Making a Splash: Excel Waterfall Calculations

Welcome to myCPE

Learning Objectives

To analyze the concept of waterfall calculations.
To recall the keyboard shortcut that enables you to transfer the contents of a cell across a row of adjacent cells that you’ve selected.
To explain which keyboard shortcut allows you to toggle the Bold settings for a cell or selection of text on or off.
To identify the location of the Format Painter command within Excel’s menu structure.

Course Description

Join us for an upcoming CPE webinar that will provide you with the skills and knowledge to create waterfall calculations in Excel. In this CPE course, Excel expert David H.Ringstrom, CPA, will walk you through assembling a waterfall calculation from scratch. David brings his prior commercial real estate experience to the forefront, ensuring that you'll learn practical skills that you can apply to your work right away.

Throughout the webinar, David covers important concepts such as range names, IRR vs. XIRR worksheet functions, and worksheet functions like MIN, ROUND, DATE, and SUMIF. David provides detailed handouts and uses check figures extensively throughout the model to ensure data integrity. You'll be able to easily follow the calculations through the tiers and understand every step of the process.

David will demonstrate every technique twice - first on a PowerPoint slide with numbered steps, and then in the subscription-based Microsoft 365 version of Excel. He will also draw attention to any differences in older versions of Excel (2019, 2016, 2013, and earlier) during the presentation. Plus, you'll receive an Excel workbook that includes most of the examples David uses during the webcast. Don't miss this opportunity to learn essential Excel skills for creating waterfall calculations. Register now for our upcoming CPE webinar.

Major topics covered in this CPE course on Excel:

Summarizing the investment parameters to be incorporated into a waterfall calculation.
Building a waterfall calculation from scratch, starting with a blank worksheet.
Using range names to streamline formulas and bookmark key inputs within a workbook.
Utilizing Excel’s Name Manager feature to review and manage named ranges within a workbook.
Building a series of dates with the Fill Series command.
Improving the integrity of spreadsheets by using SUMIF to look up values in a more flexible fashion than VLOOKUP.
Building a series of self-updating dates with Excel’s DATE function.
Writing formulas by choosing named ranges with the Use In Formula command, thereby saving you time.
Incorporating decisions into calculations with Excel’s IF function.
Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut.
Computing the internal rate of return for a series of cash flows with the IRR function.
Understanding how XIRR provides more accurate return calculations than IRR.
Computing returns on irregular cash flow distributions when needed.
Maximizing worksheet cells by using custom number formats to display text within cells that contain numeric values.
Returning the smallest value from two or more amounts by way of the MIN function.
Applying formatting to multiple locations within a worksheet by way of the Format Painter feature.
Using Excel’s ROUND function to round numbers to the nearest 10, 100, 1000, or beyond.

Excel users, don't miss this chance to enhance your skills and learn from an expert. Whether you're a beginner or an experienced user, this webinar will provide you with valuable insights that you can apply to your work right away. Register now and get ready to take your Excel skills to the next level!

Webinar Qualifies For

2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit of Computer Software and Applications for CPA in Canada
2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
2 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
2 CPD Credit for Chartered Accountant - ICAEW
2 CE Credit of Information Technology (inc. Excel) for Certified FP&A Professional (FP&A)
2 CPD Credit for Chartered Accountants - Scotland
2 CPE Credit of Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for CPA - Ireland
2 CPE Credit of Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA)
2 CPE Credit of Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

David Ringstrom, CPA (US)

President, 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

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

NASBA APPROVED

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.

Ratings and Review

4.4

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Louis Digiovine, CPA (US)

This is the second course I have taken with this instructor and he did not disappoint. He is very effective at presenting the material. I was expecting something a little more advanced, but I still picked up a few things.

Cody Stuive, CPA (US)

There are occasionally times that the polling question does not pop up which is a bit frustrating.

Donald Crisp, CPA (US), CGMA

2 Credits

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Computer Software and Applications

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Making a Splash: Excel Waterfall Calculations

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

David Ringstrom, CPA (US)

Other Details

Additional Information

2 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.4

Louis Digiovine, CPA (US)

Cody Stuive, CPA (US)

Donald Crisp, CPA (US), CGMA

Subject Area

Unlimited Access Plan

Inclusions

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