Modernizing Your Excel Skills For Auditors and Accountants
Summary
Are your Excel skills a little old school and slow? Need an efficiency boost using some new Excel tools and approaches? You’ll learn how to save dozens of hours a year and become a valuable resource to your team by making your files more dynamic, reduce the risk of errors, and provide a great, professional look.
If you’re an auditor, you know that it’s easy to make (and miss) mistakes in Excel. Knowing what to look for and how to avoid them is crucial. Knowing how the newest Excel tools work is a must to appropriately service your clients.
If you’re responsible for supporting auditors, you know how demanding the requests can be. Efficiency is key for getting your work done quickly and proactively, and freeing up time to manage the audit team.
In this course, you’ll learn how to become super-efficient and how to take modern approaches that make your files more dynamic, reduce the risk of errors, and provide a great, professional look.
Even if you’re not a deep Excel user, you’ll gain insights that help you collaborate with your team and discuss what’s new and useful in Excel. We’ll also teach you how to continue your learning journey and keep up with the latest Excel trends.
Learning Objectives
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Learn the risks to watch out for and how to avoid them |
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Learn valuable Excel tools all accountants should know |
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Learn crucial shortcuts for working efficiently |
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Learn time hacks that benefit yourself and others |
CPE Information
Our administrative CPE policies can be found here. Below are CPE details for this specific course.
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Recommended CPE Credit: 1 hour of CPE credit is awarded based on a 50-minute hour for attendees who are present for the entire program. |
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Instructional Delivery Method: Group live |
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Recommended Field of Study: Computer Software & Applications |
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Program Level: Intermediate |
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Prerequisites: A fundamental understanding of Excel is recommended |
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Advance Preparation: None |
How to Attend
See our training page to learn how our training programs work and to contact us to schedule one or more training programs for your organization.
We also offer virtual and on-site training programs that are open to the public. See our events page for a current calendar of upcoming events.
