Filters Sort results
Reset Apply
Are you Ready to elevate your accounting game and streamline your financial and accounting operations? In a age where automation, AI, technology, and ingenious frauds are common place, everyone needs to be on their toes whether you work in, manage, or simply have responsibility for the accounts payable function. In this fast paced section we not only review the processes from the best practices stand point we investigate the new challenges of technology, AI, new regulatory issues, fraud, and their impact facing every organization today.Topics:Verifying Invoices Avoiding OverpaymentFraud Protection Regulatory Issues - IRS, FinCENInternal Controls Identifying FraudstersParticipants have 1 year from the date of purchase/enrollment to complete this courseCPE Prime 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.orgOur Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Many accounting professionals are unaware of Excel features and functions that improve spreadsheet accuracy and efficiency. In this presentation, author and Excel expert David Ringstrom, CPA, contrasts the SUM, SUBTOTAL, SUMIF, and SUMIFS functions, along with the Subtotal feature. You'll also learn how to use the Table feature to streamline sifting through lists of data, create self-expanding charts, and PivotTables that have much better integrity.Topics covered:• Inserting totals into lists using the Subtotal feature. • Filtering without filter buttons.• Using the Table feature to improve spreadsheet integrity.• Toggling cell lock status with a custom shortcut.• Creating a filter shortcut on the Quick Access Toolbar.• Using SUMIF to total values based on a single condition.• Avoiding repeated formulas using the Data Table feature.• Preserving formulas using hide and protect options.• Filtering tables quickly using the Slicer feature.• Collapsing or expanding worksheet columns or rows with the Group command.• Formatting subtotals without affecting hidden rows.• Using the SUM function to drill through multiple worksheets.Learning objectives:• Select the formula that would drill through multiple sheets to add up a cell as well as automatically include any new sheets added later.• Recall the menu in Excel where the Table feature resides.• Recognize valid filtering options in Excel.To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this session, author and Excel expert David Ringstrom, CPA, shares techniques you can use to verify the integrity of even the most complicated Excel workbooks. Features covered include Show Formulas, Evaluate Formulas, Trace Precedents, and the FORMULATEXT function. David will contrast editing traditional formulas with dynamic array formulas in Excel 2021 and Excel for Microsoft 365 and writing formulas by using structured references.Topics typically covered:• Utilizing the Error Checking command to locate cells that contain errors within a worksheet.• Identifying other cells a formula relies on by way of the Trace Precedents feature.• Transforming cell references into range names by way of the Apply Range Names to Formulas command.• Utilizing keyboard shortcuts to identify precedent and dependent worksheet cells.• Displaying all formulas in a worksheet at once with the Show Formulas feature.Learning objectives:• Identify which menu in Excel contains the command that launches Insert Function dialog box.• Recall keyboard shortcuts used to trace formula precedents and dependents in Microsoft Excel.• State what the FORMULATEXT displays when you reference a cell that does not contain a formula.To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through various payroll-related Excel techniques. Topics covered include contrasting using Flash Fill versus the TEXT function to reformat Social Security Numbers. You'll see how to calculate total payroll and total payroll taxes with the SUMPRODUCT function for data analysis, and understand the nuance of adding up time values in Excel. David will also show how to calculate employee tenure with the DATEDIF function, optimize work schedules with the NETWORKDAYS.INTL function, and applying heat mapping techniques to salary data. He'll also contrast using VLOOKUP in any version of Excel versus XLOOKUP in Excel 2021 and Excel for Microsoft 365 for looking up data from lists. Attendees will gain valuable insights and skills to enhance their Excel proficiency and efficiency.Topics typically covered:• Redacting portions of Social Security numbers by way of Excel’s TEXT worksheet function.• Improving the integrity of Excel PivotTables with the Table feature.• Retrieving values from Excel tables using XLOOKUP with structured references for dynamic, readable formulas.• Using Flash Fill to quickly insert reformat data such as Social Security Numbers, or to split text into columns.• Drilling down into the details behind any amount within a PivotTable with just a double-click.• Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates.• Using the undocumented DATEDIF function in Excel for determining the number of months or years between two dates.• Creating a PivotTable by adding fields to Rows and Values for a quick total.• Removing Conditional Formatting rules when they are no longer needed.• Gleaning the nuances of adding time values together in Microsoft Excel.• Transforming a column of salaries into an instant heat map by way of Excel’s Conditional Formatting feature.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
