Join JCI Lower Mainland for:
Training - Tips, Tricks, and Techniques for Excel
with Alan Salmon
Back by popular demand JCI Senator Alan Salmon!
Date: November 4, 2010 @ 7pm
Location: TBA
Cost: $35 for members, $45 for non-members
RSVP to: rsvp@jcilowermainland.org
Excel Tips, Tricks, and Techniques
Course Description
Excel is the tool of choice for analyzing and reporting financial data, yet most users have never received any formal Excel training. As a result, many users use time-consuming and error-prone processes to complete everyday tasks. This highly acclaimed course contains a large number of tips, tricks, and techniques to improve your productivity and accuracy. Its content is based on over twenty one years of experience in delivering Excel training to accountants and on feedback from tens of thousands of accounting and financial professionals 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! Participants will have access to sample data files.
Course Information
- CPE credit: Recommended for 3 hours
- Instructional delivery method: Group-live demo and discussion using color computer projection –NOT a hands-on course
- Prerequisites: None
- Program level: Intermediate
- Advance preparation: None
- Designed for: Business people who want to learn how to use Excel more efficiently and effectively
- Who should attend: Users or potential users of Excel
Course Highlights
- Easily apply and control underlining, spacing, and label alignment with the Accounting Format
- Customize the Quick Access toolbar so that frequently used commands are readily available
- Use advanced functions, such as IF, VLOOKUP, SUBTOTAL and IFERROR for making calculations
- Work confidently with three-dimensional workbooks
- Use Sum Through formulas to summarize data
- Understand the printing process – print multiple ranges or worksheets simultaneously, apply print settings to multiple worksheets and use Custom Views to automate report printing
- Use Auto-Fill to fill a column with values or dates, copy formulas, or enter custom headings
- Learn how to create a Rolling Report
- And much more…
This class will be taught in the latest version of Excel. References will be made to prior versions of Excel when there are differences. Users of all versions of Excel will benefit from this seminar.
Alan Salmon is a leading Canadian accounting software analyst, syndicated columnist, consultant and popular speaker. He is the CEO and President of K2 Enterprises Canada, a leading provider of technology training to accountants in Canada. He consults with accounting software companies, and accounting and consulting firms, to improve their business results. He is recognized as an outstanding Excel trainer and conducts courses across Canada. Alan is the chair of the Accounting Technology seminar series which offers seminars across Canada twice a year to keep accountants up to date on the technology they and their clients use. He has written extensively for many publications, including the Bottom Line, Accounting Today, CGA BC and many others. He has published six books on accounting software.
The K2 Enterprises Canada web site provides you with valuable information about the accounting software industry. You'll find software information, articles by Alan Salmon, products and services offered by K2 Enterprises Canada and links to web sites of particular interest to accountants and consultants.
For more information on Alan Salmon, or K2 Enterprises Canada please see: