Improve Spreadsheets by Building Controls in Excel

Overview

Robotic process automation (RPA) possesses several features that may give rise to similar but also new adoption effects (both benefits and challenges) relative to other information technology (IT) implementations. This study adds to the accounting and emerging technologies literature by examining the beginning-to-end process through which RPA is implemented in the accounting function. We adopt an exploratory and case-centered research methodology based on a mature RPA implementation in an accounting setting. We further corroborate it with interviews with subject matter experts and compare it with another case study of an early-stage RPA implementation. We identify five themes related to RPA adoption in accounting functions: workforce, IT governance, privacy and security, system sustainability, and the measurement of RPA success. We’ll also present key takeaways that may support effective RPA adoption in accounting.

Highlights

• Learn best practices when designing your spreadsheets
• How to create a proper worksheet structure
• Learn to use Excel's built in features to find errors
• How to create your custom controls to prevent and find errors
• Using links to quickly move to controls
• Using Conditional Formatting to highlight errors

Objectives

• Recognize best practices when creating your spreadsheets
• Determine which controls you need to develop for your spreadsheets
• Understand how to use controls to build more accurate spreadsheets

Preparation

Participants should have a basic understanding of Microsoft Excel.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.