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Course Description

Excel expert David Ringstrom, CPA, begins with a brief discussion of the IF function and then takes you step-by-step beyond the basics. David explains what can go awry with the IF function and ways to improve the integrity of decision-making formulas. David shares alternatives to the IF function, including IFS, CHOOSE, VLOOKUP, SUMIF, and several other worksheet functions. The presentation also explores techniques useful in verifying that formulas such as nested IF statements are working properly.

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.

Who should attend:

Practitioners who would benefit by learning more about Excel’s logical functions and decision-making formulas.

Topics covered:

Facilitating decision making within Excel formulas by way of the IF function.
Testing for two or more alternate conditions by way of the OR function.
Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
Auditing portions of a formula by using the F9 key to temporarily convert part of a formula to a value.
Stepping through formulas in slow motion with the Evaluate Formulas feature.
Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
Testing for a single condition among two or more that returns TRUE by way of Excel’s XOR function.
Employing the ISERROR function to determine if a formula returns a # sign error as the basis for triggering alternate calculations.
Mastering the IFERROR function to display alternate values in lieu of a # sign error.
Streamlining the decision-making process with the IFS function in Office 365.
Discovering the range of IS functions that can be used within IF statements to test for various conditions within a worksheet.
Understanding when you might wish to use ISERROR or ISNA instead of IFERROR.

Key Takeaways

Identify the worksheet function that enables you to determine whether at least one logical test returns TRUE?
Define the purpose of Excel's IFERROR worksheet function.
Name what the SUMIFS function returns if a match cannot be found.

Suitable For

Tax Attorney
Tax Practitioners
Accountant
CPA - Small Firm
CPA - Mid Size Firm
CPA (Industry)
Tax Firm
Young CPA
CPA in Business
Entrepreneurial CPA
Tax Accountant (Industry)
Tax Director (Industry)
Senior Accountant
Entrepreneurial Accountant
Tax Managers
Tax Preparer
Staff of Accounting Firm
CPA & CPA staff at all levels
Certified Fraud Examiner
Payroll Compliance Practitioner
Certified Payroll Manager
Certified Senior Advisor
Certified Financial Planner
Certified Professional Bookkeeper
Certified Valuation Analyst
Certified Information Technology Professionals
Certified Financial Forensics

Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs
2 CPD credit of Canadian 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

4.6

Average Rating

72%

20%

Andrea Garvin Sep 6th, 2024

great

Michael Suthers Oct 27th, 2023

Picked up some good tips.

Kelly Chiang Jul 10th, 2023

Wonderful!

Soraya Narine , CPA, CIA May 19th, 2023

THIS COURSE IS INSTRUMENTAL IN UNDERSTANDING HOW TO COMPOSE SIMPLE AND COMPLEX ARGUMENTS WITHOUT WRITING A MACRO

Melody Burch , CPA Oct 11th, 2022

Great information!

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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

4.6

Andrea Garvin Sep 6th, 2024

Michael Suthers Oct 27th, 2023

Kelly Chiang Jul 10th, 2023

Soraya Narine , CPA, CIA May 19th, 2023

Melody Burch , CPA Oct 11th, 2022

Details

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Decision Making with Excel Logic Functions

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

4.6

Andrea Garvin Sep 6th, 2024

Michael Suthers Oct 27th, 2023

Kelly Chiang Jul 10th, 2023

Soraya Narine , CPA, CIA May 19th, 2023

Melody Burch , CPA Oct 11th, 2022

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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