Skip to main content

K2’s Mastering Advanced Excel Functions

-

Add to Calendar

Live Virtual Seminar

4.00 Credits

Member Price $155.00

Price will increase by $50 on 6/7

Non-Member Price $215.00

Price will increase by $50 on 6/7

Overview

Are you ready to move past Excel’s simple functions, such as SUM? This session explores many of Excel’s advanced functions, including XLOOKUP, SUMIFS, and SWITCH. Also learn about the revolutionary Dynamic Arrays feature.

Highlights

  • 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

Prerequisites

Fundamental knowledge of Excel 2019 or newer

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

Objectives

  • 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 Excel’s AGGREGATE and SUBTOTAL functions
  • Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function

Preparation

None

Leader(s):

Leader Bios

Brian Tankersley, K2 Enterprises LLC

Brian Tankersley is a CPA and consultant based in Knoxville, Tennessee. Brian is a frequent speaker at continuing education courses on auditing and technology for the American Institute of CPAs and K2 Enterprises, and is a senior faculty member with Becker Professional Review. Brian writes and publishes a nationally recognized blog on accounting and technology (http://blog.bftcpa.com). Tankersley’s areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in public accounting with both international and local firms, as well as industry. His financial experience includes accounting & auditing, accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. Brian’s non-financial experience includes retail, wholesale, and manufacturing industry experience, technology strategy, technology management, systems implementation, technical training and documentation. Brian is both a Certified Public Accountant and Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Mr. Tankersley has served on numerous board of directors and in leadership roles for both his church and in professional organizations. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and the Information Technology Section of the American Institute of CPAs. He has also served as an officer and director for numerous area community and professional organizations. Brian, his wife Janette, and their four year old son make their home in Farragut, Tennessee. Entered 06/28/2006

Return to Top

Non-Member Price $215.00

Member Price $155.00