Basic Excel Skills for Accountants

Live Webinar or Recording

May 20, 2024, 2:00 pm - 3:40 pm Eastern

Credit: CPE: 2, ATATX: 1.5 (Live Only)

Many accounting professionals are unaware of Excel’s many features and functions they can implement to improve the accuracy and efficiency of their spreadsheets. In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve those goals. Step-by-step, David demonstrates and explains: 

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 (2021, 2019, 2016 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.

Topics typically covered:

• Avoiding creating spreadsheets from scratch: use prebuilt templates or create your own. 
• Avoiding the need to write repetitive formulas using Excel’s Data Table feature. 
• Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel. 
• Eliminating the need to manually resize charts when data is added—automate this with tables instead. 
• Employing the SUMIF function to sum values related to multiple instances of criteria you specify. 
• Improving the integrity of pivot tables by utilizing the Table feature in Excel. 
• Inserting totals into lists with a few mouse clicks by way of Excel’s Subtotal feature.
• Jump-starting spreadsheet projects using free, prebuilt templates in Excel. 
• Learning a simple design technique that greatly improves the integrity of Excel’s SUM function. 
• Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
• Learning what steps to take if you can’t open a damaged workbook.
• Leveraging Excel’s Quick Access Toolbar to create a shortcut that enables you to filter lists with a keystroke instead of multiple mouse actions.

Learning objectives:

• 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 that you use to active Quick Access Toolbar shortcuts.

Guest Speaker: David H. Ringstrom, CPA - Accounting Advisors Inc.

Level: Basic

Format: Live Webcast

Field of Study: Computer Software & Applications

Aurora Training Advantage is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For more information regarding administrative policies such as complaint and refund, and cancellation please contact our offices at 407-542-4317 or [email protected].

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.

Event Venue

Online