Course Details

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ADDITIONAL DATES

Nov 05, 2020 | 11:00 AM EDT Register

Course Description

In this informative webcast, Excel expert David H. Ringstrom, CPA, shows you how to create effective and resilient spreadsheets and how to future-proof them as well. David explains design techniques, including separating inputs from calculations, building out a separate calculations spreadsheet, and creating an operating and a cash flow budget. Although not included in the discussion, a cash flow budget calculates when to borrow against a line of credit, pay down the line of credit, and also when cash is available to pay dividends is provided in the handouts.

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: Practitioners seeking to build budget spreadsheets that can be easily updated and supporting calculations are easy to follow.

Topics covered:

  • Utilizing Excel's Name Manager feature to review and manage named ranges within a workbook.
  • Using range names to streamline formulas and bookmark key inputs within a workbook.
  • Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Using range names to streamline formulas and bookmark key inputs within a workbook.
  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
  • Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Using range names to streamline formulas and bookmark key inputs within a workbook.
  • Saving time writing formulas by choosing named ranges with the Use In Formula command.
  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.

Learning objectives

  • Define how to isolate all user entries to an inputs worksheet, while protecting all calculations and budget schedules on additional worksheets.
  • Apply range names and the Table feature to create resilient and easy-to-maintain spreadsheets.
  • Recall what the SUMIF function returns if it cannot return a match.

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

4.1
(10)
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30%
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  • LS
    Laura Stryjewski , CPA
    Jun 2nd 2020
    This was a great presentation! Informative, useful, well paced. I'll be recommending it to my colleagues.
JC
John Catanzaro , CPA
The Course was very useful. I got it to help refresh after a period of being away from work.
PB
Peter Bickoff , CPA, CPA
Great idea for a presentation and professionally creation of excel file for cash flow budget. And too much learning about the crafting formulas to calculate sales projections
OF
Omolara Falayi , CPA
Very useful information! I learned a lot about formatting, lists, charts, and how to build a functional budget. Thanks!!

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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 2
  • CPD Credits 2
  • 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 Entrepreneurial Accountant Staff of Accounting Firm
  • Handout Material 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
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Thursday, October 29, 2020 | 08:00 AM PDT View Details/Register
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Thursday, October 29, 2020 | 11:00 AM EDT View Details/Register
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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
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