Event Detail

Excel Boot Camp for Accountants


Excel is the accountant's tool of choice for analyzing and reporting financial data, yet most accountants have never received any formal Excel training. As a result, many accountants use time-consuming processes to complete everyday tasks. This highly acclaimed course contains:

  • Tips, tricks, and techniques to improve your productivity and accuracy
  • Formatting essentials to enhance your spreadsheets
  • Exploration of Excel’s most useful functions for Accounting and Finance professionals
  • A review of best-formula building practices and new functions introduced in Excel 2013 and 2016
  • Charting fundamentals to present your data visually to get your point across

If you are an Excel user, regardless of your level of experience, and you have never taken an Excel training course this course is for you!


Learn how to:

  • Improve your Navigation and selection speed with special keyboard and mouse techniques
  • Use Conditional Formatting to make specific cells "stand out from the crowd"
  • What's in a Name - using Range Names for easy references to cells
  • Master the mystery of relative and absolute cell referencing in formulas
  • Create charts in Excel that captivate audiences and communicate messages effectively
  • Build complex formulas quickly and easily with Excel’s formula and function tools
  • Add power to your spreadsheets with Excel’s Advanced Functions
  • Use Excel’s error-checking functions to ensure error free spreadsheets


Upon completion of this course, participants will be able to:

  • Identify Tips and Techniques in Excel such as Freeze Panes, Split Windows, AutoCorrect, Paste Special and more to increase productivity
  • Describe Formatting Tools and Techniques, e.g. Multiline Column Headings, Custom Date and Number Formats, and Conditional Formatting
  • Explain Excel's formula building tools, including AutoCalculate, Absolute vs. Relative Cell References, and Ranges Names
  • Learn how to Present Data Visually using Excel’s Charting features including Applying Layouts and Styles and Configuring Chart Elements
  • Perform advanced Searching & Data retrieval with LOOKUP and INDEX & MATCH functions
  • Use DATE functions in Calculations and Data Analysis
  • Calculate & Summarize data with SUMIF and COUNTIF functions
  • Test conditions with the LOGICAL functions (IF, AND, OR, NOT)
  • Use ERROR checking functions
  • Learn the art of nesting formulas and troubleshooting complex formulas


Working Knowledge of Excel

Designed For:

Accounting and financial professionals who want to improve their use of Excel to easily analyze and summarize data.

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