108  |  In Person Training  |  Advanced  |  Scheduled

K2's Excel Financial Reporting and Analysis - VIRTUAL

Monday, August 24, 2020 8:30am - 4:00pm

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Pandemic Update: With all the changes this pandemic has brought, we understand you may have questions and concerns regarding continuing education offered by the Society. The safety of our attendees, discussion leaders and staff is always top of mind and our number one priority is to continue offering CPE options as safely as possible with the same quality and quantity you have come to expect. Please visit our Pandemic and OSCPA CPE: What to Expect page for more information.

Microsoft Office Excel is a powerful tool for analyzing financial data and preparing financial reports and if you are ready to harness the power of Excel for financial reporting and analysis, then this program is for you. In this course, you will learn how to put Excel to use to deliver accounting and financial solutions in critical areas such as formatting reports and financial statements using advanced techniques, assembling and printing reports and schedules, and using templates to automate reporting processes. You will also learn options for consolidating financial data from multiple sources, how to create Excel visualizations to improve reader's comprehension of financial information, and advanced data analysis techniques such as PivotTables connected in real-time to your accounting database. Like most powerful tools, Excel contains features and functions useful for reporting and analysis that are not immediately obvious to many users. In this course, you will uncover many of these hidden features to help you prepare computationally accurate and aesthetically pleasing reports in far less time than you might imagine possible. You do not want to miss this opportunity to learn how to take advantage of Excel to overcome many of the reporting and analysis obstacles currently facing you. "This was an outstanding session I would highly recommend." T.K., CPA NJ "The course was right on target. Great examples for functional application immediately upon return to the office." W.L., CPA TX For more details, please visit www.k2e.com/efr.



  • Implement techniques such as Custom Formats, Conditional Formatting, and the Accounting Format for formatting financial statements and other Excel-based reports more efficiently.
  • Identify opportunities to streamline report assembly and printing with tools such as camera, custom views, linked and embedded objects, and working with Excel-based reports saved as PDF documents.
  • Differentiate between Excel's default templates and templates for financial reporting and analysis.
  • Create templates and apply them to financial reporting and analysis situations.
  • Apply Excel features, such as sorting, data tables, subtotal, filters, and PivotTables to aid in financial reporting and analysis.
  • List and apply four techniques for consolidating data in Excel.
  • Create visualizations in Excel to aid in communicating financial data information to consumers, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable.


Designed For

Accounting and financial professionals desiring more knowledge in using Excel for financial statement preparation and analysis

Course Note

This course is also offered as a live stream.


  • Techniques for formatting financial statements and other reports
  • Financial report assembly and printing
  • Templates for financial reporting and analysis
  • Financial analysis with Excel
  • Techniques for consolidating financial data
  • Excel visualization techniques

Your Price: $395.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price excludes the early-bird discount. Early-bird registration ended August 3, 2020.

Members log in and save $100.00 on this event. Not a member? join today.


Brian F. Tankersley

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He teaches courses nationally through K2 Enterprises and is a senior faculty member with Becker CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.

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