$120 (per person) includes an online webinar for 2 hours of CPE credit
In this session, we will be demonstrating several Excel tips that every auditor needs to know. Whether you are an Excel beginner or an Excel pro, this session has something to offer you. These Excel tips will save you time and effort – and make your Excel experiences much more enjoyable. Participants will be able to use Excel more efficiently and effectively in audits and administrative tasks regardless of current skill level.
- Identify which features and functions should be used for various audit tasks
- Analyze information obtained during the audit process
- Use pivot tables as a data mining tool
- Demonstrate sampling techniques in Excel
- Numerous shortcut tips to make work more efficient
- Quick analysis tool for sparklines and different types of formats
- Numerous formatting techniques to make worksheets and graphs appear more professional
- Pivot tables to quickly sort and filter data
- Using conditional formatting
- How to use Excel for:
- Sorting data by amount or location or date
- Benford’s law analysis
- Including excel tables and graphics in audit reports
- Creating lead sheets that link to other working papers
- Integrating excel spreadsheets in word docs (like summary memos or reports)
- Risk analysis matrices
Program Level: Beginning
Field of Study: Auditing
Who Should Attend: Auditors
Instructional Method: Webinar
Advanced Preparation Required: none
CPE Credit Hours: 2
Date: September 9, 2020
Time: 1 p.m. – 3 p.m. Central
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.