Excel - Financial Reporting and Analysis
Registration Closed
9:00 AM - 4:30 PM
Ivey Spencer Leadership Centre,
551 Windermere Rd,
London, Ontario, N5X 2T1
Who can attend
Personal Passport Price $280.00
Organization Passport Price $330.00
Member Price $420.00
Student Price $420.00
New Member Price $420.00
Public Price $520.00
CPD hours
Event type
Event description
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Microsoft Excel is a powerful tool for analyzing financial data and preparing financial reports, but like most powerful tools, it contains hidden features and functionality useful for these purposes that are not obvious to users, both novice and expert alike.

The purpose of this course is to uncover these hidden features so that users may prepare computationally accurate and aesthetically pleasing reports in a more effective and efficient manner. It provides solutions for accountants in the following six major topic areas: advanced techniques for formatting reports and financial statements, assembly and printing of reports and schedules, using templates to automate reporting processes, advanced financial analysis with PivotTables connected to the General Ledger using ODBC, data consolidation, and using charts and digital dashboards for presenting financial information. Participants will have access to sample data files.


  • Identify and understand how to format financial statements and other Excel-based reports more effectively with tools such as Custom Formats, Conditional Formatting, the Accounting Format, and Multicolumn line headings
  • Recognize opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, Linked and Embedded Objects, and saving Excel-based reports as PDF documents
  • Differentiate between Excel’s default templates and templates for financial reporting and analysis and describe how to create templates and apply them to financial reporting and analysis situations
  • Describe how Excel features such as Sorting, Data Tables, Subtotal, Filters, and PivotTables aid in financial reporting and analysis and apply each of these tools in context
  • List four techniques for consolidating data, describe advantages of each technique, and apply each technique when consolidating data
  • Create Excel-based charts and dashboards to aid in communicating financial data to information consumers, including differentiating between different types of charts and describing the circumstances under which certain types of charts are preferable


Accountants desiring more knowledge in the use of Excel for financial statement preparation and analysis, and those who utilize Excel for preparing and analyzing financial reports.

Special instructions
  • Participants should have a fundamental knowledge of Excel operations.
  • 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 above.
  • 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

K2 Enterprises Canada 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.

Karen Granville, Hons. BMath, is a Senior Associate with K2 Enterprises. Karen has an Honours Bachelor of Mathematics degree in Operations Research and Combinatorics and Optimization from the University of Waterloo, a Teacher Training Certificate in adult teaching from Durham College, and is also a Microsoft Office Specialist - Master Instructor. She has several years business experience in the oil industry, and has taught at many educational institutions.