Resources On-Demand

Overview This practical series (presented in interactive workshop format) will develop an applied understanding of essential Excel skills aimed at improving productivity. The three webinars will focus on developing the skills to be able to perform financial data analysis, develop financial/tax reconciliations and compile professional reports to improve forecasting for better business decisions, as well as for presentation to clients. This series aims to develop professional competencies such as data analytics, digital affinity, analytical thinking and review, analysis and monitoring of information. Participants will be provided with data sets to work with to practically apply all concepts covered in the series. This series consists of three parts: Part 1: Excel Essentials for Tax Accountants Part 2: Useful Excel Skills to Improve Productivity Part 3: Excel Skills to Improve Forecasting, Decision-Making and Client Reporting Click here to view the full series. Webinar Content Part 1: Excel Essentials for Tax Accountants This webinar will focus on developing the basic skills to be able to review financial transactions using the MS Excel software. The main concepts that will be discussed in this webinar are: Shortcut keys (i.e. quickly apply common formats to large amounts of data). Order of precedence in formulas. Tracing errors and formula auditing. Functions such as syntax, arguments, algorithms, RANK and ROUND. Absolute and mixed cell referencing. Importing of text data into Excel. Use of functions to calculate total, average, minimum, and maximum values. Data sets to be used during this webinar include: Quotes and order forms. Price lists and inventory (stock). Outcomes After attending these webinars, you will be able to: Apply basic Excel features/functions in your practice to save time and improve productivity. Improve the technical accuracy (integrity) of your work by improving the process of importing, cleaning, and validating data. Who should attend? This webinar is aimed at tax accountants who are already proficient in basic excel.

Overview This practical series (presented in interactive workshop format) will develop an applied understanding of essential Excel skills aimed at improving productivity. The three webinars will focus on developing the skills to be able to perform financial data analysis, develop financial/tax reconciliations and compile professional reports to improve forecasting for better business decisions, as well as for presentation to clients. This series aims to develop professional competencies such as data analytics, digital affinity, analytical thinking and review, analysis and monitoring of information. Participants will be provided with data sets to work with to practically apply all concepts covered in the series. This series consists of three parts: Part 1: Excel Essentials for Tax Accountants Part 2: Useful Excel Skills to Improve Productivity Part 3: Excel Skills to Improve Forecasting, Decision-Making and Client Reporting Click here to view the full series. Webinar Content Part 2: Useful Excel Skills to Improve Productivity This webinar will focus on developing the skills to be able to perform certain financial data analysis and develop financial/tax reconciliations. The main concepts that will be discussed in this webinar are: Analyse hypothetical scenarios with Goal Seek, Data Tables, and Scenario Manager. Applying formulas LARGE and SMALL. Comparing files and various sheets of data with the VLookup as well as HLookup formulas. Use of Wildcards for selecting records, such as account numbers and invoice numbers, to include in a report. Performing complex calculations with nest lookup and reference functions. Selecting a value or a range of values for financial analysis and review. Retrieve data from a dataset by matching the relative position of an item in a list. Data sets to be used during this webinar include: General ledger data. Quotes and order forms. Quality control data. Price lists and inventory (stock). Outcomes After attending these webinars, you will be able to: Apply basic Excel features/functions in your practice to save time and improve productivity. Improve the technical accuracy (integrity) of your work by improving the process of importing, cleaning, and validating data. Who should attend? This series is aimed at tax accountants who are already proficient in basic excel.

This webinar focussed on developing the skills to be able to compile professional reports to improve forecasting for better business decisions, as well as the ability to compile professional reports for presentation to clients. The key concepts di scussed in this webinar were: Creating and managing pivot tables to detect trends and make data comparisons. Understanding and creating line graphs for financial data/report interpretation. Managing graph layouts and adding notes to graphs to apply in management accounting reports. Data sets to be used during this webinar include: Quality control data. Price lists and inventory (stock). Outcomes This webinar will enable you to: Apply basic Excel features/functions in your practice to save time and improve productivity. Improve the technical accuracy (integrity) of your work by improving the process of importing, cleaning, and validating data.