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Excel Accountant - Benefits Risks of Office 365

  • CPA (CA)
  • CFE
  • CIA
  • CMA
  • CPA (US)
  • Tax Preparer
Excel Accountant - Benefits Risks of Office 365

2 Credits


Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 CPE credit for Certified Internal Auditors (CIA)

2 CPD credit (Verifiable) for Canadian CPAs

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

This Course is Also Available in Self Study (On-Demand)

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Course Description

Learn from Excel expert David Ringstrom, CPA, how the Office 365 version of Excel 2016 differs from previous versions and perpetually licensed versions of Excel 2016. Historically, each version of Excel has been identical for all users, but that’s no longer the case. In this comprehensive course, David discusses updated features and worksheet functions available in the Office 365 version of Excel 2016, shows you step-by-step how to use them, and shares helpful keyboard shortcuts and tips. 

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

  • To recall the benefits and risks of sharing workbooks via OneDrive in Office 365.
  • To identify the menu where the Recommended PivotTables feature appears in Excel 2013 and later.
  • To describe the MAXIFS function that’s available in certain versions of Excel 2016.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Fraud Examiner
  • Certified Management Accountant
  • CFO/Controller
  • Chartered Professional Accountant
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Senior Accountant
  • Tax Accountant (Industry)
  • Young CPA





I would suggest this webinar to all those people who are using an older version and are about to or thinking of upgrading to the latest Office 365 suite. The webinar covers a wide range of topics. The user experience was pleasing and so were the presenting skills of David. Thank you myCPE and David


I am very satisfied with the webinar. David is very thorough with Excel and that was very evident in the presentation. Highly recommended


Got to know so many nuances about the changes that have been made in the latest Office Suite compared to the older versions. Have been planning to make the shift since quite some time and this webinar is definitely going to help me take that call. Thanks David and myCPE.


When it comes to Excel no one can beat David. The knowledge and the way he presents is so fluid and easy to grasp. I am very happy with the webinar. Thanks David.


David had so much knowledge that can be shared. The webinar was crisp, well laid out and to the point. A package that was presented all too well. Highly recommended.


The way David explained the changes, the benefits and the downsides of upgrading to Office 365 is commendable. It has helped me in taking a call about the shift that I was planning.