CPE Catalog & Events

Excel - Advanced Formatting to Improve Your Spreadsheets

Customizing cell formatting and cell stylesUsing number and custom number formattingUsing Conditional Formatting to format cells based upon a defined criteriaProtecting a worksheet and workbook to prevent changes

Excel - Advanced Spreadsheet Troubleshooting Techniques

Exhibiting the value and the art of nesting formulasDemonstrating different ways to troubleshoot complex formulasReviewing Excel's nine built-in error-checking optionsTeaching different techniques for resolving rounding errors

Excel - Auditing Your Spreadsheets for Maximum Accuracy

Proofing methodsExcel Auditing ToolsUsing the Data Validation featureTechniques to cross-foot and validate your spreadsheets

Excel - Building Powerful Lookup and Reference Formulas

Performing advanced searching and data retrieval with LOOKUP, INDEX and MATCH functionsSpeeding up worksheet creation with the INDIRECT functionTesting conditions with the LOGICAL functions (IF, AND, OR, NOT)Using ERROR checking functions

Excel - Create KPI Dashboards for Maximum Impact

Dashboard design guidelinesSetting up a Data ModelCreating calculated fields and columnsCreating KPIsAdding a linked table to the data modelCreating PivotTables and PivotChartsAdding Power View visualizationsReviewing the completed dashboard

Excel - Feature Review in 100 minutes

Review of Excel's features and functionsWalk-through of Excel's ribbons What the Excel features and functions can do for you

Excel - Formatting Spreadsheets for Beginners

Cell formatting basics (fonts, fill, borders, alignment, numbers)Using quick formatting tools (Cell Styles, copy & pasting, cell formats)Printing your spreadsheets (page layout, printing to paper and PDF) Creating and using templatesCreate a Default layout (Workbook, sheets, settings)

Excel - From a Blank Sheet to a Finished Workbook

Best practices for creating a report in ExcelGetting data into ExcelTechniques to efficiently create reports in ExcelUsing PivotTables to create interactive reports in Excel

Excel - Functions and Formula Shootout

Review of formula creation best practicesDemonstration of various Excel functions to enhance calculationsUsing Excel functions to perform advanced calculations

Excel - Fundamentals, Data Entry and Basic Formulas

Review of the Excel interfaceBasic data entry tasks using the fill command, range selection and copy & pasteBasics to creating formulas (absolute/relative reference, auto-computer, functions)

Excel - New Features That Benefit Excel 2019 & O365 Users

The new capabilities of Array FormulasNew formula functions, including XLOOKUP, XMATCH, SEQUENCE and moreUsing the Ideas featureMany more new features

Excel - Two Must Know Features; Defined Name and Tables

Using Defined Names in formula creationLearning how Defined Names can lead to more accurate spreadsheetsUsing the structured calculations in Excel Tables

Excel - Using Charts for a Non-Financial Audience

Selecting the right type of chartCreating dynamic chartsChoosing what data to display as a chartCustomizing charts using various optionsPrinting and sharing charts

Excel - Using PivotTables for Data Analysis

The advantages of PivotTable for Data AnalysisStep-by-Step PivotTable creationCreating PivotCharts

Excel - Working With Text, Date and Time Functions and Formulas

Using Text functions to join and separate text entriesInserting Text functions to work with imported dataPerforming date and time calculations with the Date and Time functions

Exploring Internal Controls: That Could Have Prevented Fraud

Financial Statement Shenanigans

Factors that cause people to commit financial statement fraud The seven most common ways of "cooking the books" Specific corporate scandals which highlight "financial shenanigans" Increasing your awareness of possible techniques to detect financial statement irregularities and potential fraud

Finding Errors in Excel Spreadsheets

Fixing Your Chart of Accounts

Current Chart of Accounts Best Practices Why developing a chart of accounts begins with studying your organizational chart How to identify your account segments Determining the order of your account segments Best practices for numbering account bases How to avoid memorizationFixing Your Current Chart of AccountsHow big company and small company software differs Two key approaches for preserving your historical data What to know when making major chart of accounts changes

Fraud & Embezzlement; Case Studies from the Trenches

How organizations can find themselves defrauded due to lax oversight and weak internal controls. How the existence of the "trusted advisor" creates situations where CPAs can drop their professional skepticism. illustrations of the issues companies should look for in preventing fraud and embezzlement.