March 1, 2024


8 Total CPE Credits


Webinar (CA): K2's Advanced Excel

  • Instructor

    Thomas Stephens, Jr

Learning Objectives

• Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
• Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
• Import and link data into Excel from external sources—including text, Access, and SQL Server—and use advanced tools, such as Power Query and various cleanup tools, to manipulate the data to meet specific needs
• Use advanced functions, such as SUMPRODUCT, XLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV and XIRR, to create and audit complex formulas
• Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters and PivotTables
• Describe techniques used to create, manipulate and customize charts for analyzing and communicating information

Major Topics

• Collaboration and security techniques
• Tables, data models, and PivotTables
• Advanced formulas
• Data queries
• Creating effective visualizations

CPE Credits Available

Total CPE
Computer Software & Applications

Things to Know About This Course

Course Level

  • Advanced


Experienced Excel user

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

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