The Conditional Formatting feature in Excel enables you to draw attention to different aspects of your data by applying on-demand colors, number formatting, and borders. In this presentation author and Excel expert David Ringstrom, CPA, helps you delve into and master the art of conditional formatting. Nuances such as identifying duplicate values, filtering by color or icon, and creating in-cell charts with Data bars will be covered. You'll also see how to create formula-based Conditional Formatting rules.Topics covered:• Highlighting amounts greater than a specified value using Conditional Formatting.• Applying Conditional Formatting to highlight the top ten (or a custom number) of values in a column.• Preserving formulas using hide and protect options.• Formatting cells based on numerical values in a separate column.• Managing multiple Conditional Formatting rules within a worksheet.• Color-coding cells that fall within a specified range.• Using Conditional Formatting to identify unlocked cells for data entry.• Enhancing numerical data visualization with Data Bars in Conditional Formatting.• Identifying and formatting cells that contain specific text.• Creating instant heat maps with the Color Scales Conditional Formatting.• Using a custom number format to hide cell values while displaying Data Bars.• Identifying and highlighting duplicate entries in a list using Conditional Formatting.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this presentation, author and Excel expert David H. Ringstrom, CPA, will delve into the essential features of Excel that enhance collaboration and data integrity, focusing on the concept of an Audit Trail. Attendees will learn how to enable Track Changes to monitor spreadsheet edits, restore workbook sharing, and effectively review changes made by collaborators. David will also explore the Show Changes feature in Excel Online, demonstrate the use of the FORMULATEXT function for better formula management, and introduce the Inquire Add-In available in Enterprise versions of Excel to streamline data analysis and auditing processes. Join us to gain practical insights that will elevate your Excel skills and improve your workflow.Topics typically covered:• Changing the data type for columns of data within the results grid.• Monitor changes in individual cells for up to the last 60 days when viewing a workbook in Excel Online.• Most features and functions work in Excel for Mac as well but expect differences.• Displaying all formulas in a worksheet at once with the Show Formulas feature.• Restoring and utilizing the classic Track Changes feature in Excel.• Protecting a worksheet to ensure users are limited to changing only specific areas of a worksheet.Learning objectives:• State which versions of Excel offer the Inquire add-in.• Recognize Excel's legacy feature that supports accepting or rejecting changes in collaborative editing.• State the purpose of the Protect Sheet command.This course must be completed within one year of enrollment/purchase.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Spreadsheet work can present what seems like unavoidable data entry tasks, but thankfully there are often ways to avoid or at least minimize drudgery. In this presentation author and Excel expert David H. Ringstrom, CPA, empowers you to work smarter rather than harder. You'll learn how to use AI in Excel to convert pictures or PDF into editable data, and to combine or separate data into columns. David will show how to use worksheet functions to transform text, as well as how to use the Text to Speech command to have Excel read your data entry aloud to you so that you can cross-check it efficiently back to the original source.Topics Covered:• Transforming text by way of Excel’s UPPER, LOWER, PROPER, and TRIM functions.• Combining words or other text together by concatenating.• Converting an array or range of cells to a single string of text.• Merging columns within an Excel worksheet together with Power Query.• Separating first/last names into two columns without using formulas or retyping.• Creating an in-cell list by way of Excel’s Data Validation feature.• Double-checking manual inputs easily by having Excel read numbers aloud to you.Learning Objectives:• State which feature in Excel allows you to combine two or more columns together.• State which version(s) of Excel offer the ability to extract data from PDF files by way of Power Query.• State the functionality that the Flash Fill feature offers.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this presentation author and Excel expert David H. Ringstrom, CPA, shows you how to harness the full power of Data Validation to guide data entry and reduce errors in your spreadsheets. David explains how to create standard drop-down lists—including lists for all twelve months and self-expanding lists based on Excel tables—as well as how to craft dependent lists that adapt based on prior selections. You’ll learn how to apply validation for whole numbers, dates, and times, along with techniques for preventing duplicate entries and limiting text length. David also demonstrates how to clarify and extend existing validation rules, apply visual cues with Warning and Information styles, and protect your rules by locking cells or identifying overrides. Throughout, you’ll gain practical strategies for working with and troubleshooting Data Validation like a pro.Topics covered:• Creating named tables that match dropdown choices to enable dependent list validation.• Improving the user experience by adding input messages and custom error prompts to Data Validation drop-down lists• Rewriting data validation input and error messages to eliminate ambiguity.• Limiting the number of characters a user can enter in a worksheet cell.• Adding totals and filters that automatically adjust based on which rows are visible• Restricting users to enter times within a given time window.• Most features and functions work in Excel for Mac as well but expect differences.• Removing data validation from a worksheet when needed.Learning objectives:• Identify a valid input for a cell that has a Data Validation rule permitting decimals between 0 and 18%.• Identify the arguments that correspond to the UNIQUE function.• Recall the worksheet function that works best when limiting Data Validation entries to Less than Or Equal To today's date.