Excel Accountant: Time-Saving Data Analysis Techniques 2 Credits
Select your learning mode
In the world of financial management, an Excel accountant armed with time-saving data analysis techniques holds the key to unlocking actionable insights and maximizing efficiency.
In this webinar, author and Excel expert David H. Ringstrom will bring numerous features and functions to your attention that fly under the radar for many Excel users. The Table feature offers tremendous automation and data integrity improvements in any version of Excel, as do dynamic array functions such as SORT, FILTER, and UNIQUE in Excel 2021 and Microsoft 365. Learn how to update multiple worksheets at once and corral large workbooks by hiding and unhiding multiple worksheets at once. You'll also see how to automate repetitive data analysis with Power Query.
Excel expert David Ringstrom, CPA, demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016, 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
This online Excel CPE webinar covers the following key topics:
Microsoft 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 2021, Excel 2019, and so on.
If you want to specialize in Excel then click here to view our best course: Certified Excel Specialists.
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 2 CPD | Eligible |
| Data analytics for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 2 CPD | Eligible |
| Data analytics for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 2 CPD | Eligible |
| Data analytics for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Computer Software and Applications for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Computer Software and Applications for CPA in Canada | 2 CPD | Eligible |
| Data analytics for Certified Management Accountants (CMA) | 2 CPE | Eligible |
| Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Information Technology for Certified Government Financial Manager (CGFM) | 2 CPE | Eligible |
| Computer Software and Applications for Certified Fraud Examiner (CFE) | 2 CPE | Eligible |
| Association of Chartered Certified Accountants (ACCA) | 2 CPD | Eligible |
| Chartered Accountant - ICAEW | 2 CPD | Eligible |
| Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) | 2 CE | Eligible |
| Chartered Accountants - Ireland (CAI) | 2 CPD | Eligible |
| Chartered Accountants - Scotland | 2 CPD | Eligible |
| CPA - Ireland | 2 CPD | Eligible |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!
I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:
Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:
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
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JB
I love this presentation as it has so many useful features in Excel I didn't know about. Even Power Query I have used before when using Power BI, but I was not aware you can also use it with just Excel. This will help a lot when I'm automating my usual Excel processes.
CG
The Power Query tool in Excel is very powerful and I can think of at least 2 ways to use immediately to improve efficiencies at work. I've never fully understood the table function and now am excited to start using it.
Jan 13, 09:30 AM ET
Jan 13, 11:00 AM ET
Jan 13, 12:00 PM ET
Jan 16, 10:00 AM ET
Jan 16, 12:30 PM ET
Jan 17, 09:00 AM ET
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.
Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.
This course is included with,
Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:
Pre-selected courses for quick compliance
Connect with like-minded professionals on Teams.
Trusted by 250,000+ Professionals
