MYCPE ONE

Excel Automation 101-Reduce your manual process by adapting macros

The definitive guide to become an excel pro

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Conference Overview

As humans, we are creatures of habit. There are certain things that we do on a daily basis, every working day. Wouldn't it be better if there were some magical ways of pressing a single button and all of our routine tasks are done?

Do you find yourself repeatedly performing the same actions or tasks in your spreadsheets?

If the answer is "Yes", it’s time to learn how to create a macro. 

Being able to create and edit a macro is one of the must-have skills for Excel Power Users. Having this knowledge will save you hours of time by allowing you to automate any Excel-based task or process. If you have never created macros or used VBA before, this excel virtual event is for you.

In this hands-on workshop join Excel expert David H. Ringstrom, CPA as takes you step-by-step through the process of creating and using macros—one of Excel’s most powerful features. In this comprehensive CPE virtual conference, he introduces the concept of Excel macros as well as the Visual Basic for Applications (VBA) macro. David also explains step-by-step how to use the Record Macro feature and Excel’s Personal Macro Workbook. After completing this conference, you’ll be equipped to use macros immediately.

David's effective "show-twice" process first walks you through a procedure by way of detailed PowerPoint slides and then demonstrates the techniques first-hand in the 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.

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 CPE virtual event is aimed at regular users of Excel, with little or no prior experience, and who wish to "dip their toe into the Macros water".

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 4 Computer Software and Applications
Accountant/Bookkeeper/Tax Professionals 8 All
CPA in Canada 4 All
CIA 4 All
CMA 4 All
Maryland Tax Preparer 4 All
CWS 4 All
CFIRS 4 All

Sessions

Sep 13th, 2021

Speakers:
Speaker Name
David Ringstrom

President
EXCEL Accountant

  • 4.6
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An Excel macro is an action or a set of actions that you can record, give a name, save and run as many times as you want and whenever you want. When you create a macro, you are recording your mouse clicks and keystrokes.

In Part 1 of this practical webinar, you will learn the concept of Excel macros, including the Visual Basic for Applications (VBA) macro. You will learn step-by-step how to use the Record Macro feature and Excel’s Personal Macro Workbook. After participating in this webinar, you will be equipped to use macros immediately.

Major topics covered in this online CPE session:

  • Automate the clean-up of an accounting report in Microsoft Excel with a recorded macro
  • Record a macro to automate using Center Across Selection
  • Record a contact information macro
  • Streamline repetitive tasks by way of Excel’s Quick Access Toolbar
  • Compare Center Across Selection to Merged cells for centering text across two or more columns
  • Add clickable shapes to Excel spreadsheets as a visual means of launching Excel macros
  • Uncover macro-related commands within Excel’s user interface

Learning Objectives

  • To apply Visual Basic for Applications (VBA) macros in Excel.
  • To define how to use the Record Macro feature.
  • To apply the Hide and Unhide commands in an Excel Personal Macro Workbook as needed.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 4 General Credit Eligible
Chartered Professional Accountant in Canada 2 CPD Eligible
Certified Internal Auditors (CIA) 2 CPE Eligible
Certified Management Accountants (CMA) 2 CPE Eligible
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Maryland Tax Preparer (MRTP) 2 CE Approved
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
David Ringstrom

President
EXCEL Accountant

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

In this comprehensive CPE session, you’ll learn beyond the basics of using Excel’s Record Macro feature from Excel expert David Ringstrom, CPA as he takes you beyond the basics of using. He shows you how to enhance the code you’ve created with the Record Macro feature by adding error-handling functions, decision-making capabilities, and interactive features. In addition, David presents techniques, features, and keyboard shortcuts that will help you eliminate repetitive tasks and become more proficient utilizing Excel macros.

Major topics covered in this online CPE session:

  • Discovering how to enable the Developer menu in Excel 2007 and later.
  • Gaining an understanding of Excel’s Goal Seek feature, which is useful in simplifying what-if analyses.
  • Learning how to playback macros you’ve recorded so as to eliminate repetitive or tedious tasks.
  • Using form controls to simplify data entry as well as control the input of other users.
  • Understanding the nuances of assigning keyboard shortcuts to macros in Excel to avoid superseding shortcuts for built-in features.
  • Learning what to do if a Debug prompt appears.
  • Adding error-handling features to Excel macros to compensate for unexpected or missing data entry inputs.
  • Bypassing filter drop-down lists by filtering based on cell contents with a single keystroke or mouse click.
  • Learning the nuances of the Excel Macro-Enabled Workbook in versions 2007 and later.

Learning Objectives

  • To define how to adjust Excel’s macro security settings.
  • To recognize which rows in a spreadsheet are affected when you filter data.
  • To demonstrate an enhanced understanding of Visual Basic for Applications (VBA) macros.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 4 General Credit Eligible
Chartered Professional Accountant in Canada 2 CPD Eligible
Certified Internal Auditors (CIA) 2 CPE Eligible
Certified Management Accountants (CMA) 2 CPE Eligible
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Maryland Tax Preparer (MRTP) 2 CE Approved
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more
David Ringstrom

President
EXCEL Accountant

Sep 13th, 2021

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Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com



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