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Excel Formula's Accountants & Financial Professionals Need to Know (Completed)

Date: Friday, June 21, 2024
Instructor: Stephen M. Yoss
Begin Time:  11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time
CPE Credit:  2 hours for CPAs

Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.

Who Should Attend
Financial professionals that would like to have better knowledge of Excel

Topics Covered

  • Core Financial Calculation Formulas
  • Advanced Lookup & Reference Techniques
  • Dynamic Arrays for Data Analysis
  • Formula Efficiency Boosters & Best Practices

Learning Objectives

  • Demonstrate the ability to locate data anywhere using Lookup formulas such as VLOOKUP, INDEX & MATCH
  • Make balance sheet calculations for depreciation & amortization using SLN, DB, DDB & VDB
  • Determine Interest and payment amounts using PMT, IPMT, NPV, IRR. Additionally how to visualize this data with Excel’s chart functionality
  • Discover how to do easy statistical analysis using excels, statistical tool pack and related functions
  • Leverage Excel’s table functionality to make writing formulas more efficient & Effective

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Specialized Knowledge (2 hours)

Program Prerequisites
None

Advance Preparation
None

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