K2's Testing And Auditing Excel Workbooks - Massachusetts Society of CPAs

Overview

You could pay $0 for this course!
This course qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% of the cost of training reimbursed. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks before the start date of the course to be eligible. The course code for this program is C-4164. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.

Excel errors continue to plague organizations of all sizes. As spreadsheets become more common, these errors will continue to impact virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before adversely affecting reports and decision-making processes. In this session, you will learn how to apply best practices to reduce the error rate in workbooks you and others on your team create and edit. Equally important, you will learn how to use add-ins for Excel to programmatically scan and audit your spreadsheets to identify potentially costly errors while there is still time to correct them. Finally, you do not want to miss this opportunity to learn how PerfectXL, ClusterSeven, and ActiveData tools can help you and your team identify and correct potentially disastrous spreadsheet errors.

Highlights

Examples of common errors found in Excel workbooks
How to reduce Excel errors
Add-in solutions that can minimize spreadsheet error risk

Prerequisites

Fundamental understanding of Microsoft Office Excel 2019 and newer

Designed For

Business professionals seeking to reduce errors and improve accuracy and efficiency when working with Microsoft Office Excel. Although many of the concepts in this program apply to Microsoft Office Excel for the Mac, this course focuses on techniques found in Microsoft Office Excel for Windows

Objectives

List common causes of spreadsheet errors and the potential impact of these errors
Identify best practices to reduce the number of errors in Excel workbooks
Cite examples of Excel Add-ins to identify spreadsheet errors programmatically

Preparation

None

Fees

Credits

Level

Vendor

Fields of Study

Leader(s):

Steve Yoss, K2 Enterprises

Leader Bios

Steve Yoss, K2 Enterprises

Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

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