Excel Accountant - Nuances and Quirks

Course Details

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ADDITIONAL DATES

Aug 28, 2020 | 09:00 AM EDT Register

Course Description

Do you often run into subtle obstacles when working in Excel? If yes, then this course is certainly for you. We bring here a solution focusing on the Nuances and quirks of MS Excel with one of the eminent Excel Expert David Ringstrom, CPA. Many-a-times we face problems when the other person shares an Excel workbook in a newer version. David will explain you on how to overcome these obstacles, which will assist the users in working more efficiently in Excel.

David, will demonstrate each technique at least twice, firstly vide a step-wise PowerPoint presentation and secondly in a subscription-based MS Office 365 version of Excel and also he will draw your attention to differences in the older versions of Excel (i.e. 2019, 2016, 2013, etc)in his presentation and detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

David brings it to your attention on the subscription-based product 'Office 365' which provides new feature updates as often as monthly as against the perpetual licensed versions of Excel such as Excel 2019, Excel 2016, and so on, which does not update and include latest features.

Learning objectives

  • Recognize that some features may only work in the latest version of Excel but not in older versions
  • Recall how to apply keyboard shortcuts and mouse actions to overcome default features or behaviors in Excel
  • Identify which feature can lock certain rows at the bottom of the Excel window
  • Choosing the disabling features in the Excel worksheet and using the Function-key F2 to toggle Enter and Edit modes
  • Recall on building of Pivot Table and using the undocumented DATEDIF Function and the Used Range Function

About Presenter

David Ringstrom, CPA

President, Accounting Advisors, Inc

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
  • 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 around 175 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'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. I am the lead author for the Idiot's Guide; Introductory Accounting book.

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

Accounting Advisors is an Atlanta-based firm helping businesses nationwide streamline accounting challenges. Our specialties include:

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

Our services include technical support, training, accounting automation, and problem solving.

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 rebroadcast of a live event 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).

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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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Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
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  • Cost $20
  • CPE Credits 2
  • Subject Area Computer Software and Applications
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Finance Pros Accountant CFO/Controller Others 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 VP Accounts VP Finance Chief Accounting Officer Entrepreneurial Accountant Tax Managers Accounting Managers Tax Preparer Staff of Accounting Firm
  • Handout Material Download

upcoming Live CPE Webinars

Partnership Preparation, Basis Calculations & Distributions – Form 1065 Schedule K & K-1 Analysis
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
Children of all ages: Comprehensive Planning Techniques
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Monday, August 10, 2020 | 09:00 AM EDT View Details/Register
Tax Practitioner Ethics
Monday, August 10, 2020 | 10:00 AM EDT View Details/Register
CPAs and Financial Planners Understanding Critical Concepts of Trusts and Estates
Monday, August 10, 2020 | 10:00 AM EDT View Details/Register
Children of All Ages - Comprehensive Planning Techniques (New)
Monday, August 10, 2020 | 11:00 AM EDT View Details/Register
Advanced Excel Skills for Accountants
Monday, August 10, 2020 | 11:30 AM EDT View Details/Register
10 Secrets the Credit Card Processing Industry Doesn't Want You to Know
Monday, August 10, 2020 | 12:00 PM EDT View Details/Register
Estate Planning for IRAs Payable to Trusts After the Secure Act
Monday, August 10, 2020 | 01:00 PM EDT View Details/Register
Multistate Payroll Withholding Tax Issues
Monday, August 10, 2020 | 01:30 PM EDT View Details/Register
1031 EXCHANGES FROM TAX SAVINGS TO WEALTH CREATION: ACCOUNTANTS, CFO, CONTROLLERS, CPAS, & TAX PROS
Monday, August 10, 2020 | 02:00 PM EDT View Details/Register
IRS Penalties, Abatements, and Reasonable Cause
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
IRS Audit Process & Defense Presentation
Monday, August 10, 2020 | 03:00 PM EDT View Details/Register
Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues.
Tuesday, August 11, 2020 | 09:00 AM EDT View Details/Register