Excel Boot Camp
Registration Closed
9:00 AM - 4:30 PM
Ramada Ottawa on the Rideau,
2259 Prince of Wales Drive,
Ottawa, Ontario, K2E 6Z8
Who can attend
Personal Passport Price $560.00
Organization Passport Price $660.00
Member Price $725.00
New Member Price $725.00
Student Price $725.00
Public Price $925.00
CPD hours
Event type
Event description
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If you are ready for two days of intensive Excel training in a “laptop optional, laptop friendly” environment, then this course is for you. By using accounting-centric examples, developed for accountants, by accountants, Excel Boot Camp takes you through Excel from A to Z and shows you how to elevate your use of Excel to the next level.

Microsoft improved Excel significantly in versions 2007, 2010, 2013, and 2016. Additions to the function library, Tables, a greatly improved charting engine, and an overhaul of PivotTable functionality are just a few of changes you will learn about in Excel Boot Camp. In addition, throughout the two-day Excel Boot Camp, you and your team will learn various techniques for enhancing not only your efficiency, but also your effectiveness, when working with Excel. In this seminar, you will learn a wide variety of “power features” that will assist you in creating accurate spreadsheets in a fraction of the time previously required.


  • Implement various tips, tricks, and techniques in Excel to address issues such as formatting, AutoCorrect, handling dates and times, and selecting cells with special characteristics
  • Utilize Excel’s formula-building tools
  • Describe how and when Excel’s Table feature should be used
  • Create and audit complex formulas, including those containing arrays and SUMIFS, VLOOKUP, HLOOKUP, INDEX, and MATCH functions
  • List and describe various techniques for securing Excel workbooks
  • Create charts in Excel that captivate audiences and communicate messages effectively
  • List and describe the six components of PivotTables and explain how to create simple PivotTables
  • Create PivotTables, including PivotTables that perform calculations other than the predefined eleven calculations available
  • Use the Camera function to assist in creating custom reports
  • Utilize Excel’s Macro Recorder tool to create simple, yet very useful, macros that you can put to work right away


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

Special instructions
  • Participants should have a fundamental knowledge of Excel 2007 or higher.
  • 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.

Marion Williams, a Senior Associate with K2 Enterprises Canada since 2009, provides consulting and training services throughout Canada. With a background in the insurance industry, Marion earned the FLMI designation with a specialty in Information Systems. Marion specializes in training all the Microsoft Office products at an advanced level. In addition to her K2 teaching, Marion develops custom databases for a variety of business sectors, using Access, Excel and VBA.