets in a fraction of the time previously required.

HIGHLIGHTS

  • Implement various tips, tricks, and techniques in Excel to address issues such as formatting, AutoCorrect, handling dates and times, and selecting cells with special characteristics
  • Utilize Excel’s formula-building tools
  • Identify how and when Excel’s table feature should be used
  • Create and audit complex formulas, including those containing arrays and SUMIFS, VLOOKUP, HLOOKUP, INDEX, and MATCH functions
  • List and apply various techniques for securing Excel workbooks
  • Create charts in Excel that captivate audiences and communicate messages effectively
  • List the six components of PivotTables and create PivotTables, including PivotTables that perform user-defined calculations
  • Implement Excel’s Camera function to assist in creating custom reports
  • Utilize Excel’s Macro Recorder tool to create simple, yet very useful, macros that you can put to work right away

COURSE LEVEL

Intermediate

PREREQUISITES

Fundamental knowledge of Excel 2007 or higher.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This is not a hands-on course.

    INSTRUCTOR

    Brian Tankersley

    Brian F. Tankersley, CPA, CITP, CGMA

    Brian F. Tankersley, CPA, CITP

    Brian F. Tankersley, CPA.CITP, CGMA Director of Strategic Relationships, K2 Enterprises Farragut, Tennessee brian@k2e.com Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 20 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Tankersley has been recognized seven times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Tankersley is also one of the authors of the Accounting Firm Operations and Technology Survey, which has been published annually for the last three years. Brian has made presentations in 46 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. Brian has presented sessions at many national conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Insights, CCH Connections, and Thomson Reuters Synergy User Conference. Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. Brian and his family make their home in Farragut, Tennessee.

    PRICING

    $399.00 - Member

    $599.00 - Nonmember

    Pre-Registration Closed

    Online pre-registration for this event is now closed.

    ADDITIONAL OPTIONS

    Print a registration form

    COURSE DEVELOPER

    K2 Enterprises