Basic Excel Skills for Accountants Webinar

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.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly 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.

Covered Topics

  • Avoiding creating spreadsheets from scratch: use prebuilt templates or create your own.
  • Avoiding the need to write repetitive formulas using Excel’s Data Table feature.
  • Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
  • Eliminating the need to manually resize charts when data is added—automate this with tables instead.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Improving the integrity of pivot tables by utilizing the Table feature in Excel.
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
  • Jump-starting spreadsheet projects using free, prebuilt templates in Excel.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Learning what steps to take if you can’t open a damaged workbook.
  • Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions.

Who Should Attend?

Professionals seeking to use Microsoft Excel more effectively.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Instructor

David Ringstrom
David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience.... read more.

Course Title Credits Start Date Start Time Delivery Type Delivery Option Instructor / Location Price
Basic Excel Skills for Accountants Webinar .25 03/09/2022 2:30pm Webinar Live Webinar David Ringstrom $265.00 Register Now
Basic Excel Skills for Accountants Webinar .25 03/09/2022 Any Webinar Live, On-Demand, CD-ROM David Ringstrom $395.00 Register Now
Basic Excel Skills for Accountants Webinar .25 03/09/2022 Any Webinar CD-ROM Video Recording David Ringstrom $345.00 Register Now
Basic Excel Skills for Accountants Webinar .25 03/09/2022 Any Webinar Live and On-Demand David Ringstrom $365.00 Register Now
Basic Excel Skills for Accountants Webinar .25 03/09/2022 Any Webinar Six Month On-Demand Recording David Ringstrom $295.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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