10 Productive Excel Features for Accountants (and 3 Timewasters) Recorded Webinar | David H. Ringstrom | From: Mar 30, 2021 - To: Dec 31, 2021 |
In this presentation Excel expert David H. Ringstrom, CPA cherry-picks 10 of the best features in Excel that can make accountants more productive. He’ll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You’ll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel’s Custom Views feature to enable you to hide/unhide multiple worksheets at once. You’ll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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.
Microsoft 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.
Learning Objectives:-
Why Should You Attend?
Who Should Attend?
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)
