March 24, 2027


Webinar


8 CPE Credits

Webinar (CA): K2's Advanced Excel 26-27 🗓

March 24, 2027
Webinar
8 CPE Credits

Webinar (CA): K2's Advanced Excel 26-27 🗓

  • Instructor

    Thomas
    Stephens

Learning Objectives

• Formulate the best techniques to secure Excel data and collaborate with others efficiently
• Evaluate the usefulness of 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
• Assess Power Query’s capability to link and transform data from external data sources into Excel
• Formulate calculations that reference functions such as XLOOKUP, GROUPBY, PIVOTBY and others
• Evaluate worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
• Assess 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

8 CPE Credits
4
Accounting
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Advanced

Professional Area of Focus

  • Accounting
  • Data Analysis
  • Information Technology

Prerequisites

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.

Provider

California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 329 329
    Join
  • COCPA Non-Member

    $ 439 439
    Your Price

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