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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
In this
comprehensive webinar, Excel expert David Ringstrom, CPA, teaches you how
many Excel functions and features can be used to create adaptable and
easy-to-maintain budget spreadsheets. David explains how to separate inputs
from calculations, build out a separate calculations spreadsheet, create
both an operating and a cash flow budget, transform filtering tasks,
preserve key formulas, and more.
David
demonstrates every technique at least twice: first, on a PowerPoint slide
with numbered steps, and second, in the subscription-based 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.
Covered
Topics:
- Going beyond simple rounding with the ROUNDUP and
ROUNDDOWN worksheet functions.
- Learning how the Table feature allows you to
transform filtering tasks.
- Employing the SUMIF function to add up values
related to multiple instances of criteria that you specify.
- Using range names to streamline formulas and
bookmark key inputs within a workbook.
- Using the SUMIF function to summarize data based on
a single criterion.
- Avoiding the complexity of nested IF statements
with Excel’s CHOOSE function.
- Improving the integrity of spreadsheets with
Excel’s VLOOKUP function.
- Preserving key formulas using hide and protect
features.
- Comparing and contrasting IFNA, IFERROR, and
ISERROR functions and learning which versions of Excel support these
worksheet functions.
Who
Should Attend?:
Practitioners
seeking to build budget spreadsheets that can be updated effortlessly and
contain easy-to-follow supporting calculations. Please forward email to appropriate
person(s).
Instructor:
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.
To learn more about David, you can view his LinkedIn profile and follow him
on Facebook or Twitter (@excelwriter).
“The
webinar is packed with a lot of great information. The presentation is
excellent – detailed and comprehensive. I’m glad we also purchased the 6
month “on-demand” access. I’ll need to work with some of these functions
for a few weeks and then go back and listen again to make sure I fully
understand them.” — Wendy Reiter, VP & Controller, The Bank of Canton
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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