Introduction
Almost all accountants use MS-Excel today.
However, the use is rather simple and that of a
glorified typing machine, in most cases. Excel
is typically used to generate Trial Balance/
P&L/ BS.
Many accountants/ auditors use MS-Excel for
detailed financial analysis/ reporting/ auditing
as it has a very good set of features and
facilities making it very suitable for this
requirement. What is more, its interface is time
tested/ proven and most users are already
familiar with its use. What is more, this
software is available and no software purchase
is required. One has to get exposure to the
facilities available rather than learning a new
software altogether.
This workshop has been designed to address the
long felt need to provide greater practical
exposure on the advanced facilities and features
that are useful for financial analysis/ reporting/
audit. The workshop aims to provide an insight
into how to go about the work and look at key
concern areas.
Workshop Objectives
The workshop aims to introduce the use of MS-
Excel as a tool for Financial Analysis/
Reporting/ Audit.
Workshop Methodology
The workshop would start with importing data
from varied sources into MS-Excel and then
undertaking typical analysis/ reporting which is
generally done with a CAAT/ GAS tool. The
workshop would start with a presentation
detailing the key features/ facilities identified
for the workshop followed by three technical
sessions.
Each technical session would consist of a
demonstration of one facility/ feature followed
by practical hands-on training to enable the
delegates to practice and have a clear
understanding of the same. Participants are
expected to get actively involved in learning to
use the tool and seek details on how to do
typical work requirements being faced by them.
Workshop Coverage
The workshop would start with a brief
introduction followed by sessions on (a)
Importing Data, (b) Intro to typical functionality
like Stratification, Aging, Summarization, Pivot
Tables, Reporting, Sampling etc. Computer
participation ratio would be 1:2.
Faculty
The workshop would be conduct by eminent
faculty member who is using MS-Excel their
analysis & reporting work.
What you get?
An introduction to advanced facilities and
features of MS-Excel for financial analysis/
reporting/ auditing, Workshop Background
Materials, Demo on typical operations and
hand-holding/ support in hands-on practical
sessions.
CPE Credit
CPE Credit of SIX hours would be provided to
members who successfully participate.
Workshop Fees
Workshop fees of Rs.1000/- (Rupees one
thousand only) would be charged to cover costs
of faculty support/ venue/ computers/
refreshments/ training materials/ printing &
stationary/ misc. Fee refund/ transfer to other
workshop would be allowed ONLY if a written
request (e-mail/ official letter) is received at
least 5 working days from the scheduled date of
the workshop.
Timings
Registration: 9.00 a.m. Inauguration: 9.30
a.m. Technical Session I – 9.45 a.m. Tea
Break: 11.15 a.m.. Technical Session II
(Demo): 11.30 a.m. Lunch Break: 1.00 p.m.
Technical Session III (Case Study): 1.30 p.m.
Tea Break: 3.30, Technical Session IV: 3.45
p.m. Valedictory Session: 5.15 p.m.
Workshop Registration
Workshop registration is on first-come-first-
served basis for 20 participants only on receipt
of registration form along with workshop fees
payable by DD to “The Secretary, ICAI” at New
Delhi at the address given on cover page.
Confirmation of seat would be sent by e-mail
based on date of receipt of application with
fees. Members are requested to book well in
time to reserve a seat and join only if their
participation is confirmed.
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