Excel - Using Charts for a Non-Financial Audience WEBINAR

Thursday, December 17 10:00am - 12:00pm PST

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2 Credits

Member Price $79.00

Non-Member Price $99.00

Overview

This webinar will show you how to use Excel’s charting and formatting features to present financial data to a non-financial audience. As the saying goes, “A picture is worth a thousand words.” People tend to better understand your point when visuals are used. We will explore the many capabilities of presenting your data without showing rows and rows or columns and columns of data. Help your audience visualize the meaning of the data, whether it is a trend, an exception, a distribution or a good vs. bad relationship. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel.

Highlights

Selecting the right chart type Creating dynamic charts, Choosing data to display as a chart Customizing charts with all the various chart options, Printing and sharing your charts.

Prerequisites

Basic working knowledge of Excel features/functions

Objectives

Create charts with ease, Customize the elements of your charts, Understand which chart will work best in your situation, Use charting to visually communicate your data.

Preparation

NONE

Notice

NONE

Leader(s):

Leaders

Bryan Smith

Bryan L. Smith, CPA, CITP, CISA is the co-founder of CPA Crossings in Rochester, MI. He is a CPA with a strong background in information technology and serves as a virtual CIO to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. Bryan and John Higgins recently authored Ten Steps to a Digital Practice in the Cloud, which has been published by the AICPA.

Bryan helps firm leaders understand the opportunities associated with deploying information technology to improve productivity, enhance client services, and increase profitability. He uses his extensive knowledge and experience to help CPAs bridge the gap between business and technology.

He is a past chair of the Michigan Association of CPAs Information Technology Committee and the Leadership Committee.

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Non-Member Price $99.00

Member Price $79.00