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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Program
Content:
Excel
expert David Ringstrom, CPA, shares a variety of tricks and techniques you
can use to improve the integrity of your Excel spreadsheets during this
live presentation. You'll also discover methods for auditing the
spreadsheets created by others.
David
covers several Excel features, including hiding and protecting formulas,
the Conditional Formatting feature, the Table feature, the Data Validation
feature, and the Custom Views feature. In addition, he explains how to:
- Perform dual lookups.
- Sum disparate sections of a spreadsheet.
- Toggle the Locked status of a worksheet cell.
- Preserve key formulas.
- Color-code your data, identify duplicates, and
apply icons . . . and more.
David
typically demonstrates techniques from the version of Excel used by the majority
of attendees. This means he uses Excel 2010, 2013, or 2016 to demonstrate
techniques, but his detailed handouts identify differences in Excel 2007,
2010, 2013, and 2016 when needed.
His
webcasts are fast-paced, and attendees often are surprised at the amount of
ground he covers in a session. He welcomes participants' questions, so come
ready to pick his brain. David's detailed handouts, with numbered steps,
serve as reference material you can utilize going forward. He also provides
an Excel workbook that includes most of the examples he uses during the
webcast.
What
You Will Learn:
- Get a jump start on spreadsheet projects by using
free, prebuilt templates in Excel.
- Learn a simple design technique that greatly
improves the integrity of Excel's SUM function.
- Quickly sum disparate sections of a spreadsheet
with the SUBTOTAL function.
- Improve the integrity of spreadsheets with Excel's
VLOOKUP function.
- Future-proof VLOOKUP by using Excel's Table feature
versus referencing static ranges.
- Perform dual lookups, which allow you to look
across columns and down rows to cross-reference the data you need.
- Use the SUMIF function to summarize data based on a
single criterion.
- Use Excel's OFFSET function to dynamically
reference data from one or more accounting periods.
- Compare the IFNA, IFERROR, and ISERROR functions
and learn which versions of Excel support these worksheet functions.
- Preserve key formulas using hide and protect
features.
- Toggle the Locked status of a worksheet cell on or
off by way of a custom shortcut.
- Use Conditional Formatting to identify unlocked
cells into which data can be entered.
- Use Conditional Formatting to color-code your data,
identify duplicates, and apply icons.
- Discover techniques that automatically provide
fallback positions in the event you need to see an earlier version of
your spreadsheet.
- Apply techniques and features that will improve the
integrity of your Excel spreadsheets.
- Define how to preserve key formulas using hide and
protect features
- Identify how to use the SUMIF function to summarize
data based on a single criterion.
Who
Should Attend?:
Practitioners
who may benefit from improving the integrity of their Excel spreadsheets
and boost their efficiency while doing so. Please forward email to appropriate person(s).
Instructor:
David
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).
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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