Financial Reporting Tips and Tricks in Excel

Duration 60 Mins
Level Intermediate
Webinar ID IQW21D0406

  • Recognize which menu option on Excel’s File menu enable you to search for free spreadsheet templates.
  • Identify the chart type in Excel 2016 and later that is particularly suited to presenting financial statements in chart form.
  • State the default file extension for chart templates.

Overview of the webinar

Financial reporting is often rife with repetitive tasks and carries the risk of misstated numbers. In this webcast, Excel expert David Ringstrom, CPA, will show you ways to create an utilize financial reporting templates, both as workbooks and worksheets, that you can use as clean slates. You’ll also see how to create financial reports from a general ledger report by way of using pivot tables. You can then filter the pivot table with both the Slicer and Timeline features. Each month you’ll simply save over the existing general ledger report and your spreadsheet-based reports will update automatically.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly 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.

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?

  • Using Power Query to extract data from text files, accounting software, and other data sources
  • Adding rows to a blank pivot table to create instant reports
  • Applying a consistent look and feel to your charts by way of chart templates
  • Combining the VLOOKUP and MATCH functions to summarize income statement data for use in a waterfall chart
  • Enlivening staid lists of numbers with the Data Bars conditional formatting
  • Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature
  • Filtering data within pivot tables based upon date ranges in Excel 2013 and later by way of the Timeline feature
  • Filtering pivot tables to show fewer columns and/or rows of data
  • Illustrating financial statements with the Waterfall chart in Excel 2016 and later
  • Illustrating numbers within a list by using the Icon Sets conditional formatting

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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