CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Spreadsheet Interactivity and Internal Control

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • IAP
  • Tax Preparer
  • QIAL
Spreadsheet Interactivity and Internal Control

1.5 Credits

FREE

Subject Area

Auditing

Webinar Qualifies For

1.5 CPE credit of Auditing for all CPAs

1.5 CPE credit of Internal Controls for CMAs

1.5 CPE credit for Certified Internal Auditors (CIA)

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 CPE credit for Qualification in Internal Audit Leadership (QIAL)

1.5 CPE credit for Internal Audit Practitioner (IAP)

1.5 CE credit of Computer Technology for Maryland Tax Preparers

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

This Course is Also Available in Self Study (On-Demand)

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Course Description

In this online CPE course, 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 and see ways to protect formulas, inputs, and worksheets.

This online CPE webinar for CPAs and other professionals covered the following 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 CPE Webinar is useful for all the Tax Practitioners, Accountants, CPAs, and Auditors 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 and audit managers/practitioners
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Auditors
  • Bank Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Innovation Manager/Director
  • Risk Managers
  • Senior Accountant
  • Young CPA

Testimonial

4.5

(452)
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.