September 10, 2026

Webinar

8 CPE Credits

Webinar (CA): K2's Excel Essentials For Staff Accountants 26-27 🗓

September 10, 2026
Webinar
8 CPE Credits

Webinar (CA): K2's Excel Essentials For Staff Accountants 26-27 🗓

  • Instructor

    Thomas
    Stephens

Staff accountants often need guidance to learn which features can help them create effective Excel workbooks. This course will teach them about many of Excel’s accounting-centric features enabling them to work more efficiently and generate accurate results.

Learning Objectives

• Identify five critical best practices associated with creating workbooks
• Use PivotTables and PivotCharts to quickly summarize and present data without generating formulas
• Select from functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM, when creating financially-oriented calculations in your worksheets
• Use Tables from ranges of Excel data and identify the primary advantages of working with Tables
• Apply formats quickly and efficiently to Excel reports and understand the importance of Styles
• Use date-oriented data in Excel and create calculations involving the passage of time

Major Topics

• Best practices for creating and working with Excel workbooks
• The importance of PivotTables in modern reporting environments
• Best practices for formatting your workbooks

CPE Credits Available

8 CPE Credits
8
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Accounting
  • Data Analysis
  • 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

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