Course Details

Choose Your Time Zone:

ADDITIONAL DATES

Nov 12, 2020 | 09:30 AM EDT Register

Course Description

Eminent Excel Expert David Ringstrom, CPA, brings here a presentation showing step-by-step ways to automate your work using the Custom Views, an often overlooked but a very important feature. He demonstrates how to hide and unhide multiple worksheets at once, freeze or unfreeze worksheet panes on demand, store multiple print ranges/settings for a given worksheet, gain control over long lists of data by filtering instead of sorting, and more and by the end of this session, you will be empowered to use Excel far more effectively. 

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.

Learning objectives

  • Identifying hide and unhide worksheets feature.
  • Apply the Custom Views feature to make a single set of data serve multiple purposes.
  • Recognizing Zoom feature in worksheets.
  • Recall how to make the same edits on multiple worksheets at once.
  • Identify how to use Custom Views to manage the hidden/visible status of columns, rows, worksheets, print settings, and more.

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

3.3
(3)
33%
33%
0%
0%
33%

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.

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
Credit cards in QBO - Seamless Payments from Client
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
  • Cost $20
  • CPE Credits 2
  • CPD Credits 2
  • Subject Area Computer Software and Applications
  • Course Level Intermediate
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Finance Pros Tax Practitioners Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Tax Pros CPA (Industry) Tax Firm Young CPA CPA in Business Entrepreneurial CPA Tax Accountant (Industry) Accounting Practice Owners Senior Accountant Chief Accounting Officer Tax Managers Accounting Managers Tax Preparer 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
Credit cards in QBO - Seamless Payments from Client
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