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Excel Accountant - Benefits Risks of Office 365

5 (8)

David Ringstrom, CPA (US)

Excel Accountant

Friday, July 30, 2021 | 02:30 PM EDT

  • CPA (Canada)
  • CIA
  • CMA
  • CPA (US)
  • Tax Preparer
  • CFE

2 Credits

$20

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

Upcoming Webinars

tgif: transform grow innovate in finance

Jul 30, 2021 | 09:00 AM EDT View Details

excel accountant: printing and page layout

(1)

Jul 30, 2021 | 09:30 AM EDT View Details

gaap update

(4)

Jul 30, 2021 | 09:30 AM EDT View Details

comprehensive tax strategies & insights on real estate

(3)

Jul 30, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update

(1)

Jul 30, 2021 | 10:00 AM EDT View Details

money laundering risks and countermeasures for accountants and other professionals

Jul 30, 2021 | 10:00 AM EDT View Details

talking through our differences – generational diversities impact on leadership and engagement

(1)

Jul 30, 2021 | 10:00 AM EDT View Details

foreign asset reporting rules

(90)

Jul 30, 2021 | 10:00 AM EDT View Details

taming the e-mail beast: key strategies for managing your e-mail overload

Jul 30, 2021 | 10:00 AM EDT View Details

new form 941, form 7200, erc, tax credits under ffcra, & other payroll updates in covid-19

(177)

Jul 30, 2021 | 10:30 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jul 30, 2021 | 11:00 AM EDT View Details

employment law in a nutshell – guidance for your business

(1)

Jul 30, 2021 | 11:00 AM EDT View Details

internal controls for businesses

(2)

Jul 30, 2021 | 11:00 AM EDT View Details

crucial tax insights on real estate: like kind exchange, dispositions of real property

(2)

Jul 30, 2021 | 11:30 AM EDT View Details

retirement plan governance best practices: essential documents

Jul 30, 2021 | 11:30 AM EDT View Details

Additional Dates

Aug 31, 2021 | 12:30 PM EDT Register

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

Testimonial

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DB

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

KD

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

KA

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.

CL

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.

JOL

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.

ET

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.