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

Spreadsheet Interactivity and Internal Control

4.5 (446)

David Ringstrom, CPA

Excel Accountant

Friday, April 02, 2021 | 03:00 PM EDT

  • CPA Canada
  • CIA
  • CPA
  • IAP
  • Tax Preparer
  • QIAL

1.5 Credits

FREE

Subject Area

Computer Software and Applications

Webinar Qualifies For

1.5 CPE credit of Computer Software & Applications for all CPAs

1.5 PDC credit for SHRM Certified Professionals (Approval No. 21-2F35Z)

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 CE credit of Computer Technology for Maryland Tax Preparers

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

the evolutionary origins of stigmatization around building offshore teams for accounting firms

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partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

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the power and essentials of estate planning

Jul 23, 2021 | 12:00 PM EDT View Details

annual federal tax update - individuals (form 1040)

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Jul 23, 2021 | 12:00 PM EDT View Details

risk assessment for non-profit organizations with less than $10 million in revenues

Jul 23, 2021 | 12:30 PM EDT View Details

money laundering- how it works?

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how much is too much to pay a trustee

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managing remote staff: best practices

Jul 23, 2021 | 01:00 PM EDT View Details

how to make it easy for clients to work with your accounting firm

Jul 23, 2021 | 01:00 PM EDT View Details

quickbooks online for accountants work centre - managing you practice

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Jul 23, 2021 | 01:30 PM EDT View Details

identifying leases under the new asc 842

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Jul 23, 2021 | 01:30 PM EDT View Details

clarity practice management: demo for public accountants and tax preparers

Jul 23, 2021 | 02:00 PM EDT View Details

xbrl and compliance with sarbanes-oxley

Jul 23, 2021 | 02:30 PM EDT View Details

business activity taxes – where are businesses and their owners required to file and pay state income taxes?

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Jul 23, 2021 | 03:00 PM EDT View Details

why you should care about the cares act

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Course Description

In this webinar, Excel expert - David H. Ringstrom, CPA shows ways to improve the integrity and ease of use of your spreadsheets by way of the Data Validation and Form Control features in Excel. You will also see how to reduce ongoing spreadsheet maintenance, as well as see ways to protect formulas, inputs, and worksheets.

This online CPE webinar for CPAs covered major key topics:

  • Allowing users to make multiple choices by way of the ListBox form control.
  • Avoiding the need to merge cells—use the Text Box feature for paragraphs of text instead.
  • Crafting data validation lists that are contingent on selections from a preceding list.
  • Creating self-expanding drop-down lists with Excel’s Data Validation feature.
  • Enabling the hidden Developer menu in Excel to access additional functionality.
  • Ensuring proper VLOOKUP integrity by using Data Validation to create an in-cell drop-down list.
  • Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
  • Identifying data validation overrides by way of the Circle Invalid Data command.
  • Limiting users to entering whole numbers in a worksheet cell by way of Data Validation.
  • Making it harder for a user to circumvent data validation and easy for you to identify when someone has attempted to do so.
  • Overcoming VLOOKUP’s quirks by using the SUMIF function to look up numeric values.
  • Preserving key formulas using hide and protect features.
  • Protecting hidden sheets from within a workbook.
  • Protecting sensitive information by hiding formulas within an Excel workbook.
  • Removing data validation from a worksheet when needed.
  • Removing the Table feature from Excel spreadsheets once it’s no longer needed or simply erasing the alternate row shading.
  • Streamlining data entry in Excel with the CheckBox form control.
  • Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Unlocking all data validation cells at once within a worksheet as opposed to tracking cells individually.
  • Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date
  • Using Excel’s IFERROR function to mask # sign errors, such as #N/A.
  • Using the ComboBox form control to create a searchable drop-down list.
  • Viewing properties that can be set for specific form controls; for example, whether the object should be printed or not.

This Webinar is useful for all the tax practitioners, Accountants, CPA to apply excel functions in their practice that saves their time without affecting accuracy.

Learning Objectives

  • To recognize the value that checkbox form controls return.
  • To describe one of the many uses for Excel's Data Validation feature.
  • To identify the ribbon tab in Excel where the Protect Sheet command appears.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Auditors
  • Bank Managers
  • Bookkeeper
  • Compliance Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Innovation Manager/Director
  • IT Managers
  • Risk Managers
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Testimonial

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(
    [no_of_record] => 446
    [average] => 4.5090
)
 

4.5

(446)
57%
37%
6%
0%
0%

EA

Amazing tool, very professional.

TV

Instructor had great examples that could be used in everyday job. Moderator helped troubleshoot connection issues with presenter. Overall great webinar.

RL

Very informative and interesting.

AG

Good seminar to show different functions available in Excel that I hadn't used before.

JD

I really enjoy having the opportunity to view the topics that relate to my job and improve my skills.

KN

The presentation was excellent and informative.