Master Excel: Spreadsheet Internal Controls

Recorded Webinar | David H. Ringstrom | From: Jan 26, 2021 - To: Dec 31, 2021

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Recording
   $229  
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   $249  
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   $389  
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   $229  
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   $379  
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Excel expert David Ringstrom, CPA, shows you how to implement internal control features within your Excel spreadsheets in this enlightening presentation. David uses a simple invoice form as a teaching aid to present various ways to control users' actions within Excel spreadsheets and to protect worksheets and workbooks from unauthorized changes. David demonstrates every technique at least twice first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He'll draw to your attention any differences in Excel 2013, 2010, or 2007 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 session.

Areas Covered in the Session:-

  • Using Conditional Formatting to identify unlocked cells into which data can be entered
  • Utilizing Data Validation to limit percentages entered in a cell to a specific range of values
  • Improving the integrity of spreadsheets with Excel's VLOOKUP function
  • Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut
  • Future-proofing VLOOKUP by using Excel's Table feature versus referencing static ranges
  • Preserving key formulas using hide and protect features
  • Making it harder for a user to circumvent data validation and easy for you to identify when someone has attempted to do so

Why you should Attend:- 

Practitioners who wish to learn how to implement internal control features within their Excel spreadsheets in order to prevent unauthorized changes from being made by other users.

  • Discover how to use lookup formulas to find and access data automatically from lists
  • Apply Excel's Table feature to future-proof elements of your spreadsheet.
  • Define how to use Excel's Data Validation feature to restrict data entry to a list of permissible choices
  • Learn a custom shortcut for toggling the Locked status of a worksheet cell on or off
  • Understand how to preserve key formulas
  • Learn which Excel feature allows you to identify unlocked cells into which data can be entered
  • Learn a variety of ways to control users' actions within Excel spreadsheets and to protect worksheets and workbooks from unauthorized changes

Who Will Benefit:-

  • Accountants
  • CPA's
  • CFO's
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel

David H. Ringstrom

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel. His comprehensive yet easy to understand presentations cover Excel 2016, 2013, 2010, and 2007. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

Training Providers Currently Offering David’s Coursework Allinial Global American Institute of Continuing Professional Education AtoZ Compliance Aurora Training Advantage Avant Resources Clear Law Institute Compliance Global Compliance Online Compliance4All ComplianceIQ CPAselfstudy.com CPA Training Center CPEcredit.com CPE Link CPE Suite Excel University FER CPE Greg Souther Bank Webinars Lawline Learn Signal National Association of Certified Valuators and Analysts (NACVA) Online Compliance Panel ProBeta Training Proformative Skill Educators StudentsExcel.com Total Training Solutions Western CPE Published Writing Idiot’s Guides: Introductory Accounting (coauthor) AccountingWeb (staff writer) Sleeter Report (blog columnist) Microsoft’s Professional Accountants’ Network The Successful California Accountant New Jersey Society of CPAs Microsoft Office and VBA Developer Microsoft Small Business Accounting Inside Lotus 1-2-3 Inside Quattro Pro Inside FileMaker Pro Inside Peachtree Inside QuickBooks Technical Editing David has served as the technical editor of more than 34 books—many in the For Dummies series—including: QuickBooks Simple Start for Dummies QuickBooks for Dummies QuickBooks All-in-One Desk Reference for Dummies Quicken for Dummies Quicken All-in-One Desk Reference for Dummies Peachtree for Dummies com for Dummies Public Speaking American Woman’s Society of Certified Public Accountants Atlanta Chapter Avant Resources CPEcredit.com CPE Link Eli Research Georgia Government Finance Officers Association Georgia Society of CPAs, North Perimeter Chapter Georgia Society of CPAs, Southeastern Accounting Show Georgia Tech’s Center for Manufacturing Information Technology South Carolina Society of CPAs Professional Memberships Member: American Institute of Certified Public Accountants Member: Georgia Society of Certified Public Accountants (GSCPA) Former Member: GSCPA Budget Committee Former Member: GSPCA Executive Committee, Information Technology Former Member: GSCPA Information Technology Committee Former Member: Georgia Tech Economic Development Institute Information Technology Advisory Committee Education and Military Service Georgia State University, Bachelor of Business Administration in Accounting United States Navy: 1983–1986, USS Nicholas (FFG-47)