K2's Excel Best Practices 25-26

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)

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Description

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

Target Audience

CPAs and other professionals seeking to advance their knowledge on the topic.

Course Objectives

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

Subjects

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

Prerequisites

None.