Online Seminar

Excel Tips, Tricks and Techniques for Accountants

NOV 03 - Nov 04, 2021



NOV 03 - NOV 04



8:30 AM - 12:30 PM




7.5 Hours


0 Hours


Registration closed on

Oct 31, 2021



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

  • Wednesday, November 3, 2021, 8:30am - 12:30pm
  • Thursday, November 4, 2021, 8:30am - 12:30pm
  • Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel.

    In this course, you will learn countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

    Throughout the program, your K2 instructor will reinforce key learning points with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.


    • Identify situations in which various Excel features can increase productivity and apply each of these techniques in context, such as Freeze Panes, Split Windows, selecting cells with special characteristics, AutoCorrect, the Office Clipboard, and Paste Special
    • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
    • Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity
    • Utilize various formula building tools to create formulas more efficiently and create various types of formulas, including formulas to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
    • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
    • Implement procedures for producing Excel-based reports, including adjusting print settings, using the Camera feature to create report forms, and working with Custom Views to automate print settings


    Accountants who want to learn how to use Excel more efficiently and effectively.


    $325.00 Personal Passport

    $380.00 Organization Passport

    $479.00 Member

    $479.00 Student

    $589.00 Public

    Status: Registration closed on Oct 31, 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, Access, cloud computing, Adobe Acrobat, budgeting, business analytics, internal controls, paperless office, and other technology related topics.


    • Participants will have access to sample data files.
    • Participants should have fundamental knowledge of Excel operations.
    • 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 CPA Ontario 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.

    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.