Excel is the default program for many financial professionals—and highly effective—if used correctly. It can be used for everything from simple tabular analysis to creating in-depth aggregate pivot tables. This session will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, and analyze data using Excel and potential traps to avoid.

Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this session with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.

TOPICS:

• Microsoft Excel best practices
• Power Query
• Useful formulas for financial professionals
• Introduction to Power BI
• Summary and review of Pivot Table functionalities

LEARNING OBJECTIVES:

• Describe the features and functions of Excel Tables and data modeling.
• List and detail Excel functions that are the most useful for financial professionals.
• Outline the main features and functionalities of Power Query and how it can be used to improve organizational reporting.
• Demonstrate how to create a pivot table in Excel and how to utilize their major functions.
• Describe the purpose and intention of Microsoft Power BI. Explain how it can be a great complement to Excel for financial reporting.

MINIMUM REQUIREMENTS:

You will require an Internet connection and a phone/voice connection at the same time. Most attendees use their computer for the audio. Participants are able to submit questions and comments during the session via a Q&A text panel. Terms, conditions, pricing and services subject to change.

TARGET AUDIENCE:

This webinar will be of most interest to accountants and financial planners looking to improve and expand their Excel skills.

PROFESSIONAL DEVELOPMENT CREDITS (CPE HOURS):

Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or obtain a refund. For all Live Webinars that are recorded, participants will have access to the recording for 12 months following the Live Webinar. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.

CANCELLATION POLICY:

Due to the costs involved with planning Web sessions, cancellations must be confirmed in writing at least one (1) business day before the beginning of the Web session. If we receive your cancellation notice within the above-mentioned period, you will receive a full refund. No refund will be issued for notices received after the cancellation period.

THIS WEBINAR INCLUDES:

• 12 months to review the webinar recording
• Print version of the presentation slides
• PD Certificate for 2 hours

PRESENTER:

This webinar is being presented by: Stephen M Yoss, Jr., CPA, MS

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential. For more information about Steve, please click here to visit his personal website.