K2's Excel Charting And Visualizations - Massachusetts Society of CPAs

Overview

You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1138118. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills. This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing - three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.

Highlights

Understanding the best types of visualizations to use in specific situations
Creating compelling visualizations using Excel
Adding interactivity to your Excel-based visualizations

Prerequisites

Fundamental understanding of creating charts in Microsoft Office applications

Designed For

CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel

Objectives

Identify the types of visualizations that you should use to communicate specific messages
List the steps to creating compelling visualizations in Excel and other Microsoft Office applications
Identify options for creating interactive visualizations
Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
Identify options for linking Excel-based data and visualizations into Word and PowerPoint

Preparation

None

Fees

Credits

Level

Vendor

Fields of Study

Leader(s):

Mac McClelland, K2 Enterprises

Leader Bios

Mac McClelland, K2 Enterprises

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.

Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.

Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

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