Viewing the webinar qualifies for 1 non-verified PD credit. To earn 1 verifiable PD credit you must attend the webinar on the live presentation day and answer a minimum of 75% of the polling questions.

K2's Road to Excellence
Excel Session 2 and Castle Currency

Best Practices for Formatting Your Excel PivotTablesMany accounting professionals are aware of the power associated with Excel’s PivotTable feature. However, many of these same professionals struggle with formatting their PivotTables and, as a result, waste time putting addressing the appearance of their PivotTable-based reports.

Learning Objectives

Upon completing this session, you should be able to:
  • Identify the steps necessary to format your PivotTables using Styles and how to customize Styles to meet your specific needs;
  • List the steps necessary to apply formats to entire fields of data in PivotTables, instead of formatting cells in a PivotTable;
  • How to establish default formatting options for all new PivotTables you create.

Improve Your Currency Conversions and International Payments
Castle Currency provides currency conversions and international payments through our online currency platform. Our goal is to help businesses learn how to save money on currency transactions, simplify payment methods, and best manage the effects of currency movements on their business profits. 

During this event, we will explain how to determine your currency exchange costs, where you may be wasting money, and how to improve your transactions.

Learning Objectives

Upon completing this session, you should be able to:
  • Learn how to compare your rate in real-time to ensure you are getting a fair deal. 
  • Identify other areas to be able to save money including delayed confirmations, using the correct type of trade and being more efficient with online payments.
  • Improve your outcomes by knowing when to conduct transactions, and how to lock in rates when it is ideal for your business. 

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