Online Seminar

Excel - Financial Reporting and Analysis

NOV 09 - Nov 10, 2021



NOV 09 - NOV 10



8:30 AM - 12:30 PM




7.5 Hours


0 Hours


Registration closed on

Nov 04, 2021


Fall Sale. Discount already applied.


This course has shifted online into two, half-day sessions.

  • Tuesday, November 9, 2021, 8:30am - 12:30pm
  • Wednesday, November 10, 2021, 8:30am - 12:30pm
  • Microsoft Office Excel is a powerful tool for analyzing financial data and preparing financial reports and if you are ready to harness the power of Excel for financial reporting and analysis, then this program is for you. In this course, you will learn how to put Excel to use to deliver accounting and financial solutions in critical areas such as formatting reports and financial statements using advanced techniques, assembling and printing reports and schedules, and using templates to automate reporting processes. You will also learn options for consolidating financial data from multiple sources, how to create Excel visualizations to improve reader’s comprehension of financial information, and advanced data analysis techniques such as PivotTables connected in real-time to your accounting database.

    Like most powerful tools, Excel contains features and functions useful for reporting and analysis that are not immediately obvious to many users. In this course, you will uncover many of these hidden features to help you prepare computationally accurate and aesthetically pleasing reports in far less time than you might imagine possible. You do not want to miss this opportunity to learn how to take advantage of Excel to overcome many of the reporting and analysis obstacles currently facing you.


    At the end of this seminar, participants should be able to:

    • Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently
    • Identify opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
    • Differentiate between Excel’s default templates and templates for financial reporting and analysis; create templates and apply them to financial reporting and analysis situations
    • Apply Excel features, such as Sorting, Data Tables, Subtotal, Filters, and PivotTables to aid in financial reporting and analysis
    • List and apply four techniques for consolidating data in Excel
    • Create visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable


    Accounting and financial professionals desiring more knowledge in using Excel for financial statement preparation and analysis. The program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.


    $269.00 Personal Passport

    $285.00 Organization Passport

    $299.00 Member

    $299.00 Student

    $439.00 Public

    Status: Registration closed on Nov 04, 2021




    K2E Canada Inc, and its US partner K2 Enterprises is the pre-eminent provider of technology-focused continuing professional education to accountants and other professionals in Canada and the United States. We offer seminars on Excel, Word, PowerPoint, Outlook and Access. In addition; our catalogue includes seminars on Internal Controls, Cloud Computing, Tech Tools to Prevent Fraud, Adobe PDF and overviews of current technology for accountants.


    • Participants will have access to sample data files.
    • Participants should be an experienced Excel user.
    • This course will be taught in the Windows version of Excel for Office 365. Reference will be made to the differences between Excel 2010 or newer and Excel for Office 365.
    • We encourage you to bring your laptop equipped with Excel 2010 or newer to follow along with the instructor. The focus of this session is on Excel for Windows; however, many of the Excel features discussed are also available in Excel for Mac.

    This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.

    Electronic material can be accessed one week prior to the course at and should be downloaded in advance.

    Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.