K2's Mastering Advanced Excel Functions Webcast [MAE4]

Jun 27, 2024
Time: 10:00am - 1:30pm

Subject:

Computer Software & Applications

Credit Hours:

4.00

Price:

Member: $155.00
Non-member: $225.00

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Discussion Leader:

Brian F. Tankersley, CPA.CITP    more info

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 20 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005.
Tankersley has been recognized annually as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011-2014 by Cygnus Business Media. Tankersley is also one of the principal authors of the Accounting Firm Operations and Technology Survey, which has been published annually for the last three years. Brian has made presentations in 46 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. Brian has presented sessions at many national conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Insights, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. He Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 20 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005.

Tankersley has been recognized annually as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011-2014 by Cygnus Business Media.Tankersley is also one of the principal authors of the Accounting Firm Operations and Technology Survey, which has been published annually for the last three years. Brian has made presentations in 46 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. Brian has presented sessions at many national conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Insights, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. He Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

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Website registration for this course closes on June 26, 2024. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

K2s Mastering Advanced Excel Functions Webcast (MAE4)

June 27th, 2024 / 10:00 am 1:30 pm

Live Webcast / Zoom

Are you ready to move past Excels simple functions, such as SUM? If so, participate in this session to learn about many of Excels advanced functions, including XLOOKUP, SUMIFS, and SWITCH. Youll also learn about the revolutionary Dynamic Arrays feature.

With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excels more advanced features some new and some legacy to elevate your productivity to higher levels.

In this session, you will learn about many of Excels newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excels FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

Major Topics:
- Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
- How to use legacy features and functions such as AGGREGATE
- Creating effective forecasts in Excel

Learning Objectives:
Upon completing this course, you should be able to:
- List examples of best practices for constructing formulas in Excel spreadsheets
- Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
- Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
- Cite examples of when using Dynamic Arrays would be useful
- Differentiate between Excels AGGREGATE and SUBTOTAL functions
-Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function

Designed For: Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets

CPE Credits: 4, Computer Software & Applications

Level of Knowledge: Intermediate

Prerequisite: Fundamental knowledge of Excel 2019 and newer

Acronym: MAE4

Discussion Leader: Brian F. Tankersley, CPA.CITP
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