Many accounting professionals underutilize Excel’s robust features, often relying on manual processes that increase the risk of error and consume valuable time. In this comprehensive and engaging webinar, Excel expert David Ringstrom, CPA, demystifies the practical tools within Excel that can help accounting professionals streamline spreadsheet tasks, improve data accuracy, and work more efficiently. Using real-world examples, this session focuses on Excel fundamentals that support stronger and more reliable spreadsheet processes in everyday accounting work.
To reinforce learning, David demonstrates each technique twice. He first uses easy-to-follow PowerPoint slides with numbered steps and then shows the same process live in the Microsoft 365 version of Excel. He also highlights key differences in earlier versions, including Excel 2021, 2019, 2016, and prior releases, so attendees can apply what they learn regardless of their software version. Participants will also receive detailed handouts and a downloadable workbook featuring all examples from the presentation for convenient reference after the webinar.
Areas Covered:-
- Avoiding the need to create spreadsheets from scratch by using prebuilt templates or creating your own
- Eliminating repetitive formulas by using Excel’s Data Table feature
- Comparing Excel’s AGGREGATE function with the SUBTOTAL function
- Automating chart resizing by leveraging Excel tables
- Using the SUMIF function to total values based on specified criteria
- Enhancing the accuracy of pivot tables with Excel’s Table feature
- Quickly inserting totals in lists with Excel’s Subtotal tool
- Jump-starting new projects with free, built-in Excel templates
- Applying design techniques to improve the reliability of the SUM function
- Understanding how Excel Tables strengthen spreadsheet structure
- Recovering from damaged workbooks and knowing what steps to take
- Using the Quick Access Toolbar to filter data with a keystroke instead of multiple clicks
Why Should You Attend?
- Define the argument within Excel’s SUBTOTAL function that sums columns or rows.
- Identify which versions of Excel permit using slicers with both tables and pivot tables.
- Identify the command used to activate Quick Access Toolbar shortcuts.
By attending, you will gain practical, immediately usable Excel knowledge that can help you work faster, reduce spreadsheet errors, and improve the integrity of your accounting data. This webinar is especially valuable for professionals looking to strengthen spreadsheet efficiency with techniques they can apply right away.
You will leave this session with actionable knowledge to increase the speed, accuracy, and integrity of your spreadsheet work. This will help you save time and reduce costly errors in your accounting tasks.
Who Should Attend?
- Accountants
- Accounting Professionals
- CPAs
- Financial Analysts
- Controllers
- CFOs
- Bookkeepers
- Payroll Professionals
- Tax Professionals
- Auditors
- Finance Managers
- Business Analysts
- Office Managers
- Administrative Professionals
- Data Analysts
- Accounts Payable Professionals
- Accounts Receivable Professionals
- Excel Users
- Operations Managers
- Compliance Professionals.
Order Now!
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. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.
