Course Details

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ADDITIONAL DATES

Nov 06, 2020 | 01:30 PM EDT Register

Course Description

Many accounting professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their spreadsheets. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve those goals. Step-by-step, David demonstrates and explains: alternatives to Excel's SUM function, including conditional summing; a better alternative to manually hiding/unhiding rows and columns; automating repetitive tasks by way of Excel's Table feature, contrasting the Table feature with Data Tables, and ways to repair damaged Excel workbooks.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who should attend: Professionals seeking to use Microsoft Excel more effectively.

Topics covered:

  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Using the SUM function to drill through two or more worksheets.
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
  • Unearthing the key step in being able to format subtotaled cells without affecting hidden rows.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Customizing table styles in Excel.
  • Managing cumbersome lists of data using the Table feature.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Removing the Table feature from a worksheet if it’s no longer needed.
  • Avoiding the need to write repetitive formulas using Excel’s Data Table feature.
  • Learning what steps to take if you can’t open a damaged workbook.

Learning objectives

  • Define the argument within Excel's SUBTOTAL function that sums columns or rows.
  • Identify which versions of Excel permit using slicers with both tables and pivot tables.
  • Demonstrate knowledge of the Open and Repair command in Microsoft Excel.

About Presenter

David Ringstrom, CPA

President, Excel Accountant

david@acctadv.com

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

  • 40+ Courses
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

3.8
(4)
25%
25%
50%
0%
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  • AW
    Alisha Wheeler , CPA
    Apr 13th 2020
    I was happy to see that this course is exactly what was expected - how to design an accounting template in Excel, which can then be used for any accounting period and can be easily adapted as the number of ledger accounts grows.
SC
Scott Clark , CPA
A great overview of everything as this could be understood by anyone very easily regardless of the background for accounting. Highly recommend for beginners.
AP
Andy Padman
I was unable to hear what the instructor say - for about 45 minutes.

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

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  • Cost $20
  • CPE Credits 1
  • Subject Area Computer Software and Applications
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA Tax Accountant (Industry) Senior Accountant VP Accounts VP Finance Entrepreneurial Accountant Staff of Accounting Firm
  • Handout Material Download
  • Handout 1 Download

upcoming Live CPE Webinars

Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)
Thursday, October 29, 2020 | 10:00 AM EDT View Details/Register
Tax Updates Latest (Business & Payroll)
Thursday, October 29, 2020 | 10:00 AM EDT View Details/Register
How To Accurately Prepare the 709 Gift Tax Return
Thursday, October 29, 2020 | 10:30 AM EDT View Details/Register
Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
Thursday, October 29, 2020 | 08:00 AM PDT View Details/Register
SEC Enforcement of Accounting and Reporting Regulation
Thursday, October 29, 2020 | 11:00 AM EDT View Details/Register
Complete CFO Guide on Analytics,Corporate Performance Management,Budgeting,Reporting
Thursday, October 29, 2020 | 08:00 AM PDT View Details/Register
Practical Guide To Fraud 2020: Including Cash, Inventory & General Frauds
Thursday, October 29, 2020 | 08:00 AM PDT View Details/Register
Incapacity planning guidelines for financial professionals
Thursday, October 29, 2020 | 11:00 AM EDT View Details/Register
INTRO TO ACCOUNTINGSUITE™ & MULTI-CHANNEL INVENTORY
Thursday, October 29, 2020 | 12:00 PM EDT View Details/Register
Is It Deductible: Commonly Asked IRS Deductions (UPDATED 2020)
Thursday, October 29, 2020 | 12:30 PM EDT View Details/Register
Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor & Controller
Thursday, October 29, 2020 | 01:00 PM EDT View Details/Register
TAX PRACTICE STANDARDS (ETHICS)
Thursday, October 29, 2020 | 01:30 PM EDT View Details/Register
W-8 & 1042-S Regulatory Compliance Update (Nonresident Alien Reporting)
Thursday, October 29, 2020 | 02:00 PM EDT View Details/Register
Intro to OnPay: The New Standard in Payroll for Accountants
Thursday, October 29, 2020 | 02:00 PM EDT View Details/Register
TRUMP & BIDEN TAX & PAYROLL PLAN DISCUSSION & COMPARISON WITH YEAR END UPDATES & LIVE Q & A
Thursday, October 29, 2020 | 02:30 PM EDT View Details/Register