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Excel Accountant - Logic Functions

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • Maryland Tax Prep.
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Using the IF Function is a common feature that most of us utilize in an Excel worksheet. But many of us do not realize what can go awry in some cases with using this feature. Well, here is the answer to it. Our eminent EXCEL Expert brings here step-wise details on this IF Function right from its basics and beyond. Also, he shares the alternatives to this Function which include various functions such as IFS, CHOOSE, VLOOKUP, SUMIF, and several others. This Online Webinar also explores techniques useful in verifying that formulas such as nested IF statements are working properly.

Every technique is demonstrated at least twice by David in this continuing education Excel course, firstly using a PowerPoint slide with numbered steps and secondly in a subscription-based MS Office 365 version of Excel. David also draws your attention to differences in the older versions of Excel (i.e. 2019, 2016, 2013, etc.)in this online CPE webinar through his presentation and detailed handouts. He also has shared an Excel workbook that includes most of the examples used during the webcast.

David Ringstorm explains the subscription-based product 'Office 365' 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.

If you want to specialize in Excel then click here to view our best course: Certified Excel Specialists.

Learning Objectives

  • To recall the basics of IF Function and beyond
  • To evaluate how to choose VLOOKUP as an alternative to IF Function
  • To define the purpose of Excel's IFERROR worksheet function
  • To study the introduction to IS Function and how to use
  • To recognize the SUMIF Function and name what the SUMIF Function returns if a match cannot be found

Recommended For

This Online EXCEL CPE webinar is recommended for CPA, CMA, CIA, and all professionals who are using Excel in their daily work.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeeper
  • Certified Information Technology Professionals
  • Certified Management Accountant (CMA)
  • CFO/Controller
  • 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
  • Others
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Firm
  • Tax Preparer
  • 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 of Computer Software and Applications for Certified Management Accountants (CMA)
  • 2 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
  • 2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00977-22-O)
  • 2 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 2 CPE Credit for Certified Government Financial Manager (CGFM)
  • 2 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
  • 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 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 :
    Basic Understanding Of Excel Functionalities
  • 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

4.7

22 Ratings

Excellent

15

Very Good

7

Average

0

Poor

0

Terrible

0

JD

Jonathan Dillon, CFE

May 26th, 2022

This course was very god in introducing me to the various logic functions. I'm glad I attended. The instructor was very informative.

BB

Bruce Bush, CPA (US)

Aug 25th, 2020

I'm currently taking David's other course Microsoft Excel Step by Step Training for Beginners which covered the basics of the IF, AND, and OR functions. I wanted to learn more so I took a break from that course and tried out this one. I'm so glad that I did. I've tried learning excel formulas from youtube videos and none of them explained as clearly as this course. I also really appreciate all of the keyboard shortcuts. Thanks for your hard work and looking forward to taking more of your courses!

LM

Laurie Mollica, CPA (US)

Jan 25th, 2022

He knows his Excel. I like that he repeats the process to understand.

BW

Barry Wertz, CPA (US)

Oct 29th, 2020

The course helped mae achieved my primary objective of having good knowledege of the use of Excel logical functions. David delivered the course in an engaging manner. The production quality is really good. Clear instructions and well-explained! Though a worksheet with exercises would make this course even greater!

JM

Jonathon Munch, CPA (US)

Aug 26th, 2020

The course goes step by step from the easiest IF function to the nested IF functions and combines the IF functions with other functions and with text. It's absolutely great. I feel a lot more confident with the IF functions now. Thanks for the course. It's amazing that this course is free because it is so complete.

Excel Accountant - Logic Functions

$20

2 Credits

Subject Area

Computer Software and Applications

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