product-image
Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization
Technology
Webcast

Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

Best practices for creating dependable Excel workbooks for accountants, including workbook and worksheet management.

$125 - $149
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Instructor

Liam Bastick

Availability

Product Number

VCL2EXAP03250616

 View  
 Business & partner 
Product Details

Enhancing Excel workbook productivity

This workshop covers organizing and managing worksheet information, offering hands-on participation alongside the instructor. Through the practical tasks, you will gain a comprehensive grasp of commonly utilized Excel functions such as:

  • Hiding worksheets
  • Inputting cells styles for users
  • Organizing workbooks

Mastering Excel capabilities
Becoming proficient in Excel entails developing workbooks that are efficient and well-organized. The facilitator will guide you through mastering complex functions, selecting cells and objects, and organizing principles of workbook design. You'll enhance your basic understanding of Excel with topics including:

  • Creating complex formulas with nested functions
  • Applying techniques for group selection

Session 3 is one of eight sessions that is available as an individual session. Each session builds on the prior sessions, so you'll want to consider watching Session 4: Conditional Summing and Lookups to further prepare to tackle real-world issues and build powerful workbooks.

Key Topics

  • Cell styles
  • Workbook design principles
  • Nested functions
  • Selecting cells and objects
  • Organizing worksheets

Learning Outcomes

  • Determine when to hide worksheets to organize and control worksheet information from other users.
  • Apply cell styles for efficient formatting.
  • Apply workbook and worksheet organization techniques.
  • Use nested functions to build formulas.
  • Use selection group techniques on Excel cells and objects.
  • Analyze design principles for organized and efficient Excel workbooks.

Who Will Benefit

Accounting and finance professionals who'd like to improve their mastery of Microsoft Excel

Credit Info
CPE Credits
2
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Working knowledge of Excel
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$149.00
AICPA Members
$125.00
CIMA Members
$125.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Liam Bastick
FCA, FCMA
Liam has over 30 years of experience in financial model development, auditing, valuations, M&A, strategy, training, and consultancy. He is the Managing Director of the boutique modelling firm, SumProduct, providing corporate finance modeming assistance, training, and consulting to clients worldwide. A regular author and editor of accounting, modelling, and Excel articles, Liam has written various books, including Excel Insights, Introduction to Financial Modelling, and Financial Modelling for Power BI. He is also an award-winning trainer, recognized 13 times as a Most Valuable Professional (MVP) in Excel by Microsoft, and appointed worldwide. He won the inaugural Lifetime Achievement Award for Financial Modelling (FMI) in 2021 and was a finalist for the Lifetime Achievement Award in MS Excel (2023) (GES).
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Ratings and reviews

Cancellation Policy
View our Cancellation policy here

Related content

}