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Excel Accountant : Intro to Macros In-Depth

  • CPA (CA)
  • CFE
  • CIA
  • CMA
  • CPA (US)
  • Tax Preparer
Excel Accountant : Intro to Macros In-Depth

4 Credits

$40

Subject Area

Computer Software and Applications

Webinar Qualifies For

4 CPE credit of Computer Software & Applications for all CPAs

4 CPE credit for Certified Management Accountants (CMA)

4 CPE credit for Certified Internal Auditors (CIA)

4 CPD credit (Verifiable) for Canadian CPAs

4 CPE credit for Certified Fraud Examiners (CFEs)

4 CE credit of Computer Technology for Maryland Tax Preparers

4 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Financial Intelligence for Entrepreneurs, Executives, and Directors

(1)

Oct 25, 2021 | 09:00 AM EDT View Details

Are You Ready for a Capital Campaign?

Oct 25, 2021 | 09:00 AM EDT View Details

Differences between IFRS and GAAP

(16)

Oct 25, 2021 | 09:30 AM EDT View Details

Corporate External Financial Reporting Decisions

(17)

Oct 25, 2021 | 10:00 AM EDT View Details

Everything You Need to Know About Partnerships

(13)

Oct 25, 2021 | 10:00 AM EDT View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(122)

Oct 25, 2021 | 10:00 AM EDT View Details

Basic Concepts of Fixed Asset Accounting

(4)

Oct 25, 2021 | 10:00 AM EDT View Details

Excel Accountant: Internal Control

(6)

Oct 25, 2021 | 10:00 AM EDT View Details

Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

(20)

Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS

(745)

Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(10)

Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)

(272)

Oct 25, 2021 | 10:00 AM EDT View Details

Money Laundering Risks and Countermeasures for Accountants and Other Professionals

(9)

Oct 25, 2021 | 10:30 AM EDT View Details

Quickbooks Online for Accountants Work Centre - Managing your Practice

(18)

Oct 25, 2021 | 10:30 AM EDT View Details

Business Killers – 12 Ways to Protect Your Business

Oct 25, 2021 | 10:30 AM EDT View Details

Course Description

Excel expert David Ringstrom, CPA, takes you step-by-step through the process of creating and using macros—one of Excel’s most powerful features. In this comprehensive online CPE course, he introduces the concept of Excel macros as well as the Visual Basic for Applications (VBA) macro. David also explains step-by-step how to use the Record Macro feature and Excel’s Personal Macro Workbook. After completing this course, you’ll be equipped to use macros immediately. 

David demonstrates every technique at least twice in this online continuing education course: 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.

This online CPE webinar covers the following key topics:

  • Making sense of the Enable Content prompt related to macros in Excel.
  • Uncovering macro-related commands within Excel’s user interface.
  • Automating a repetitive task, such as formatting a set of phone numbers consistently.
  • Utilizing the Relative References setting for creating Excel macros to be played back on any cell versus specific cells.
  • Understanding the purpose and nuances of Excel’s Personal Macro Workbook.
  • Recording a contact info macro.
  • Deciphering and managing Excel’s macro security prompts.
  • Converting. XLS workbooks to the up-to-date. XLSX format with just two keystrokes.
  • Understanding how macros are used in Excel, along with the risks and benefits associated with them.
  • Learning the risks and frustrations of using merged cells in Excel worksheets.
  • Learning how to use Excel’s Record Macro feature to create simple macros, without having any knowledge of programming.
  • Discovering how to enable the Developer menu in Excel 2007 and later.
  • Gaining an understanding of Excel’s Goal Seek feature, which is useful in simplifying what-if analyses.
  • Learning how to playback macros you’ve recorded so as to eliminate repetitive or tedious tasks.
  • Using form controls to simplify data entry as well as control the input of other users.
  • Understanding the nuances of assigning keyboard shortcuts to macros in Excel to avoid superseding shortcuts for built-in features.
  • Learning what to do if a Debug prompt appears.
  • Adding error-handling features to Excel macros to compensate for unexpected or missing data entry inputs.
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Learning the nuances of the Excel Macro-Enabled Workbook in versions 2007 and later.

This online Excel CPE course will be helpful for CPAs, CMAs, CIAs, Accountants, and Other Practitioners who wish to learn how to create and use macros, which will enable them to become more efficient in Excel.

Learning Objectives

  • To define how to create general-use macros with the Relative Reference setting for Excel’s Macro Recorder.
  • To recognize when to use the Hide and Unhide commands in an Excel Personal Macro Workbook.
  • To identify how to apply Visual Basic for Applications (VBA) macros in Excel.

Who Should Attend?

  • Accountant
  • Accounting and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Auditors
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • 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)
  • VP Accounts
  • Young CPA

Testimonial

4.3

(11)
38%
30%
32%
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WD

The slide deck is very comprehensive. It will be useful to reference in the future.

MAG

Macro is fun and I hope we had longer time for the training. But all good! :)

VF

Great instructor! Very easy to follow.

KI

Highly effective

JS

Appreciated the way he went over everything twice.

LD

Very effective presentation.