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New address: 170 120th Ave NE Ste E101, Bellevue, WA 98005

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K2's Excel Best Practices WEBCAST

Tuesday, November 8 8:00am - 4:00pm PST

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Your Desk

8.0 Credits

Member Price $259.00

Non-Member Price $309.00


As spreadsheets continue to evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential. This course covers features found in Excel versions 2013 and newer.


Design fundamentals. Data impute errors. Excel features. Error-checking.


Fundamental knowledge of Microsoft Office Excel 2013 or newer.

Designed For

Excel users who want to learn best practices for working with spreadsheets.


List critical spreadsheet design fundamentals. Identify techniques used to minimize data input errors. Utilize Excel’s Table feature as a foundational component of spreadsheets. Identify and implement three different methods for consolidating data. Utilize various Excel features, such as Go To Special, to solve specific spreadsheet issues. List and apply four techniques for sharing an Excel workbook and collaborating with others. Implement different practices for auditing and error-checking Excel workbooks. Identify the advantages of working with Defined Names in Exce. List and apply six techniques for securing Excel data.




Leader Bios

Stephen Yoss

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

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Non-Member Price $309.00

Member Price $259.00