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Excel Accountant: Budget Spreadsheets

David Ringstrom, CPA

Excel Accountant

Thursday, June 04, 2020 | 12:00 PM EDT

  • CPA Canada
  • CIA
  • CMA
  • CPA
  • Tax Preparer
  • SHRM

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

In this comprehensive presentation, Excel expert David Ringstrom, CPA, demonstrates how many Excel functions and features can be used to create adaptable and easy-to-maintain budget spreadsheets. David explains how to separate inputs from calculations, build out a separate calculations spreadsheet, create both an operating and a cash flow budget, transform filtering tasks, preserve key formulas, and 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

  • State the purpose of the Use In Formula command.
  • State the purpose of the Use In Formula command.
  • Identify the data integrity improvement that the Table feature adds to VLOOKUP.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Young CPA