March 13, 2025


Webinar


8 CPE

Webinar (CA): K2’s Excel Best Practices

March 13, 2025
Webinar
8 CPE

Webinar (CA): K2’s Excel Best Practices

  • Instructor

    Tommy
    Stephens, Jr

Learning Objectives

• Identify techniques used to minimize data input errors
• Utilize Excel’s Table feature as a foundational component of spreadsheets
• Identify and implement three different methods for consolidating data
• Utilize various Excel features, such as Go To Special, to solve specific spreadsheet issues
• List and apply four techniques for sharing an Excel workbook and collaborating with others
• Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
• Identify the advantages of working with Defined Names in Excel
• List and apply six techniques for securing Excel data

Major Topics

• Best practices associated with creating Excel workbooks, including managing workbooks
• How to secure Excel workbooks Collaboration options and best practices in Excel
• Effective reporting techniques in Excel

CPE Credits Available

8 CPE
8
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Technology

Prerequisites

Fundamental knowledge of Microsoft Office Excel 2019 or newer

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

Excel users who want to learn best practices for working with spreadsheets

Provider

California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
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  • COCPA Non-Member

    $ 399 399
    Your Price

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