Masterclass training on financial reporting with advanced microsoft excel

SAFCo_Academy

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COURSE DETAILS​


Step Ahead Financial Consultants (SAFCO) Ltd invites ALL Accountants and Auditors for the Financial Reporting with Advanced MS Excel training scheduled as follows:

DATES:11th November 2020 - 14th November 2020
DAYS:FOUR (4) DAYS TRAINING FROM WEDNESDAY TO SATURDAY
VENUE:NSSF MAFAO HOUSE, MOROGORO
TIME:8:00 AM TO 5:00 PM
CPD HOURS: 10 HOURS RECOGNIZED BY NBAA & ACCA
REQUIRED:COME WITH YOUR LAPTOP with At least Microsoft office 2010)
PRESENTER:YUSTINO NYENDEZA (FCCA, ACPA, MCT, MVP)
COURSE FEES:TZS 400,000 PER PARTICIPANT (Fees, Breakfast, Lunch & bites)
PAYMENT METHOD:A/C NAME: STEP AHEAD FINANCIAL CONSULTANT
BANK NAME: CRDB BANK
ACCOUNT NUMBER: 015C448187900
LIMITED SEATS AVAILABLE, CONFIRM YOUR PARTICIPATION BY MAKING EARLY PAYMENTS ON/ BEFORE 6th Nov. 2020. 10% DISCOUNT ON FEES AVAILABLE FOR PAYMENTS MADE ON/BEFORE 6th NOVEMBER 2020


ABOUT THIS TRAINING​
Many Accounting Professionals spend most of their time in the office working with data. It could be to extract data from their Accounting systems to Excel, sorting, filtering, summarizing, writing formulas and so on to produce Management Reports. This is usually done on a routine basis, like daily, weekly, monthly or quarterly and this process is usually stressful and time consuming.

The major reason for the stress and time consumption is because many professionals have never been formally trained on the proper use of spreadsheets such as Microsoft Excel. Most of them have attended Basic Excel training in college or have self-taught themselves on the job.

According to the most extensive spreadsheet research carried out by Dr. Raymond Panko of the University of Hawaai, about 99% of spreadsheets he audited contained errors. The fact is that most of the time spent working with data is unnecessary.

This course aims to give participants cutting-edge Financial Reporting in Excel skills to help them to be effective, efficient and accurate in their data analysis & reporting according to International Best Practice Standards.

TRAINING CONTENTS TO BE COVERED


DAY ONE (KNOWLEDGE BASE FORMULAS AND FUNCTIONS)

  • Relative, Mixed & Absolute Cell referencing.
  • Subtotal, Grouping & Ungrouping and Data Consolidation
  • Excel Tables and its advanced applications
  • Text to Columns, Text & Concatenate Functions.
  • Logical IF functions & Nested IF Functions
  • Advanced Logical Functions: IF AND, IF OR, IF AND OR
  • COUNT, COUNTA, COUNTIF, COUNTIFS, SUM, SUMIF, SUMIFS
  • SUMPRODUCT function and its Advanced applications
  • Data Protection and encryption:
  • Protect Workbook
  • Protect Sheet
  • Lock Cells
  • Read-only Workbook
  • Mark as Final
DAY TWO (KNOWLEDGE BASE FORMULAS AND FUNCTIONS)

  • Look-up functions (Vertical and Horizontal Look-up functions)
  • Index, Match and Choose Functions
  • Loan Amortization schedule functions: - PMT, IPMT & PPMT
  • Goal seek
  • Data table
  • Scenario Manager
  • Solver
  • DATEDIF, Today's Date, Last Day of the Month, Adding days, months and year to a date.
  • Advanced Conditional Formatting
  • Mastering Advanced Data Validation techniques


    DAY THREE- (APPLICATION OF FORMULAS TO FINANCIAL REPORTING)
  • Reporting with Pivot tables and its advanced applications
  • Preparing automated Aging analysis reports
  • Preparing Payroll sheet summaries and Automatic Staff Pay slips
  • Detailed Fixed Asset Register design and its summarized schedules
  • Preparing Bank Reconciliations in Excel
  • Budgeting and Budgetary Control in Excel

DAY FOUR- (APPLICATION OF FORMULAS TO FINANCIAL REPORTING)

  • Creating a General Ledger in Excel from scratch
  • Automating Trial Balance from General Ledger
  • Automating the Statement of Profit or Loss (Surplus and Deficit)
  • Automating the Statement of Changes in Equity (Changes in Net Assets)
  • Automating Statement of Financial Position
  • Automating the Statement of Cash flows
  • Creating a Multi-period Financial Statements (IFRS/IPSAS Compliant FS)
  • Introduction to Interactive Dashboard Reporting and Charts
WHO SHOULD ATTEND THIS TRAINING?​
This course is designed for Professional Accountants charged with preparation of financial and management accounts in their organizations or for clients, payroll accountants, PPE Register Accountants, staff of internal and external audit functions, school bursars, and others who need to support managerial decision-making through the analysis of financial data. It has been designed for accounting professionals who wish to explore the practical use of advanced Excel functions with financial data.

