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Event Information

Excel Tips and Techniques: Improve Productivity and Financial Modeling Webcast | 4201197C
Date: August 28, 2020
Event Start time: 8:30 AM   End time: 4:00 PM
Location: Webcast

Facility: Webcast Rebroadcast


Member:       $289
Nonmember: $389

CPE Credits:

8.00 CPE: Continuing Professional Education Technical


Improve productivity and financial modeling skills with an assortment of tips, techniques, features, commands and functions. Examine practical applications of Excel key features and functionality.

A generic 3-Year business model is used to demonstrate key features covered in the course which includes a basic introduction to macros using the macro recorder. Among other items, learn the importance of the QAT (Quick Access Toolbar) and how to add/remove "buttons" from it; create dynamically linked pictures using the Camera feature; construct "Smart Text" using Concatenation; create named ranges using the Name Box; and find and eliminate links.

Note: Course format is lecture style. Laptops are not required, but are encouraged. A CD with selected demo Excel files is provided.

Formerly titled: Excel Tips and Techniques for Increased Productivity and Improved Financial Modeling: Intermediate


  • Identify three problems caused by merging cells.
  • Determine if a cell has Text or Values, and why it's important.
  • Identify three advantages of named ranges using the Name Box.
  • Recognize the 10 steps to follow when creating a model.
  • Identify a potential fraud situation using the Histogram tool.
  • Create a macro using the macro recorder.

Major Subjects:
  • Ribbons and Quick Access toolbar
  • New Excel capabilities
  • Key features: Camera, Grouping, Filtering, Goal Seek, Sorting, Subtotaling, Data Validation, Conditional Formatting and Protection Techniques
  • Macros and the macro recorder
  • Pivot tables: Proper setup for best results
  • Financial modeling architecture best practices
  • Fraud investigation tips using Excel, including Benford's Law

Level of Difficulty:

Field of Interest:
Computer Software and Applications


One-to-two years of experience using Excel (PC versions 2010, 2013, 2016 or 365) in a work related environment.


Designed For:

CPAs, accountants and financial professionals.


Advanced Prep:



Event Notes:

This course will adjourn at 4 p.m.

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