Excel Skills for Accountants - 2 Part Series (Basic & Advanced) Webinar

Included Webinars

Excel Skills for Accountants – Part 1 (Basic)

Excel Skills for Accountants – Part 2 (Advanced)

Series Details

Excel Skills for Accountants – Part 1 (Basic)

March 20, 2023, 2:30 pm EDT

In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve their goals.

What You’ll Learn

  • 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


Skills for Accountants – Part 2 (Advanced)

March 31, 2023, 11:00 am EDT

The presentation leads off with disaster recovery techniques, followed by using lookup functions such as VLOOKUP, MATCH/INDEX, and XLOOKUP. The presentation then moves on to using Power Query to automate report clean-up and analysis, and then finishes out with using Excel’s Solver feature to identify two or more transaction amounts that add up to a specific total.

What You’ll Learn

  • Accessing files closed without saving as well as interim back-ups Excel makes while you’re working in a workbook
  • Contrasting the INDEX and MATCH combination to VLOOKUP or HLOOKUP
  • Diagnosing #N/A errors that arise when numbers are stored as text or when text contains extraneous spaces
  • Enabling a workbook-specific setting that will create an automatic back-up of critical workbooks
  • Enabling Excel’s Solver add-in for more complex what-if analyses
  • Exploring the XLOOKUP worksheet function in Excel 2021 and Microsoft 365
  • Filtering cleaned-up accounts receivable aging report to display only overdue amounts
  • Looking up data to the left or right of a given column with XLOOKUP
  • Managing data security prompts that may appear when you link external data into Excel spreadsheets
  • Matching on two or more columns of criteria at once with XLOOKUP
  • Summing results from multiple columns with a single XLOOKUP function nested within a SUM function
  • Tweaking Excel’s AutoRecover settings to raise the odds of recovering your work after an Excel crash

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


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 End Date Delivery Type Delivery Option Instructor / Location Price
Excel Skills for Accountants - 2 Part Series (Basic & Advanced) Webinar .25 Any Any Any Webinar On-Demand David Ringstrom $509.00 Register Now
Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
Delivery Options

Webinars for Banks and Credit Unions

Live Webinar:

INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar 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 phone for the audio. You can type and send your questions to the instructor.  And don’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!

Live Plus Twelve Months OnDemand Playback:

With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link 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 link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

Live, Twelve Months OnDemand Playback PLUS Digital Download:

By adding the Digital Download to your order, you will be adding access to make the webinar part of your training library.  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 as well.  Access to the Digital Download is for the life of your library.

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