Hands-on Excel for Auditors – February 2021

Description

$120 (per person) includes an online webinar for 2 hours of CPE credit

Are you interested in having hands-on training in Excel tools and techniques that every auditor should know? Then this session is for you! In this session, we will demonstrate Excel tips that will save you time and effort and allow you to complete audits more efficiently and effectively.

In addition, you will be able to try out more advanced Excel skills in a hands-on, interactive environment. Designed for either an Excel beginner or Excel pro, you are sure to learn several tips from this session.

This is a hands-on excel session that will allow for plenty of opportunity for practice! Come prepared to try out the new Excel skills you are learning.

Learning objectives:

• Identify how to use pivot tables as a data mining tool
• Demonstrate sampling techniques in Excel
• Apply various functions in Excel to assist audit procedures
• Demonstrate formatting techniques that can be used to prepare a professional audit report
• Identify various data analytics techniques to help identify risk

Topics covered:

• Quick analysis tool for sparklines and different types of formats
• Pivot tables to quickly sort and filter data
• Using conditional formatting
• VLOOKUP
• XLOOKUP
• IFS
• How to use Excel for:
  • Sampling
  • Sorting data by amount or location or date
  • Benford’s law analysis
  • Risk analysis matrices
  • Data analytics

Program Level: Beginning
Field of Study: Auditing
Who Should Attend: Auditors
Prerequisites: none
Instructional Method: Webinar
Advanced Preparation Required: none
CPE Credit Hours: 2
Date: February 8, 2021
Time: 1 p.m. – 3 p.m. Central

Hands-on Excel for Auditors Webinar Leaders:

Wendy Tietz, Professor, Kent State University

Wendy M. Tietz, PhD, CPA, CMA, CSCA, CGMA, is a professor in the Department of Accounting in the College of Business Administration at Kent State University, where she teaches introductory financial accounting and managerial accounting. Dr. Tietz teaches in face-to-face, web, and hybrid formats. Dr. Tietz is a Certified Public Accountant (Ohio), a Certified Management Accountant, and a Chartered Global Management Accountant. She is a member of the American Accounting Association, the Institute of Management Accountants, the American Institute of CPAs and Association of International Certified Professional Accountants, the Ohio Society of Certified Public Accountants, and the Sustainability Accounting Standards Board Alliance. She has published articles in such journals as Issues in Accounting Education, Accounting Education: An International Journal, IMA Educational Case Journal, Strategic Finance, and Journal of Accounting & Public Policy.

Tracie Miller-Nobles, Professor, Austin Community College

Tracie L. Miller-Nobles, CPA, is an associate professor at Austin Community College. Prof. Miller-Nobles received her master’s degree in accounting and is working on her doctoral degree in Adult Education from Texas A&M University. She is on the Board of Directors for the American Accounting Association and on the Board of Directors for Teachers of Accounting at Two-Year Colleges. Tracie has received several teaching and professional awards including the AAA J. Michael and Mary Anne Cook Prize, TXCPA Outstanding Accounting Educator, and TXCPA Rising Star. Prof. Miller-Nobles is a co-author of Horngren’s Accounting published by Pearson.

John Rose, CPA, CFE, CGMA

John Rose is currently a faculty member in the Department of Accounting in the College of Business Administration at Kent State University. He received his B.B.A and M.B.A from Kent State University. Prior to joining the Department of Accounting, Rose worked for 24 years in public accounting at Ciuni & Panichi in Cleveland, Ohio. During that time, he held the following positions; Partner-in-Charge, Audit and Accounting Services, Administrative Partner, and Partner-in-Charge of the Employee Benefit Group. In addition, he was a peer reviewer of other CPA firms in the American Institute of CPA Peer Review Program. He continued to work at Ciuni & Panichi and was a partner in the Audit and Accounting Services Group through 2018. Rose has a consulting practice that assists businesses with CFO/Controller services and internal controls. In addition, he is a member of the Board of Directors for an employee owned engineering firm, with offices in six states and in India.

Rose is a Certified Public Accountant, a Certified Fraud Examiner, and a Chartered Global Management Accountant. He is a member of the Ohio Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Association of Certified Fraud Examiners.

Rose teaches undergraduate courses in accounting in addition to courses in the Executive MBA program. He also serves as the Internship Coordinator for the Department of Accounting, Coordinator of the Master of Science in Accounting, and is a member of the Accounting Department Advisory Council.