K2's Mastering Advanced Excel Functions
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Virtual
4.00 Credits
Member Price $219.00
Non-Member Price $309.00
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 1138598. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
Highlights
- Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
- How to use "legacy" features and functions such as AGGREGATE
- Creating effective forecasts in Excel
Prerequisites
Fundamental knowledge of Excel 2019 and newer
Designed For
Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets
Objectives
- List examples of best practices for constructing formulas in Excel spreadsheets
- Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
- Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
- Cite examples of when using Dynamic Arrays would be useful
- Differentiate between Excel's AGGREGATE and SUBTOTAL functions
- Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function
Preparation
None
Leader(s):
Leader Bios
Brian Tankersley, K2 Enterprises
Brian Tankersley, CPA, CITP, CGMA, leverages over 30 years of professional experience as a consultant for K2 Enterprises, specializing in accounting technology. A prominent figure in the industry, Tankersley is a frequent speaker at continuing education courses and contributes to multiple accounting media outlets. His nationally recognized blog on accounting and technology serves as a valuable resource for professionals, and he has been honored eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. With a wide-reaching impact, he has presented in 48 states and been a guest speaker for various accounting organizations in Canada. Tankersley’s expertise extends to major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections and Thomson Reuters Synergy User Conference.
Non-Member Price $309.00
Member Price $219.00