Excel for Accounting and Finance Professionals

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Description

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The Excel spreadsheet is one of the most essential tools to any modern Accounting and Finance Professional. This hands-on workshop is part of the Professional Skills Series, designed specifically for accounting and finance professionals with a good grasp of Excel and will like to add spreadsheet design, spreadsheet security and modelling to their skill sets.

This workshop would be useful for professionals who need to collate and organize data, analyse and efficiently work with data for reporting, as well as for those needing to build spreadsheet to stress and simulate data outputs.

What you will learn

By the end of the workshop, you will :

• Learn how to develop a “toolkit” of Excel tips and techniques
• Learn how to debug formulas and stress test Excel outputs from models
• Learn how to understand and solve problems within an Excel spreadsheet environment
• Use with confidence Excel’s keyboard shortcuts to improve their speed and efficiency
• Develop with confidence Excel formulae in order to build robust solutions
• Learn to quickly and consistently format presentation-quality reports

Programme Outline

Excel Productivity Techniques and Best Practices

• Excel spreadsheet setup and development environment
• Spreadsheet development techniques
• Excel fundamentals and formula building
• Keyboard shortcuts (to make you 8 times faster)
• Formula debugging and auditing
• Inputs vs. formulae

Building Flexible Formulas in Excel

• Relative vs. Absolute referencing
• Using names to increase formula efficiency
• Formula layout to simplify
• Snapping formulae (Alt-Enter)
• Logical statements
• IF, AND, OR functions
• Advanced logicals with flags
• Conditional formatting

Data retrieval and report presentations in Excel

• HLOOKUP
• VLOOKUP
• CHOOSE
• INDEX
• INDEX/MATCH
• OFFSET

Working with text and dates in Excel

• Text strings (dynamic text)
• TEXT functions
• Date Functions

Building Flexible Charts in Excel

• Form controls for flexible reporting and charts
• Chart set ups
• Chart formatting
• Dynamic labels

Analysing the Output

• Macros and automation in Excel
• Adhoc reporting and data analysis with Pivot tables
• Paste linking to Power Point

This is a 2-days intensive programme where participants will get to apply their knowledge with hands-on exercises, guided by the Trainer. Participants are required to bring along their laptops, equipped with Excel 2010 and above with full installation. Participants should have basic knowledge of Excel.
Participants' laptops should ideally be internet-enabled as some exercises will require online access. Participants without internet access will still be provided with connected files to benefit from the session

Expert Speaker

Dr Lim Thou Tin

Dr. Lim is a business graduate from the NUS. He holds double masters in information systems and knowledge management with further postgraduate qualifications in systems analysis, intelligent systems, marketing, management consulting and training. He has a doctorate of business administration from Southern Cross University with research interests in information systems and business modelling. He is also a certified business intelligence professional with specialisation in business analytics.

Dr Lim’s work experience includes working in large Singapore companies to MNCs in senior corporate, IT and project management positions. As a management consultant and practitioner, he has facilitated organizational initiatives / projects over a span of more than 15 years in the region, including Australia, Singapore, Malaysia, Mauritius, China, India, Indonesia and Thailand.

Dr Lim continues to be involved in senior management education at local tertiary institutions, teaching information and accounting topics at degree and postgraduate level with research and publishing interests in knowledge management and business intelligence.