Excel Accountant: Intro to Spreadsheets In-Depth

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?

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

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