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Excel Automation 101-Reduce your manual process by adapting macros

The definitive guide to become an excel pro

  • Price

    $49

  • Total Credits

    4 Credit

Excel Automation 101-Reduce your manual process by adapting macros

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

  • 4 CPD Credit for all CPA (CA)
  • 4 CPE Credit for all CIA
  • 4 CPE Credit for all CMA
  • 4 CPE Credit of Computer Software and Applications for CPA (US)
  • 4 CE Credit for all Maryland Tax Preparer

Speakers

David Ringstrom

David Ringstrom

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

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Session Details

David Ringstrom
David Ringstrom

CPA (US)

Date

Sep 13th, 2021

Time

12:00 PM – 02:00 PM
2 Credits

Intro to macros in-depth

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.
  • 2 CPD credit of for all CPA (CA)
  • 2 CPE credit of for all CIA
  • 2 CPE credit of for all CMA
  • 2 CPE credit of Computer Software and Applications for all CPA (US)
  • 2 CE credit of for all Maryland Tax Preparer

Subject Area:

Computer Software and Applications

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

David Ringstrom
David Ringstrom

CPA (US)

Date

Sep 13th, 2021

Time

02:00 PM – 04:00 PM
2 Credits

Getting the most out of macros

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.
  • 2 CPD credit of for all CPA (CA)
  • 2 CPE credit of for all CIA
  • 2 CPE credit of for all CMA
  • 2 CPE credit of Computer Software and Applications for all CPA (US)
  • 2 CE credit of for all Maryland Tax Preparer

Subject Area:

Computer Software and Applications

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Frequently Asked Questions

This is a virtual event and shall be held on Zoom Application. The handout material for each session shall be available for download on the conference/workshop detail page.

Virtual conference with myCPE 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.

The duration of this event can be seen below its title. The credits for this conference/workshop are also mentioned below the title.

The Specific Takeaways and the purpose of this event is mentioned in the ‘Overview’ and ‘Session Details’. Additionally, by attending a Live Virtual Event you can experience the interactivity equivalent to an in-person conference without having to leave your screens or risk your lives especially post pandemic situations. Nevertheless, bulk CPE/CE is an icing on the cake.

myCPE 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)
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  • 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.

A live virtual event enables remote participants to access live, interactive networking opportunities and content through their computers/other digital devices, no matter where they are located. These events can be conducted in multiple formats;

Conference: A virtual conference is an activity, organised in a way that participants can meet and discuss themes of common interest through the use of communication tools at a central location on the Internet

Workshop: A workshop is not very different from a conference. The key point that makes a workshop unique is that it is a brief intensive educational program for a relatively small group of people that focuses especially on techniques and skills in a particular field.

The myCPE 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.

You can cancel your registration for a premium conference/workshop at any time before the start of the event. Upon successful cancellation the entire amount shall be credited to your myCPE wallet within 24-48 working hours. The balance in your myCPE wallet can be used to register for premium live webinars, premium self-study webinars, myCPE package courses or any other future virtual conference/workshop.

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myCPE recommends that you verify if your digital device is compatible with the ZOOM software prior to attending the live events on myCPE (www.my-cpe.com)

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Once you complete the evaluation form, you will receive an email with your credit certificates and the same shall also be available in your myCPE account under the 'My Certificates' tab. The link in the certificate email is for downloading the certificates. If the event qualifies for multiple certificates, each certificate will be available for download

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

Yes, each live virtual conference/workshop shall be recorded and the recording of the same can be made available to on request. However, the recording shall not be eligible for continuing education credits.

If you’re a new user, you will have to sign-up at www.my-cpe.com to register for a virtual event. Click Here for a free sign up to myCPE. If you’re an existing user, you need to log in to your myCPE account.

Once you’re logged into your myCPE account, you can click on the ‘Virtual Event’ tab, scroll down to view the upcoming Virtual Events. There is a Register Button on each event detail page. Once you click on REGISTER, you will receive a prompt pop up that you have registered for the event. If it is a premium event then you will first be redirected to the payment page and after paying the amount you will receive a prompt pop up that you have registered for the event.

You can cancel your registration to any event from your myCPE account. Look under My Virtual Events >Upcoming Events. Simply click “Cancel Event” against the event that you do not wish to attend. If you cancel your registration for any paid event, the amount shall be credited in your myCPE wallet within 24-48 hours.