Course Details

Choose Your Time Zone:

Course Description

Learn from Excel expert David Ringstrom, CPA, valuable techniques that can be used to verify the integrity of even the most complicated Excel spreadsheets. In this comprehensive course, David shows you how to use Excel’s formula auditing and error-checking tools, identify duplicates in a list, monitor the ramifications of even minor changes made to your workbooks, use the Evaluate Formula feature, and much more.

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

  • Recall the location of the menu command that allows you to determine categorically if a workbook contains links or not.
  • Define how to transform cell references into range names. State the location of the Enable Iterative Calculations setting within the Excel Options dialog box.
  • Implement the Watch Window to monitor the ramifications of even minor changes to your workbooks.

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.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • 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

3.7
(6)
50%
17%
0%
17%
17%
  • AR
    Antonio Ramsey
    Jun 22nd 2020
    This was a really good course with easy to follow steps and clear explanation of even complex Excel functionalities.
TD
Tracy Darrow , CPA
Although I had a hard time coming back to and making progress at around the homestretch, overall well put together and informative. Thank you.
FC
Faith Close , CPA
The sound was a little muffled and little bit fast. But overall the instructor did a very good job of explaining and a wonderful presentation.

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

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
Thursday, December 03, 2020 | 10:00 AM EST View Details/Register
Tax Updates Latest (Business & Payroll)
Thursday, December 03, 2020 | 10:00 AM EST View Details/Register
Complete CFO Guide on Analytics,Corporate Performance Management,Budgeting,Reporting
Thursday, December 03, 2020 | 08:00 AM PST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Thursday, December 03, 2020 | 08:00 AM PST View Details/Register
End User Management (Internal/External Collaboration) with Demo
Thursday, December 03, 2020 | 03:00 PM EST View Details/Register
TAX PRACTICE STANDARDS (ETHICS)
Thursday, December 03, 2020 | 03:30 PM EST View Details/Register
Corporate Revenue Accounts Review and Audit Best Practices
Thursday, December 03, 2020 | 04:00 PM EST View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Friday, December 04, 2020 | 09:00 AM EST View Details/Register
Excel Accountant: Dashboards Part 1
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Comprehensive Guide to Identity Theft with case studies
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Fundamentals Concept of Trusts & Estates for Planning & Compliance
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Employment Law in a Nutshell – Guidance for your Business
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
PPP UPDATES WITH LATEST GUIDANCE FROM SBA, IRS & FORM 3508, FORM 3508-EZ, 3508-S
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
QBO for Accountants -Tips and Tricks Course
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
ADVANCED CASH FLOW ANALYSIS
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
  • Cost $20
  • CPE Credits 2
  • Subject Area Auditing
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Accountant CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA Tax Accountant (Industry) Senior Accountant Cloud Accountants Entrepreneurial Accountant
  • Handout Material Download

upcoming Live CPE Webinars

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
Thursday, December 03, 2020 | 10:00 AM EST View Details/Register
Tax Updates Latest (Business & Payroll)
Thursday, December 03, 2020 | 10:00 AM EST View Details/Register
Complete CFO Guide on Analytics,Corporate Performance Management,Budgeting,Reporting
Thursday, December 03, 2020 | 08:00 AM PST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Thursday, December 03, 2020 | 08:00 AM PST View Details/Register
End User Management (Internal/External Collaboration) with Demo
Thursday, December 03, 2020 | 03:00 PM EST View Details/Register
TAX PRACTICE STANDARDS (ETHICS)
Thursday, December 03, 2020 | 03:30 PM EST View Details/Register
Corporate Revenue Accounts Review and Audit Best Practices
Thursday, December 03, 2020 | 04:00 PM EST View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Friday, December 04, 2020 | 09:00 AM EST View Details/Register
Excel Accountant: Dashboards Part 1
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Comprehensive Guide to Identity Theft with case studies
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Fundamentals Concept of Trusts & Estates for Planning & Compliance
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
Employment Law in a Nutshell – Guidance for your Business
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
PPP UPDATES WITH LATEST GUIDANCE FROM SBA, IRS & FORM 3508, FORM 3508-EZ, 3508-S
Friday, December 04, 2020 | 10:00 AM EST View Details/Register
QBO for Accountants -Tips and Tricks Course
Friday, December 04, 2020 | 11:00 AM EST View Details/Register
ADVANCED CASH FLOW ANALYSIS
Friday, December 04, 2020 | 11:00 AM EST View Details/Register