Excel Accountant - Nuances and Quirks

4.4 (7)

David Ringstrom, CPA

Excel Accountant

Thursday, March 04, 2021 | 12:30 PM EST

  • CPA Canada
  • CPA
  • Tax Pros
  • CFE

2 CPE | 2 CPD

$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 Fraud Examiners (CFEs)

2 CPD credit (Verifiable) for Canadian CPAs

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Dec 31, 2020 | 02:30 PM EST View Details

executive overview of repatriation of foreign earnings (topic 606)

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Feb 01, 2021 | 10:00 AM EST View Details

excel accountant: taming large spreadsheets

Feb 04, 2021 | 10:00 AM EST View Details

kpi’s (key performance indicators): how to implement them and achieve success through them

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Feb 09, 2021 | 10:30 AM EST View Details

dealing with irs collections division (part i)

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Feb 18, 2021 | 01:30 PM EST View Details

practical qb training - year end closing, analysis, being tax/audit ready

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Feb 26, 2021 | 09:30 AM EST View Details

excel accountant - benefits risks of office 365

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Feb 26, 2021 | 09:30 AM EST View Details

regulatory ethics guidebook for cpas: aicpa code of professional conduct

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Feb 26, 2021 | 10:00 AM EST View Details

best tax return workshop on s corporation (1120s) - 2020 updates

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Feb 26, 2021 | 10:00 AM EST View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

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Feb 26, 2021 | 10:00 AM EST View Details

investigations – a former fbi agent tells all

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Feb 26, 2021 | 10:00 AM EST View Details

comprehensive guide to ppp - tax implications, forgiveness, forms & planning

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Feb 26, 2021 | 10:00 AM EST View Details

internal controls for businesses

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Feb 26, 2021 | 10:00 AM EST View Details

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

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Feb 26, 2021 | 10:00 AM EST View Details

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

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Feb 26, 2021 | 10:30 AM EST View Details

Course Description

Do you often run into subtle obstacles when working in Excel? If yes, then this course is certainly for you. We bring here a solution focusing on the Nuances and quirks of MS Excel with one of the eminent Excel Expert David Ringstrom, CPA. Many-a-times we face problems when the other person shares an Excel workbook in a newer version. David will explain you on how to overcome these obstacles, which will assist the users in working more efficiently in Excel.

David, will demonstrate each technique at least twice, 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 presentation and detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

David brings it to your attention on 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 does not update and include latest features.

Learning Objectives

  • Recognize that some features may only work in the latest version of Excel but not in older versions
  • Recall how to apply keyboard shortcuts and mouse actions to overcome default features or behaviors in Excel
  • Identify which feature can lock certain rows at the bottom of the Excel window
  • Choosing the disabling features in the Excel worksheet and using the Function-key F2 to toggle Enter and Edit modes
  • Recall on building of Pivot Table and using the undocumented DATEDIF Function and the Used Range Function

Who Should Attend?

  • Enrolled Agent
  • Finance Pros
  • Accountant
  • CFO/Controller
  • Others
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Accounting Practice Owners
  • Senior Accountant
  • VP Accounts
  • VP Finance
  • Chief Accounting Officer
  • Entrepreneurial Accountant
  • Tax Managers
  • Accounting Managers
  • Tax Preparer
  • Staff of Accounting Firm

Testimonial

4.4

(7)
57%
29%
14%
0%
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LP

One of the best classes I have ever been through on my cpe. Instructor was a little fast in one section is my only critique, but exceptional examples and proofs of how to work things through excel.