Hands-on Excel for Auditors – February 2024

Description

$130 (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 session that will allow for plenty of opportunity for practice! Come prepared to try out your new Excel skills and get your questions answered.

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
  • 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 (Group Internet Based)
Advanced Preparation Required: Participants should have Excel for Microsoft 365, Excel 2021, Excel 2019, or Excel 2016 installed on their computer prior to attending this workshop.
CPE Credit Hours: 2
Date: Tuesday, February 20, 2024
Time: 12:00 p.m. – 2:00 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 financial and managerial accounting. Dr. Tietz is a Certified Microsoft Trainer and has earned the Microsoft Office Specialist Excel designation. She is a member of the American Accounting Association, IMA, AICPA, and the Ohio Society of CPAs. She has published articles in such journals as Issues in Accounting Education, Journal of Emerging Technologies in Accounting, IMA Educational Case Journal, and others. Dr. Tietz has received several national teaching awards and is the co-author of two accounting textbooks published by Pearson Education.

Tracie Miller (Nobles), Program Chair, Franklin University

Tracie L. Miller (Nobles), PhD, CPA, is the program chair for the B.S. Accounting program at Franklin University. She has extensive teaching experience including faculty appointments at Austin Community College, Texas State University, Aims Community College, and The University of Texas-Austin. Dr. Miller received her doctoral degree from Texas A&M University. Her research interest includes financial literacy education, culturally responsive teaching, and online learning. She has public accounting experience with Deloitte Tax LLP. She serves in numerous leadership roles for American Accounting Association, American Institute of CPAs, Teachers of Accounting at Two-Year Colleges, and Texas Society of CPAs. Dr. Miller has received several teaching and professional awards including the AAA / J. Michael and Mary Anne / Deloitte Foundation Cook Prize, TXCPA Outstanding Accounting Educator, and AICPA Bea Sanders Award. Dr. Miller is also an author of several accounting textbooks published by Pearson.