September 3, 2026


Webinar


8 CPE Credits

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

September 3, 2026
Webinar
8 CPE Credits

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

  • Instructor

    Thomas
    Stephens

Learning Objectives

• Distinguish critical spreadsheet design fundamentals
• Use Excel’s Table feature as a foundational component of spreadsheets
• Differentiate between the three different methods for consolidating data
• Apply four techniques for sharing an Excel workbook and collaborating with others
• Identify different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
• Differentiate between multiple 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 Credits
8
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Information Technology
  • Reporting
  • Technology

Prerequisites

Fundamental knowledge of Microsoft Excel

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

Please login to register.