Excel Blocking & Tackling: Often Overlooked Tools

Brian Tankersley, CPA, CITP, CGMA, K2 Enterprises

Excel offers numerous features, functions, and options, making it easy to overlook some of its most useful and fundamental tools. Templates, Flash Fill, Conditional Formatting, Data Consolidate, collaboration options, data protection tools, and Highlight Changes are just a few features that often don’t get the attention they deserve.

In this session, you’ll explore many of Excel’s overlooked tools—tools that can help you and your team create effective spreadsheets quickly and easily. If you want to ensure your spreadsheets take full advantage of Excel’s essential features, make plans to attend this session today.

It's time to stretch.

Advanced Excel Functions & Features

Mac McClelland, JD,MBA, K2 Enterprises

With so many functions and features, it’s easy to overlook some of Excel’s most powerful tools, especially those with advanced options. If you’re interested in mastering advanced Excel functions, make plans to attend this session.

In this session, you’ll learn how to compare two Excel workbooks to identify differences, how to use Power Pivot and why it’s important, and the significance of dynamic arrays. You’ll also explore date arithmetic and advanced functions, such as SUMIFS. Elevate your Excel skills by participating in this session.

It's time for a lunch break.

Power Query & Other Data Manipulation Tools

Steve Yoss, CPA, MS, K2 Enterprises

Power Query has been available in Excel for over a decade, yet many users remain unaware of its powerful capabilities. This tool not only allows you to link data from external sources into Excel but also enables you to transform data with ease. With Power Query, you can add calculations, apply filters, insert columns, pivot and unpivot data, append rows, apply formats, and merge columns. Best of all, every time you refresh your data, your transformations update automatically.

In this session, you’ll learn how to leverage Power Query to work more efficiently and effectively than you thought possible. Don’t miss this opportunity to enhance your Excel skills.

It's time to stretch.

PivotTables: Excel's Best Feature Is Now Better

Tommy Stephens, CPA, CGMA, CITP, K2 Enterprises

Many Excel users recognize PivotTables as one of the application's best features. However, most don’t take full advantage of this powerful tool, often relying on traditional formula-based calculations instead of PivotTables’ automated capabilities.

In this session, you’ll learn how to maximize the potential of PivotTables. Beyond the basics, you’ll explore advanced techniques, including how to enhance PivotTables with Power Query and Power Pivot. You’ll also discover Excel’s GROUPBY and PIVOTBY functions, which serve as excellent alternatives to PivotTables. Don’t miss this must-see session.