Excel Accountant: Speed Tips in Depth

Course Description

If you’d like to discover features and techniques you can use to speed up your work in Excel, this is the perfect course for you! In his jam-packed session, Excel expert David Ringstrom, CPA, explains a variety of time-saving features and shares helpful tips, such as how to filter data faster, streamline repetitive tasks, create keyboard shortcuts, access folders, and workbooks easily, and more.

You’ll discover even more ways to save time and effort in Excel when you take this online continuing education course. In Speed Tips, Excel expert David Ringstrom, CPA, demonstrates shortcuts that allow you to streamline repetitive tasks and redundant data entry, embed lists you use frequently, transform filtering tasks, and more. In addition, David explains the benefits associated with Excel’s Text Box feature, the Personal Macro Workbook, and the Quick Analysis feature.

David demonstrates every technique at least twice in this online CPE 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.

Who Would Be Interested in this online CPE Course:

Practitioners who may benefit from using Excel more effectively and efficiently.

This online excel CPE webinar for CPAs, CVAs, CMAs and other professionals covers the following major topics:

• Overcoming user interface annoyances by making simple adjustments to Excel’s options.
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
• Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
• Seeing how to customize the default workbook that all new workbooks will be based on going forward.
• Streamlining repetitive tasks by way of Excel’s Quick Access Toolbar.
• Understanding how the Table feature automates formula management within lists.
• Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions.
• Restoring “classic” Print Preview functionality in Excel 2010 and later.
• Gaining control of long lists of data by filtering instead of sorting.
• Simplifying repetitive tasks by creating your own keyboard shortcuts.
• Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
• Surfacing hidden Excel commands instantly by way of the Tell Me feature in Excel 2016.
• Separating first/last names into two columns without using formulas or retyping.
• Streamlining redundant data entry with a handy keyboard shortcut.
• Pasting a table as a raw list elsewhere in a workbook.
• Editing .PDF documents in Word 2013 and later—useful for unlocking data you wish to edit in Excel.
• Streamlining the process of printing spreadsheets to .PDF format.
• Applying formatting to multiple locations within a worksheet by way of the Format Painter feature.
• Mastering the nuances—and the power—of Excel’s Transpose feature.
• Avoiding the need to retype data or clunky formulas by way of Excel’s Text to Columns command.
• Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts.
• Discovering the Custom Lists feature in Excel, which enables you to embed frequently used lists into Excel’s Options dialog box for use with any spreadsheet.

Learning Objectives

• To recall how to create your own custom keyboard shortcuts & identify the feature that helps you transform filtering tasks.
• To identify how to unlock hidden functionality by double-clicking on certain aspects in Excel.
• To describe how to easily compile large lists of data by filtering vs. sorting and recall where the Custom Lists feature appears in the Options dialog box of most versions of Excel.

Recommended For

This Excel webinar is recommended for professionals who wanted to gain tips on using excel more efficiently.

Who Should Attend?

Webinar Qualifies For

• 4 CE Credit of Computer Software and Applications for Tax Professionals
• 4 CE Credit of Computer Software and Applications for Tax Professionals
• 4 CPD Credit for Chartered Professional Accountant (CPA Canada)
• 4 CPE Credit for Certified Valuation Analyst (CVA)
• 4 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
• 4 CPE Credit for Certified Management Accountants (CMA)

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