LEARNING OUTCOMES​
  • With this course, participants can be assured of a comprehensive study experience which will prepare them for any financial reporting and analysis role.
  • Practical knowledge on how to effectively automate their financial reporting by building various management reports, annual accounts and notes.
  • An understanding of various error checking methods to ensure all the reports produced using this methodology are easily reconcilable with the various notes and sub reports.
  • Practical knowledge and understanding of the tools, techniques and functions in Excel that are of greatest benefit to finance and accounting including their practical application.
  • Good understanding of how to interface Microsoft Excel with other office applications like Microsoft Word and Power Point.
  • New skills and confidence at the workplace.

  • Yours sincerely

CPA YUSTINO NYENDEZA FCCA

MANAGING DIRECTOR (0713 388 317/ 0757 749 641)
 

Attachments

  • ADVANCED EXCEL ACCOUNTANTS NOV 2020.pdf
    ADVANCED EXCEL ACCOUNTANTS NOV 2020.pdf
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DODOMA mpo?
Usikose Bonus hii ya Training ya Excel ambayo pia utapata Fursa ya kujifunza Kuandaa Mahesabu ya Kiuhasibu (Financial Statements) ...

Katika Training hiyo tutaanza Kwanza na Advanced Excel then tutakuja sasa kwenye application of Excel in Financial Statements and Book keeping of Financial records... Tutakuwa na Practical Scenario ya Kiuhasibu ambapo utajifunza yafuatayo katika scenario hiyo:-
  • Kuandaa General Ledger kwenye Excel
  • Linking General Ledger to Prepare Unadjusted Trial Balance
  • Recording and Posting Adjusting Entries in General Ledger and Produce Adjusted Trial Balance
  • Linking Adjusted Trial Balance to Prepare Statement of Profit or Loss, Statement of Changes in Equity, Statement of Financial Position
  • How to Link Income Statement and Balance Sheet to Produce Statement of Cash Flows
  • How to record Post- Closing Entries at year end / month end
  • How to Prepare a Post - Closing Trial Balance
Hakika utaelewa Practically how Accounting is done in practice.... Usiishie Tu kuyasoma kwenye Mavitabu... Njoo ujioneee.... Swali litakalotumika hili hapa Chini nimeambatanisha..

Training itaanza Rasmi tarehe 13 December 2021 na kumalizika tarehe 20 December 2021... Ni training ya siku 7.. Isipotosha kumaliza hayo yote nitawaongezea one free Day mpaka muive vyema...

Participation fees ni TShs 250,000 Tu Kwa siku zote hizo 7...

Training itafanyika Kuanzia SAA Kumi na moja Jioni na kumalizika SAA tatu Kamili Usiku...

Venue: Tutafanyia pale Jengo la BIMA 2nd floor IAA Dodoma Centre

Njoo ujifunze Excel na Uhasibu Practically...


Hii si ya kukosa Kwa mwaka huu... Ukikosa hii basi tukutane tena 2022 Kwa majaliwa ya Mungu...

Participants watapewa 10 CPD Hours Certificates recognized by NBAA and ACCA..

Call 0713388317 or 0757749641 for more information...

Karibu Sana upate kitu kilicho Bora maishani mwako..

 
Ungetupia DEMO hapa ingependeza zaidi.
 
Ungetupia DEMO hapa ingependeza zaidi.
Demo gani Mkuu!! Hii ni training ambayo contents zake ziko attached and will be covered accordingly. Sorry, Nothing is recorded to demonstrate as demo!
 
Gharama imekuwa juu sana.
Jaribuni kutufikiria
 
Gharama imekuwa juu sana.
Jaribuni kutufikiria
Oooh aiseee that is very cheap kwa siku saba aisee... Na pia itaongeza one or two free days za kufundisha vitu vya Financial statements preparation. Kawaida bei huwa tunachaji 400,000/=. Hiyo ni year end offer!!
But kama una special request, we can talk, check me on 0713388317 and will offer you a special discount!
 
Hamna package nyingine ya Excell.
(Namanisha kada nyingine)
 
Mimi wa kada nyingine kabisa,naitamani sana hii course
 
Mimi wa kada nyingine kabisa,naitamani sana hii course
Karibu, unaweza pata introduction to Accounting kama una interest ya kuja kuwa mhasibu baadaye. Lakini pia kwa upande wa Excel itakupa advantange ya kufanya kazi zako kiurahisi hata kama siyo Mhasibu, kwenye kada yako hiyo hiyo.
Karibu sana
 
Baada ya 20/12 hakuna nyingine baada ya hapo. Walau ya kuanzia tarehe 20/12 mpaka 27
 
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