Description
$150 (per person) includes an online webinar for 2 hours of CPE credit
This hands-on session covers Excel productivity techniques to support financial and data analysis in government auditing. We will explore powerful Excel tools such as AutoFill, Flash Fill, data validation, and conditional formatting to streamline workflows and improve data accuracy and make reporting on results easier.
The session also covers pivot tables, VLOOKUP/XLOOKUP, and SmartArt graphics, providing users with powerful methods for data organization and visualization. Additional topics include data cleaning techniques, decision-making tools like Goal Seek, and template customization using themes and styles. Both Windows and Mac users will benefit from hands-on exercises and guidance.
Learning objectives:
- Recognize Excel’s interface and list of features relevant to government auditing
- Describe Excel functions used to perform more advanced analyses
- Determine how to apply time-saving Excel techniques to a variety of tasks relevant to government auditors
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, September 17, 2025
Time: 1:00 p.m. – 3:00 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.
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