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Excel Accountant - Nuances and Quirks

4.3 (9)

David Ringstrom, CPA

Excel Accountant

Friday, July 24, 2020 | 11:30 AM EDT

  • CPA Canada
  • CFEs
  • CIA
  • CMA
  • CPA
  • Tax Preparer

2 Credits

$20

Subject Area

Computer Software and Applications

Upcoming Webinars

Additional Dates

Jun 22, 2021 | 01:30 PM 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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • CFO/Controller
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Pros
  • Others
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Preparer
  • Tax Pros
  • VP Accounts
  • VP Finance
  • Young CPA

Testimonial

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(
    [no_of_record] => 9
    [average] => 4.3333
)
 

4.3

(9)
44%
44%
11%
0%
0%

LP

One of the best classes I have ever been through on my cpe. Instructor was a little fast in one section is my only critique, but exceptional examples and proofs of how to work things through excel.