Excel - Advanced
Registration Closed
9:00 AM - 4:30 PM
Holiday Inn Toronto-Mississauga,
2125 North Sheridan Way,
Mississauga, Ontario, L5K 1A3
Who can attend
Personal Passport Price $280.00
Organization Passport Price $330.00
Member Price $420.00
Student Price $420.00
Public Price $520.00
CPD hours
Event type
Event description
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Although many accountants consider themselves experts in using Excel, most accountants are self-taught and do not use Excel to its full potential. This course takes experienced, self-taught users to the next level. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security; using tables to analyze and report data; integrating and manipulating data from external sources; creating and auditing complex formulas; advanced data analysis with subtotals, filters, and PivotTables; and using charts to analyze and communicate information. Its content is based on twenty years of experience in delivering Excel training to accountants and on feedback from thousands of accounting and financial professionals just like you. If you use Excel extensively, you need this course!


  • Describe best practices for securing and collaborating Excel workbooks, including Encryption, Digital Signatures, Sharing and Merging workbooks, and Publishing Excel workbooks to SharePoint
  • Describe Tables and understand how to use Table names, turn a Table into a Range and Analyze the Data using Filtering and Sorting, Structural Reference and Advanced Filters
  • Explain how to import data from Text files, XML files, Access tables, and ODBC and MS Query and then use Data Cleanup Tools such as Text to Columns and Transposing Columns and Rows
  • Use advanced functions – SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, MIRR – to create and audit complex formulas
  • Describe advanced data analysis techniques such as Data tables, Subtotals, Filters, PivotTables, and PivotCharts
  • Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information


Accountants who work with Excel and who want to learn all of the best features and functions.

Special instructions
  • Participants will have access to sample data files.
  • Participants should be an experienced Excel user.
  • Group-live demo and discussion using color computer projection.
  • This course is “laptop friendly”, so feel free to bring your laptop equipped with Excel 2007 or higher.
  • This course will be taught in Windows Excel 2016. Reference will be made to the differences between Excel 2016 and Excel 2013, 2010 and 2007.

Hard copy seminar material is NOT provided at seminars. More information can be found here..

Electronic material can be accessed one week prior to the program at https://pdlms.cpaontario.ca/ and should be downloaded in advance.

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

Speaker Bio
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.