CPE for CPAs | Excel Accountant - Dealing with Duplicates

Course Description
Course Qualification
Presenter
FAQ

Course Description

Identifying duplicate data and managing it within spreadsheets has always been a challenge for most of us, especially in spreadsheets that are comparatively complicated in nature. The speaker brings here this presentation to educate on how to identify such duplicate data and manage it within the spreadsheets, which will certainly prove beneficial to a huge extent.

In this online CPE course, Excel expert David Ringstrom has covered a variety of subjects, including identification of duplicate data visually by way of the Conditional Formatting feature, using a pivot table to determine how many duplicates are in a list, and applying worksheet functions like SUMIF or COUNTIF to sum or count instances of duplicates.

David will demonstrate each technique at least twice in this online continuing education course, 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 online CPE presentation and detailed handouts. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

David brings to your attention 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 do not update and include the latest features.

Learning Objectives

To discuss duplicating Excel worksheets and Mouse Trick for the same
To define how to apply the Advanced Filter feature and the Remove Duplicates feature
To recognize the UNIQUE function and other features available only on Office 365 only
To identify how to use a pivot table to quickly ascertain how many times duplicates appear within a list
To study data validation tricks for preventing duplicate entries and unlocking validation cells

Recommended For

This online Excel CPE webinar is recommended for CPAs, CMAs, CIAs, CFEs, and Other Finance & Tax professionals desiring to upgrade their skills in excel.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Accounting Practice Owners
Bookkeeper
Bookkeepers & Accountants & Tax Preparers
CEO
Certified Fraud Examiner
Certified Management Accountant (CMA)
CFO/Controller
CPA (Industry)
CPA - Large Firm
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial Accountant
Entrepreneurial CPA
Maryland Tax Preparers
Senior Accountant
Staff of Accounting Firm
Tax Accountant (Industry)
Tax Firm
Tax Practitioners
Young CPA

Course Qualification

Webinar Qualifies For

2 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
2 CPE Credit for Certified Management Accountants (CMA)
2 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
2 CPE Credit for Certified Government Financial Manager (CGFM)
2 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
2 CRE Credit for Certified Corporate FP&A Professional (FPAC)
2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2 CE Credit for Certified Wealth Strategist (CWS)
2 General Credit for Accountant/Bookeeper
2 CPD Credit for CA - ICAEW
2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01135-22-O)
2 CPD Credit for Chartered Certified Accountants (ACCA)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for Chartered Accountants - Scotland
2 CPD Credit for CPA - Ireland

Additional details

Course Level :

Intermediate
Credits :

2
Instructional Method :

Group Internet Based
Pre-requisites :

None
Advance Preparation :

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

Presenter

About Presenter

David Ringstrom, CPA (US)

President, Excel Accountant

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

About Company

Excel Accountant

www.excel-accountant.com

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

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be 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
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 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
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

80 Ratings

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JATE

Jose Antonio Tamara Espot

Apr 2nd, 2022

I really like these Excel webinar series. Thank you!

Rovan Dela Cruz, Accountant

Mar 3rd, 2022

Thank you to David and the Moderators. I was able to learn specifics on Duplicates which I need to be refreshed from my class. The webinar catered all the topics but the problem might be with me because I was information overloaded. Regardless I have handouts that would help me when I need to study once again. Thank you.