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AI, Technology & Innovation

Advanced Excel (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar

Overview

If you’re ready to move beyond Excel’s fundamental features, participate in Advanced Excel. This course will teach you about collaboration options, security techniques, tables, data models, PivotTables, and advanced formulas. 

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta CPA Manitoba/Saskatchewan. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

This course has offering(s) that take place over multiple segments:
Dec 3 & 4, 2026 | 8:00am-11:30am

 

>

Course Description

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information. 

The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer. 

Applicable for

Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions

Learning Objectives

  • Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
  • Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
  • Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools, to manipulate the data to meet specific needs
  • Use advanced functions, such as SUMPRODUCT, XLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR, to create and audit complex formulas
  • Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
  • Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Content

  • Collaboration and security techniques
  • Tables, data models, and PivotTables
  • Advanced formulas
  • Data queries
  • Creating effective visualizations

Course Dates & Registration

Dec 3 - 4, 2026
8:00AM - 11:30AM
Online Virtual
Stephen Yoss
Stephen Yoss STEPHEN M. YOSS, JR., MS, CPA, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread — his love for and skill in finding technology-based solutions.
Available
Dec 2 - 3, 2025
9:00AM - 12:30PM
Online Virtual
Mac McClelland
MAC MCCLELLAND, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. He gained practical experience in information systems with the National Aeronautics and Space Administration and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Past
Feb 13 - 14, 2025
9:00AM - 12:30PM
Online Virtual
Andrew Sullivan
ANDREW SULLIVAN is a business professional with over 20 years of experience. He has an extensive working knowledge of the Microsoft software programs and various accounting programs. He is currently a Professor in the Information Technology Business Analysis (ITBA) program for Polytechnic Conestoga College. Andrew also has a background in property management, having managed properties for Air Canada and Canadian Airlines across Canadian airports. He has also managed shopping centers and played an active role in the Building Owners and Managers Association (BOMA) Canada, serving on their board and judging international buildings. In his career as a professor, he has worked online with international students from all over the world teaching them Advanced Word, Excel, Power Point, Access and Accounting among many other programs.
Past
Nov 7 - 8, 2024
9:00AM - 12:30PM
Online Virtual
Past

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Special Notes
This is not a hands-on seminar, but participants will have access to demonstration files. The seminar will focus on Excel for Windows, but many of the features can be found in Excel for Mac.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

AI, Technology & Innovation

Advanced Excel (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

Overview

If you’re ready to move beyond Excel’s fundamental features, participate in Advanced Excel. This course will teach you about collaboration options, security techniques, tables, data models, PivotTables, and advanced formulas. 

 


This live virtual seminar is offered in collaboration with CPA Western Provinces. The content is applicable to all participants. BC registrants can access the course materials and virtual meeting link through CPABC's Learning Management System (LMS) as usual. Please note that this virtual seminar will be hosted by CPA Alberta CPA Manitoba/Saskatchewan. The seminar times noted here are already adjusted to BC time. If you have questions, please contact pdreg@bccpa.ca.

This course has offering(s) that take place over multiple segments:
Dec 3 & 4, 2026 | 8:00am-11:30am

 

>

Course Description

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information. 

The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer. 

Applicable for

Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions

Learning Objectives

  • Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
  • Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
  • Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools, to manipulate the data to meet specific needs
  • Use advanced functions, such as SUMPRODUCT, XLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR, to create and audit complex formulas
  • Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
  • Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Content

  • Collaboration and security techniques
  • Tables, data models, and PivotTables
  • Advanced formulas
  • Data queries
  • Creating effective visualizations

Course Dates & Registration

Dec 3 - 4, 2026
8:00AM - 11:30AM
Online Virtual
Stephen Yoss
Stephen Yoss STEPHEN M. YOSS, JR., MS, CPA, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread — his love for and skill in finding technology-based solutions.
Available
Dec 2 - 3, 2025
9:00AM - 12:30PM
Online Virtual
Mac McClelland
MAC MCCLELLAND, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. He gained practical experience in information systems with the National Aeronautics and Space Administration and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Past
Feb 13 - 14, 2025
9:00AM - 12:30PM
Online Virtual
Andrew Sullivan
ANDREW SULLIVAN is a business professional with over 20 years of experience. He has an extensive working knowledge of the Microsoft software programs and various accounting programs. He is currently a Professor in the Information Technology Business Analysis (ITBA) program for Polytechnic Conestoga College. Andrew also has a background in property management, having managed properties for Air Canada and Canadian Airlines across Canadian airports. He has also managed shopping centers and played an active role in the Building Owners and Managers Association (BOMA) Canada, serving on their board and judging international buildings. In his career as a professor, he has worked online with international students from all over the world teaching them Advanced Word, Excel, Power Point, Access and Accounting among many other programs.
Past
Nov 7 - 8, 2024
9:00AM - 12:30PM
Online Virtual
Past

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Special Notes
This is not a hands-on seminar, but participants will have access to demonstration files. The seminar will focus on Excel for Windows, but many of the features can be found in Excel for Mac.
Interested in similar content?

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.