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Excel Accountant: Intro to Spreadsheets Part 1

5 (3)

David Ringstrom

Excel Accountant

Wednesday, March 24, 2021 | 10:00 AM EDT

  • CPA Canada
  • CPA
  • Tax Preparer
  • CFE

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

This presentation 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.

Topics Covered:

  • 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.
  • Preventing 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 feature in Excel 2016.
  • Copying formulas efficiently down one or more columns at the same time.
  • Understanding Excel’s Freeze Panes feature.

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.

Who Should Attend?

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

Testimonial

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5

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EC

Very knowledgeable program