Conferences Presenting

Amelia Island Conference
May 21, 2019
7:30AM - 1:00PM
K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Asheville Conference
August 08, 2019
7:30AM - 1:00PM
K2 Enterprises (Randolph P. (Randy) Johnston, MCS)
Bar Harbor Conference
July 10, 2019
7:30AM - 1:00PM
K2 Enterprises (Randolph P. (Randy) Johnston, MCS)
Boston Conference
August 28, 2019
7:30AM - 1:00PM
K2 Enterprises (Val D. Steed, CPA, CITP, MA)
Cabo San Lucas Conference
November 14, 2019
7:30AM - 1:00PM
K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Coeur D'Alene Conference
August 15, 2019
7:30AM - 1:00PM
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)
Charleston Conference
May 15, 2019
7:30AM - 1:00PM
K2 Enterprises (Randolph P. (Randy) Johnston, MCS)
Flathead Lake Conference
June 07, 2019
7:30AM - 1:00PM
K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Hilton Head Conference
September 16, 2019
7:30AM - 1:00PM
K2 Enterprises (Val D. Steed, CPA, CITP, MA)
Jackson Hole Conference
June 27, 2019
7:30AM - 1:00PM
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)
Las Vegas May Conference
May 07, 2019
7:30AM - 1:00PM
K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Las Vegas October Conference
October 24, 2019
7:30AM - 1:00PM
K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Las Vegas December Conference
December 03, 2019
7:30AM - 1:00PM
K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Maui Conference
November 19, 2019
7:30AM - 1:00PM
K2 Enterprises (Val D. Steed, CPA, CITP, MA)
Myrtle Beach Conference
June 26, 2019
7:30AM - 1:00PM
K2 Enterprises (Val D. Steed, CPA, CITP, MA)
Napa Conference
August 29, 2019
7:30AM - 1:00PM
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)
Naples Conference
October 29, 2019
7:30AM - 1:00PM
K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Nashville Conference
November 01, 2019
7:30AM - 1:00PM
K2 Enterprises (Val D. Steed, CPA, CITP, MA)
New Orleans Conference
November 08, 2019
7:30AM - 1:00PM
K2 Enterprises (Stephen M. Yoss, Jr., CPA)
New York City Conference
December 16, 2019
7:30AM - 1:00PM
K2 Enterprises (Randolph P. (Randy) Johnston, MCS)
Orlando Disney Conference
June 11, 2019
7:30AM - 1:00PM
K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Scottsdale Conference
October 22, 2019
7:30AM - 1:00PM
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)
San Diego Conference
July 10, 2019
7:30AM - 1:00PM
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)
Seattle Conference
June 18, 2019
7:30AM - 1:00PM
K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Orlando Universal Conference
November 24, 2019
7:30AM - 1:00PM
K2 Enterprises (Stephen M. Yoss, Jr., CPA)
Whitefish Conference
July 30, 2019
7:30AM - 1:00PM
K2 Enterprises (Val D. Steed, CPA, CITP, MA)
Live Event
6
Intermediate
Computer Software and Applications
Fundamental knowledge of computer operations including Microsoft Office Excel

Course Description

You use Excel, but do you use it the right way? Are you taking advantage of key features that can help you get your work completed more quickly and with fewer errors? Do you sometimes wonder what Excel tools you may not know about? Would you like to know about the new features that have been added to recent versions of Excel and how you can put them to use? If you answered 'yes' to any of these questions, then make plans now to participate in this course to learn about how you can work more efficiently and effectively with Excel. In this course, you will learn techniques to summarize and analyze data in ways that you may have never imagined possible. Building upon your existing Excel skill set, you will learn how to create data models in Excel and then to

summarize these models using PivotTables. You will explore new features in Excel and learn how to take advantage of them, including tools that are useful in budgeting and forecasting environments. And you will learn innovative ways to use tried-and-true Excel features such as charts, VLOOKUP & HLOOKUP, tables, SUBTOTAL, and even formatting options. If you're planning to take just one Excel course this year, this should be the one!

Highlights include:

  • Key new features added to recent versions of Excel
  • Tools for summarizing and analyzing data in Excel, including tables, data models, and PivotTables
  • Effective budgeting and forecasting techniques in Excel
  • Solving everyday business problems using features found in Excel


Course Specifics

Computer Software and Applications
Fundamental knowledge of computer operations including Microsoft Office Excel
LE2192001
None


Compliance Information

103220
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify key new features added to recent versions of Excel
  • Create accurate reports, schedules, and analyses using Excel
  • Prepare Excel-based budgets and forecasts with improved accuracy and efficiency
  • Utilize various Excel features to solve common problems associated with spreadsheets


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