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Excel Accountant: Taming Large Spreadsheets

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • SHRM
  • MRTP
  • ACCA
  • CBA/MCBA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: November, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Viewing Two Worksheets at Once
    4 mins
  • Zoom to Selection
    18 mins
  • Toggle Full Screen Shortcut
    26 mins
  • Freeze Panes Feature
    29 mins
  • Split Worksheet
    36 mins
  • Worksheet Selection Shortcuts
    45 mins
  • Watch Window
    51 mins
  • Automating Unhiding Worksheets
    73 mins
  • Running Unhide Worksheets Macro
    80 mins
  • Quarters Only Custom View
    85 mins
  • Streamlining Custom Views
    89 mins
  • Improving Calculation Speed
    103 mins

Course Description

Are you tired of trying to manage your large Excel spreadsheets? In this comprehensive presentation, Excel expert David Ringstrom, CPA, demonstrates many ways you can successfully tame cumbersome spreadsheets. His helpful tips enable you to save time, improve the integrity of large workbooks, avoid repetitive tasks, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 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.

Microsoft 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 Continuing Professional Education Webinar on Excel covers the following Key Topics:

  • Comparing the risks and benefits of 64-bit versus 32-bit Microsoft Excel.
  • Restoring Full Screen View in Excel 2013 and later as well as enabling a keyboard shortcut for this feature.
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts.
  • Learning how to use a single line of programming code to unhide all worksheets within a workbook.
  • Understanding Excel’s Freeze Panes feature.
  • Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.
  • Utilizing the Split Worksheet feature properly to lock certain rows at the bottom of the Excel window.
  • Discovering resources for making unwieldy spreadsheets calculate faster.
  • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.
  • Hiding multiple worksheets within a workbook at once.
  • Navigating purposefully through worksheets by way of clickable hyperlinks.

Learning Objectives

  • To recognize how the INDIRECT worksheet function simplifies creating summary worksheets.
  • To recall how to use the Watch Window feature to monitor and navigate to key worksheet cells.
  • To discuss volatile worksheet functions and improve calculation speed.
  • To demonstrate your knowledge of Excel’s Freeze Panes feature.
  • To explore creating a freeze sheet panes shortcut.
  • To discuss how to work with a split worksheet and streamline custom views

Recommended For

  • This Online CPE/CE Excel Webinar is recommended for CPA, CMA, IAP, ACCA, and Other Accounting, Finance, and Tax Professionals who desire to improve their Excel skills. 
  • This Online CE/CPE Webinar on Excel is also recommended for Business Owners, Managers, students, and Aspirants of the Accounts, Finance, and Tax domain.

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-01038-22-S)
  • 2 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 22-7KT6S)
  • 2 CPE Credit of Computer Software and Applications for Certified Valuation Analyst (CVA)
  • 2 CPE Credit of Computer Software and Applications for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 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 Accountants - Ireland (CAI)
  • 2 CPD Credit for Chartered Accountants - Scotland
  • 2 CPD Credit for CPA - Ireland
  • 2 CPD Credit for Chartered Certified Accountants (ACCA)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

Presenter

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

www.excel-accountant.com

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

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.6

39 Ratings

Excellent

24

Very Good

13

Average

2

Poor

0

Terrible

0

MA

Michael Aguilar, CFM

Jul 18th, 2022

I LOVED the detail and examples of this advances Excel functionality. While I did know some of these methods, I learned SEVERAL others which made this an invaluable course!

SB

Steven Burtness, CPA (US)

Jun 24th, 2022

Very informative

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