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Mastering Excel: Error-Free Spreadsheets
- Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function
- Removing Conditional Formatting when it’s no longer needed within a spreadsheet
- Using Conditional Formatting to identify unlocked cells into which data can be entered
- Learning a simple design technique that greatly improves the integrity of Excel’s SUM function
- Improving the integrity of spreadsheets with Excel’s VLOOKUP function
- Mastering the IFERROR function to display alternate values in lieu of a # sign error
- Toggling the Locked status of a worksheet cell on or off by way of a custom shortcut
- Building resilience into spreadsheets by avoiding daisy-chained formulas
- Using range names to streamline formulas and bookmark key inputs within a workbook
- Preserving key formulas using hide and protect features
- Performing dual lookups, which allow you to look across columns and down rows to cross-reference the data you need
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify
Overview of the webinar
David Ringstrom, CPA, shares a variety of tricks and techniques you can use to improve the integrity of your Excel spreadsheets as well as audit the spreadsheets created by others. In this empowering session, he presents simple ways to prevent errors from being introduced into your Excel workbooks.
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?
Practitioners who may benefit from improving the integrity of their Excel spreadsheets and boost their efficiency while doing so. This webinar will also be beneficial for:
- Accountants
- CPAs
- CEO's / CFO's / CTO's
- Controllers
- Excel User
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Marketers
- Government Personnel
Why should you attend?
The Learning Objectives are:
- Apply Data Validation to document input cells and enforce data integrity
- State how to hide and unhide multiple worksheets with a single command
- Apply Conditional Formatting to identify unlocked cells into which data can be entered
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.