Mastering Excel: Building Practical and Dynamic Budget Spreadsheets

On-Demand Schedule Mon, June 01, 2020 - Mon, June 08, 2020
Duration 90 Mins
Level Basic & Intermediate & Advanced
Webinar ID IQW19L1237

  • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function
  • Building formulas faster by way of the Use in Formula command
  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail
  • Crafting formulas to compute gross margins, projected sales, commissions, and related amounts
  • Employing the Name Manager feature to make corrections to range names or store notes about assumptions
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify
  • Improving the integrity of budget spreadsheets by isolating all inputs to a single worksheet
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
  • Preserving key formulas using hide and protect features
  • Protecting sensitive information by hiding formulas within an Excel workbook
  • Understanding why it’s worthwhile to build out supporting schedules to break down calculations used in budgets

Overview of the webinar

Excel expert David Ringstrom will show you step-by-step how to create resilient and easy-to-use budget spreadsheets in this comprehensive webcast. He explains helpful techniques, including how to streamline formula writing, preserve key formulas, separate inputs from calculations, and create both operating and cash flow budgets. He also covers a variety of Excel functions and features you can implement to easily update your budget spreadsheets.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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.

Office 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.

Who should attend?

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

Why should you attend?

  • Apply and isolate all user entries to an inputs worksheet and protect all calculations and budget schedules on additional worksheets
  • Recall how to use range names and the Table feature to create resilient and easy-to-maintain spreadsheets
  • Calculate borrowings from, and repayments toward, a working capital line of credit

Faculty - Mr. David H. Ringstrom, CPA

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 2019, 2016, 2013, and 2010. 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.

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