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Excel Accountant: Benefits/Risks of Office 365

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • MRTP
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CWS

Published: November, 2021

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • Determine If You Have Office 365
    2 mins
  • Office 365 Clipboard Refinements
    10 mins
  • Worksheet Function Evolution
    24 mins
  • SWITCH Function (Excel 2019+)
    37 mins
  • IFS Function (Excel 2019+)
    45 mins
  • Recommended Pivot Tables (Excel 2013+)
    57 mins
  • Funnel Charts (Excel 2019+)
    68 mins
  • 3D Models (Excel 2019+)
    76 mins
  • Co-Authoring Workbooks (Office 365 Only)
    93 mins

Course Description

Learn from Excel expert David Ringstrom, CPA, how the Office 365 version of Excel 2016 differs from previous versions and perpetually licensed versions of Excel 2016. Historically, each version of Excel has been identical for all users, but that’s no longer the case. In this comprehensive course, David discusses updated features and worksheet functions available in the Office 365 version of Excel 2016, shows you step-by-step how to use them, and shares helpful keyboard shortcuts and tips.

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.

This Online CPE Webinar on Excel covers the following Key Topics:

  • Deselecting one or more cells from within a selection of cells without having to start over again with the selection process.
  • Updating Office 365 to take advantage of recently released features and improvements.
  • Mapping geographic data with just a couple of mouse clicks.
  • Jump-starting pivot tables by way of the Recommended PivotTables feature in Excel 2013 and later.
  • Streamlining the decision-making process with the IFS function in Office 365.
  • Exploring the Help menu introduced in Office 365 that provides immediate access to free training resources.
  • Understanding the risks and nuances of the AutoSave feature in Office 365.
  • Discovering how Office 365 no longer immediately clears the clipboard when you carry out a simple action, such as typing or inserting rows before pasting data.
  • Restoring the Workbook Sharing and Track Changes commands that have vanished in certain builds of Office 365.
  • Visualizing data with a Funnel chart, which is exclusive to the Office 365 version of Excel 2016.
  • Using Microsoft’s free Excel Online service to view and edit spreadsheets that use features from Office 365 that aren’t compatible with other versions of Excel.
  • Removing the background from pictures within Microsoft Excel.

You may be interested in the Microsoft Excel Certification: The Complete Excel Essentials!

Learning Objectives

  • To recall the benefits and risks of sharing workbooks via OneDrive in Office 365. 
  • To explore worksheet function evolution
  • To identify the menu where the Recommended PivotTables feature appears in Excel 2013 and later. 
  • To describe the MAXIFS function that’s available in certain versions of Excel 2016. 
  • To explore missing folders link on Recent Menu

Recommended For

  • This Online CPE/CE Webinar on Excel is recommended for CPA, CMA, ACCA, ORTP, CWS, and Any Accounting – Finance – or Tax Professional who desires to improve their Excel skills. 
  • This Online Excel CPE Course is also recommended for Business Owners, Managers, Students, and aspirants of Accounting – Tax – and Finance professionals who want to take an advantage of the efficiency of Excel functionalities.

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • CPA (Industry)
    • CPA - Large Firm
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Entrepreneurial Accountant
    • Entrepreneurial CPA
    • Senior Accountant
    • Staff of Accounting Firm
    • Tax Accountant (Industry)
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 2 CPD Credit of Computer Software and Applications for Chartered Professional Accountant (CPA Canada)
    • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
    • 2 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
    • 2 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01019-22-S)
    • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
    • 2 CE Credit for Certified Wealth Strategist (CWS)
    • 2 General Credit of Computer Software and Applications for Accountant/Bookkeeper/Tax Professionals
    • 2 CPD Credit for CA - ICAEW
    • 2 CPD Credit for Chartered Certified Accountants (ACCA)
    • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
    • 2 CPD Credit for Chartered Accountants - Scotland
    • 2 CPD Credit for CPA - Ireland
    • 2 CPE Credit of Computer Software and Applications for Certified Fraud Examiner (CFE)
    • 2 CPE Credit of Information Technology for Certified Government Financial Manager (CGFM)
    • 2 CPD Credit of Software and other process controls for Certified Information Technology Professionals (CITP)
    • 2 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
    • 2 CRE Credit of Information Technology (inc. Excel) for Certified Corporate FP&A Professional (FPAC)

    Additional details

    • Course Level :
    • Credits :
    • Instructional Method :
      QAS Self Study
    • Pre-requisites :
    • Advance Preparation :


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    About Presenter

    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

    About Company

    Excel Accountant

    Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

    Here is what you get for the yearly subscription from Excel Accountant website.

    • 40+ Courses
    • 80+ hours of Interactive Videos
    • All CPE Approved Courses
    • Unlimited Access to the Entire Library
    • Exclusively designed for Accounting, Finance & Tax Professionals


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    Ratings and Review


    10 Ratings



    Very Good









    Steven Burtness, CPA (US)

    Jun 28th, 2022


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