Excel is the accountant's tool of choice for analyzing and reporting financial data, yet most accountants have never received any formal Excel training. As a result, many accountants use time-consuming and error-prone processes to complete everyday tasks. This highly acclaimed course contains hundreds of tips, tricks, and techniques to improve your productivity. Its content is based on over twenty years of experience in delivering Excel training to accountants and on feedback from tens of thousands of accounting just like you. The course has six major areas of topical coverage: productivity tips and tricks, formatting essentials, customizing Excel, formula-building essentials, three-dimensional workbooks, and printing essentials. If you are an Excel user, regardless of your level of experience, and you have never taken a formal Excel training course for accountants, you need this course!

This newly revised course has shifted online into two, half-day, live, instructor-led sessions. We recognize that online learning a vastly different experience from an in-person seminar and our instructors have adapted the interactive sessions to include regularly scheduled breaks and digital breakout rooms for group discussions. Our goal is to make your experience more convenient as we navigate the new reality of virtual learning.


  • Wed, July 7, 8:30am - 12:30pm
  • Thurs, July 8, 8:30am - 12:30pm
  • LEARNING OBJECTIVES: • Identify tips and tricks in Excel such as Freeze Panes, Split Windows, Selecting Cells with Special Characteristics, Using AutoCorrect, Adding Date and Time Stamps, Working with the Office Clipboard, and Paste Special and describe how to use each to increase productivity with Excel • Describe tools and techniques for formatting in Excel, including Multiline Column Headings, The Accounting Format, Custom Date and Number Formats, and Conditional Formatting • Identify opportunities to customize Excel and describe procedures for Customizing the Ribbon, Customizing the Quick Access Toolbar, Adjusting Excel’s Options, Using Templates to Increase Productivity, Modifying Excel’s Global Templates, and Working with Custom Themes • Describe Excel’s formula building tools, including Absolute vs. Relative Cell References, The Formula Tab, Performing Calculations on Dates, Splitting and Combining Text Strings, Using the Text to Columns Wizard, Working with Defined Names, Conditional Calculations, VLOOKUPs and HLOOKUPs • Describe how to link data from multiple Excel workbooks, including Creating Links, Handling Broken Links, Combining Single-Sheet Workbooks, Creating Sum-through Formulas and Rolling Reports • Define the process for printing data from Excel, including describing How to Adjust Various Print Settings, Using the Camera Feature to Create Report Forms, and Working with Custom Views to Automate Print Settings to Print Reports WHO WILL BENEFIT: Accountants who want to learn how to use Excel more efficiently and effectively.