As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the bes...
9/3/2025 10:00am - 5:30pm | Online | CalCPA
Members: $329.00, Non-members: $439.00
CPE Categories: Specialized Knowledge & Applications (8 CPE)
As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.
Today?s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this ?must-see? CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.
Instructor: Thomas G. Stephens Jr
CPAs and other professionals seeking to advance their knowledge on the topic.
List critical spreadsheet design fundamentals
Identify techniques used to minimize data input errors
Utilize Excel?s Table feature as a foundational component of spreadsheets
Identify and implement three different methods for consolidating data
Utilize various Excel features, such as Go To Special, to solve specific spreadsheet issues
List and apply four techniques for sharing an Excel workbook and collaborating with others
Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
Identify the advantages of working with Defined Names in Excel
List and apply six techniques for securing Excel data
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
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