Microsoft Excel Tools & Techniques Government Auditors Need to Know – December 2024

Description

$150 (per person) includes an online webinar for 2 hours of CPE credit

In this 2-hour webinar, we will demonstrate several Microsoft Excel tips every government 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 as well as 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.

Topics covered:

• Numerous shortcut tips to make government audit work more efficient
• Quick analysis tool for sparklines and different types of formats
• Numerous formatting techniques to make worksheets and graphs appear more professional for audit reports
• 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
  • 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

Learning objectives:

• Identify which features and functions should be used for various governmental audit tasks
• Identify how to analyze information obtained during the audit process
• Determine how to use pivot tables as a data mining tool
• Determine how to apply sampling techniques in Excel

Program Level: Basic
Field of Study: Auditing (Governmental)
Who Should Attend: Auditors
Prerequisites: none
Advanced Preparation Required: Participants should have Microsoft Excel 365 or Excel 2021 installed on their computer prior to attending this workshop.
Instructional Method: Webinar (Group Internet Based)
CPE Credit Hours: 2

Date: Wednesday, December 18, 2024
Time: 12:00 p.m. – 2:00 p.m. Central

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.

Questions? You can find our FAQ here.

To see a breakdown of how many polls and minutes of attendance are required for this webinar, see this page.