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Excel Accountant: Intro to Spreadsheets In-Depth

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

Course Description

Course Description

This online webinar by Excel expert David Ringstrom, CPA, is designed for those who haven’t worked with Excel spreadsheets before or who haven’t used them in several years. David explains spreadsheet basics, different file types you can create, keyboard shortcuts to simplify repetitive tasks, Excel’s rows and columns grid, and much more.

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.

Who Would Be Interested in This Course:

Practitioners who wish to learn the basics of working with Excel spreadsheets.

This online CPE Excel webinar covers the following key topics:

  • Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
  • Getting familiar with Excel’s grid of rows and columns.
  • Prevent errors from the start by choosing from thousands of free Excel spreadsheet templates.
  • Learning the nuances of copying formulas within Excel spreadsheets.
  • Saving paper and eliminating frustration by monitoring the Print Scale setting.
  • Handling situations where numbers are presented as # signs on-screen and in Print Preview.
  • Discerning the nuance of entering text into worksheet cells.
  • Surfacing hidden Excel commands instantly by way of the Tell Me to feature in Excel 2016.
  • Copying formulas efficiently down one or more columns at the same time.
  • Understanding Excel’s Freeze Panes feature.

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

Learning Objectives

  • To identify how to skip confusing menus by way of time-saving mouse tricks and keyboard shortcuts.
  • To recall some basic data analysis techniques.
  • To describe Excel’s Freeze Panes feature.

Recommended For

  • This online Excel CPE course will be helpful for CPAs, CMAs, CIAs, CFEs, MRTPs, Accounting, and Finance Professionals seeking to understand the basics of Excel spreadsheets.

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • Accounting Managers
    • Accounting Practice Owners
    • Accounts Director
    • Bookkeepers & Accountants & Tax Preparers
    • California Registered Tax Professional
    • Certified Fraud Examiner
    • Cloud Accountants
    • CPA (Industry)
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Entrepreneurial Accountant
    • Entrepreneurial CPA
    • Finance Director
    • Finance Pros
    • Maryland Tax Preparers
    • Oregon Tax Preparers
    • Personal Financial Specialist
    • Qualified Associate Financial Planner
    • Senior Accountant
    • Staff of Accounting Firm
    • Tax Accountant (Industry)
    • VP Accounts
    • VP Finance
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 4 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
    • 4 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
    • 4 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
    • 4 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
    • 4 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
    • 4 CPE Credit for Certified Government Financial Manager (CGFM)
    • 4 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
    • 4 CRE Credit for Certified Corporate FP&A Professional (FPAC)
    • 4 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 4 CE Credit for Certified Wealth Strategist (CWS)
    • 4 General Credit for Accountant/Bookeeper
    • 4 CPD Credit for CA - ICAEW
    • 4 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01133-22-O)
    • 4 CPD Credit for Chartered Certified Accountants (ACCA)
    • 4 CPD Credit for Chartered Accountants - Ireland (CAI)
    • 4 CPD Credit for Chartered Accountants - Scotland
    • 4 CPD Credit for CPA - Ireland

    Additional details

    • Course Level :
    • Credits :
    • Instructional Method :
      Group Internet Based
    • Pre-requisites :
    • Advance Preparation :


    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.


    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.


    About Presenter

    David Ringstrom

    Partner, 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


    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 the 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


    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


    55 Ratings



    Very Good









    Priscilla East, Accountant, CPA (US)

    Apr 4th, 2022

    Overall, very good. Many of us did get booted off the Zoom platform and had to reconnect.


    Jose Antonio Tamara Espot

    Apr 2nd, 2022

    I really like these Excel webinar series. Thank you!


    Mary Behling Behling, CPA (US)

    Mar 2nd, 2022

    Excellent training. Great information. Really appreciate that it was free so I could attend.


    Kari Morrow, CMA

    Mar 2nd, 2022

    The course was longer than I expected. The instructor was super knowledgeable and maintained his high standard of teaching throughout the entire lecture. The content was relevant and the method of communicating to the learner was effective.


    Walter Estrada, CPA (CA)

    Mar 2nd, 2022

    I've learned new things and tips thru the webinar. Keep up the good work!

    Spreadsheets In-Depth Excel CPE Course


    4 Credits

    Subject Area

    Computer Software and Applications

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