CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Excel Accountant: Speed Tips Part 2

4.7 (9)

David Ringstrom

Excel Accountant

Tuesday, May 04, 2021 | 12:30 PM EDT

  • CPA (Canada)
  • CPA (US)
  • 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

Course Description

You’ll discover even more ways to save time and effort in Excel when you take this course. In part 2 of 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: 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 can benefit by learning a variety of techniques and shortcuts that will speed up their work in Excel.

This online CPE webinar for CPAs covered key topics:

  • 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 identify the feature that helps you transform filtering tasks.
  • To recognized how to implement Excel’s Personal Macro Workbook.
  • To recall where the Custom Lists feature appears in the Options dialog box of most versions of Excel.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 9
    [average] => 4.6667
)
 

4.7

(9)
67%
33%
0%
0%
0%

KH

David is thorough with the topic and as a result the entire webinar was feature packed and fun to learn. Acquired some great skills which will definitely help my professional life. Thank you myCPE and David.

SF

I enjoyed the webinar. Well compiled content and to the point delivery. Thank you so much MyCPE.

SH

The content was very helpful and informative. I will recommend the platform and the presenter to my friends. Thank you David and myCPE.

CC

The webinar can be summarized in 3 words - "value for money". It was a feature packed, proper paced and interesting seminar. David was demonstrating every tip and trick after showing it on ppt making it easy to follow.

MC

I am glad that I did not miss it. It was informative, engaging, interactive and full of learning. This will help me in my practice.

HL

Great info. I especially loved the fact that after introducing the tip with visuals, he then demonstrated the feature so that I could follow along. Great webinar!