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Course Description

Many accounting professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their spreadsheets. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve those goals. Step-by-step, David demonstrates and explains alternatives to Excel's SUM function, including conditional summing; a better alternative to manually hiding/unhiding rows and columns; automating repetitive tasks by way of Excel's Table feature, contrasting the Table feature with Data Tables, and ways to repair damaged Excel workbooks.

Excel expert David Ringstrom, CPA, 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.

Who should attend: Professionals seeking to use Microsoft Excel more effectively.

This Excel CPE webinar covers key topics:

Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
Using the SUM function to drill through two or more worksheets.
Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
Insert totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
Unearthing the key step in being able to format subtotaled cells without affecting hidden rows.
Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
Using the Group command to interactively hide/unhide columns (and/or rows) within Excel worksheets.
Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
Customizing table styles in Excel.
Managing cumbersome lists of data using the Table feature.
Streamlining the filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
Removing the Table feature from a worksheet if it’s no longer needed.
Avoiding the need to write repetitive formulas using Excel’s Data Table feature.
Learning what steps to take if you can’t open a damaged workbook.

Key Takeaways

To define the argument within Excel's SUBTOTAL function that sums columns or rows.
To identify which versions of Excel permit using slicers with both tables and pivot tables.
To demonstrate knowledge of the Open and Repair command in Microsoft Excel.

Suitable For

CPA (Practice)
Accountant
CPA - Small Firm
CPA - Mid Size Firm
Accounting Firm
Young CPA
CPA in Business
Entrepreneurial CPA
Accounting Practice Owners
Accounting Managers

Qualifies For

1 CPE credit of Accounting for all CPAs

FAQ

Excel Accountant Courses are online.
The self-study webinar format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

Excel Accountant division of 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.

David Ringstrom, CPAChartered Professional Accoutants

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
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 around 175 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'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 m

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
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 around 175 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'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. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

ore. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

4.4

Average Rating

60%

20%

Amanda Nelson Sep 10th, 2024

: )

Manveer Singh Jun 16th, 2024

Good

SHERRI HODNETT Apr 26th, 2024

I really like these classes.

Frances Sessoms Sep 19th, 2024

Helpful :)

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Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.4

Amanda Nelson Sep 10th, 2024

Manveer Singh Jun 16th, 2024

SHERRI HODNETT Apr 26th, 2024

Frances Sessoms Sep 19th, 2024

Danielle Klavik Jun 19th, 2024

Details

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SIGN UP to view the video

Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.4

Amanda Nelson Sep 10th, 2024

Manveer Singh Jun 16th, 2024

SHERRI HODNETT Apr 26th, 2024

Frances Sessoms Sep 19th, 2024

Danielle Klavik Jun 19th, 2024

Details

Popular Category

Excel Courses

Building Resilient Budget Spreadsheets

Minimizing Errors within Excel Spreadsheets

Automating Excel-based Financial Statements

Introduction to Excel Macros Part 1

Introduction to Excel Macros Part 2

Introduction to Pivot Tables in Excel

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