Webinar: Excel Financial Reporting and Analysis

WK321  |  Partner Virtual Events  |  Advanced  |  Scheduled


Microsoft Excel is a powerful tool for analyzing financial data and preparing financial reports, but like most powerful tools, it contains hidden features and functionality useful for these purposes that are not obvious to users, both novice and expert alike. The purpose of this course is to uncover these hidden features so that users may prepare computationally accurate and aesthetically pleasing reports in a more effective and efficient manner.


Number of Credits Type of Credits
8 Accounting and Auditing


Fundamental knowledge of Excel operations


Advanced techniques for formatting reports and financial statementsTemplates to automate reporting processes Advanced financial analysis with PivotTablesCharts and digital dashboards for presenting financial information


Upon completing this course, you should be able to:

  • Identify and understand how to format financial statements and other Excel-based reports more effectively
  • Recognize opportunities to streamline report assembly and printing
  • Differentiate between Excel's default templates and templates for financial reporting and analysis and describe how to create templates and apply them
  • Describe how Excel features such as Sorting, Data Tables, Subtotal, Filters, and PivotTables aid in financial reporting and analysis
  • List four techniques for consolidating data, describe advantages and apply each technique when consolidating data
  • Create Excel-based charts and dashboards to aid in communicating financial data to information consumers, including differentiating between different types of charts and describing the circumstances under which certain types of charts are preferable




This webinar is provided by K2 Enterprises. After registering for the course, you will receive an email from K2 with instructions for logging in to the webinar and obtaining your eMaterials.


Member (Early Bird)
Non-Member (Early Bird)
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com