CPE & Event Catalog

Business math basics. Data analysis. Interest and related topics. Markups and markdowns. Price elasticity. Cost-volume-profit analysis. Sales forecasting. Charts.

What to look for in Excel 2024. How to take advantage of new functions and features in Excel. Integrating Excel data with other applications. Improving Excel security.

Understanding the best types of visualizations to use in specific situations. Creating compelling visualizations using Excel. Adding interactivity to your Excel-based visualizations.

Excel charts and visualizations. The worksheet ribbon. Chart overview. Chart sheets. Advanced charting practices. Sparkline graphics. Custom number formats and shapes. Excel dashboarding.

Pivot tables. The worksheet ribbon. Pivot table data analysis. Goal seeking.

The worksheet ribbon. Importing and cleaning data. Validating data. Worksheet outlines. Lining worksheets. Protecting data.

Best practices for creating and working with Excel workbooks. Effectively using Excel functions when creating formulas. The importance of PivotTables in modern reporting environments. Best practices for formatting your workbooks.

The worksheet ribbon. Common mathematical operations. Text manipulation formulas. Date and time formulas. Conditional analysis formulas. Financial analysis formulas. Conditional formatting. Formula error elimination.

The most common formulas and functions used by Excel power users.

PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables. Formatting PivotTables. Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot. Analytical techniques available in PivotTables.

The value of money concepts. Present value of single sum. Future value of single sum. Present value annuities. Future value annuities. Computing periodic rate. Annuities due. Uneven cash flows and capital budgeting.

Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.

Excel worksheets: best practices. Worksheet layout. Worksheet design.

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.

Financial forecasting. Financial modeling. Cash forecasting. Microsoft excel modeling.

AU - C 700 Series. Significant changes to the auditor's report. SAS No. 134. SAS 135, omnibus statement on auditing standards. SAS 141. Audit evidence. Auditing accounting estimates and related disclosures. SAS 144.

Worksheets and workbooks. Worksheet navigation. Shortcut menus. Creating a workbook, and more.

Counting characters. Error functions. Importing data. Rounding values.

Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays. How to use "legacy" features and functions such as AGGREGATE. Creating effective forecasts in Excel.

Identifying weaknesses in traditional reporting processes. Using leading-edge features in Excel to improve reporting practices. How to work with Power Query to solve common reporting challenges. Adding Slicers and Timelines to your Excel-based reports.