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Event Information

K2's Excel Financial Reporting and Analysis Webcast | 4203598F
Date: August 12, 2020
Event Start time: 9:00 AM   End time: 4:30 PM
Location: Webcast

Facility: Webcast Rebroadcast

 


Member:       $289
Nonmember: $389

CPE Credits:

8.00 CPE: Continuing Professional Education Technical
8.00 AA: Auditing & Accounting


 

Excel is a powerful tool for analyzing financial data and preparing financial reports. Learn to deliver accounting and financial solutions in critical areas; formatting reports and financial statements using advanced techniques; assembling and printing reports and schedules; and using templates to automate reporting processes. Take advantage of options for consolidating financial data from multiple sources, creating Excel visualizations to improve reader’s comprehension of financial information, and advanced data analysis techniques such as PivotTables connected in real-time to an accounting database.

Excel contains reporting and analysis features and functions unknown to many users. Uncover these tools to prepare computationally accurate and aesthetically pleasing reports; in far less time than you might imagine possible.

 

Objectives:
 
  • • Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
    • Identify opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
    • Differentiate between Excel’s default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
    • Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysis
    • List and apply four techniques for consolidating data in Excel
    • Create visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable
 

Major Subjects:
 
  • Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports
  • Report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
  • Excel’s default templates and templates for financial reporting and analysis
  • Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables
  • Consolidating data in Excel
 

Level of Difficulty:
Advanced

Field of Interest:
Accounting

Prerequisites:
 

Fundamental knowledge of Microsoft Office Excel 2007 or newer.

 

Designed For:
 

Accounting and financial professionals desiring more knowledge in using Excel for financial statement preparation and analysis

 

Advanced Prep:
 

None.

 

Event Notes:
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