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this presentation author and Excel expert David Ringstrom, CPA, shows you how to create and remove duplicate data in Excel. You'll see mouse tricks for quickly duplicating rows, columns, and entire worksheets, as well as duplicating formatting to disparate cells. David will demonstrate the nuances of duplicates when using lookup functions, and how to easily identify duplicate data with the Conditional Formatting feature. You'll also see how to use the Data Validation feature to prevent users from entering duplicate values into specified cells.Topics typically covered:• Removing Conditional Formatting rules when they are no longer needed.• Duplicating columns, rows, or cells within an Excel worksheet.• Resolving situations where data appears more than once within a PivotTable.• Counting occurrences of an item in a list using the COUNTIF function.• Highlighting repeated entries in a list by combining COUNTIF with Conditional Formatting.• Duplicating Excel worksheets in two different ways.• Using Excel’s Advanced Filter feature to identify duplicates within a list.• Removing duplicates from a list with the UNIQUE function in Excel 2021 and later.• Applying formatting to multiple locations within a worksheet by way of the Format Painter feature.Learning objectives:• State which Data Validation Error Alert prevents users from overriding the data validation rule assigned to a cell.• State what SUMIF returns if a match cannot be found.• Identify the arguments that correspond to the UNIQUE function.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Internal controls are required to ensure the integrity of financial and accounting information, promote accountability, and prevent fraud. This course will describe the importance of internal controls and the purpose of audit committee. This course will review the goals for internal controls and discuss the internal control framework used by most companies based in the United States. This course will describe the interrelated components for an effective internal control system. This course will discuss the importance of identifying audit risk. Finally, this course will discuss the difference between control deficiency, significant deficiency and material weakness.To complete this course participants need to: Read the material provided and answer chapter review questions, successfully complete the qualified assessment with a minimum of 70% accuracy to receive your certificate.Upon course completion A course evaluation form is provided for your feedback.Participants have 1 year from the date of purchase/enrollment to complete this courseOur Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Description: This seminar will review situations in which a CPA or accounting professional may have be in danger of being sued. We will cover common law causes of action, such as negligence, and the relevant standards and case law defining what constitutes reasonable practitioner behavior.This course is ideal for lawyers, CPAs, EAs, tax preparers, accountants and insurance personnel.Learning Objectives: By the end of the course, the participant will be able to:1. Define the elements of negligence, the common law cause of action.2. Explain what constitutes reasonable practitioner behavior with reference to practice standards and common law.3. Ascertain how to avoid common pitfalls that could lead to the practitioner being sued. | |
In this presentation author and Excel expert David Ringstrom, CPA, helps you expand your Excel toolbox by comparing the INDEX/MATCH functions to the XLOOKUP worksheet function in Excel 2021 and Excel for Microsoft 365. You'll also see how to transform ugly reports exported from accounting software and other platforms into analysis ready formats by using Power Query. David will also show you how to use Excel's Solver feature to identify the combination of amounts from a list, such as invoices or deposits, that add up to an amount of your choice.Learning Objectives:• State the function number that instructs the SUBTOTAL function to sum a range of numbers.• State the purpose of the column_index_num argument within VLOOKUP.• Specify which ribbon tab the Keep Rows command appears on within the Power Query Editor.To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.Upon course completion a course evaluation form is provided for your feedback.You have 1 year from the time of purchase/enrollment to complete the course.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this presentation, author and Excel expert David H. Ringstrom, CPA will showcase 10 powerful Excel features that can help accountants work more efficiently, including tools like XLOOKUP, SUMIF, PivotTables, and AutoRecover. You’ll see how to streamline tasks by using structured tables, filter data instantly with keyboard shortcuts, and enhance clarity with conditional formatting. David also shares clever ways to simplify your interface—like adding a Clear Filter button—and explains how to recover from common mistakes. To round things out, he’ll reveal three surprisingly time-wasting aspectis of Excel that can hinder productivity rather than help it.Learning Objectives:• State which XLOOKUP argument causes an alternate value to be displayed in lieu of #N/A.• Recall the keystroke that enables you to select two ore more non-adjacent items from a Slicer.• Identify the keystroke that you use to activate Quick Access Toolbar shortcuts.To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.Upon course completion a course evaluation form is provided for your feedback.You have 1 year from the time of purchase/enrollment to complete the course.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
Excel is fraught with nuances, especially when working with dates or times. In this presentation author and Excel expert David H. Ringstrom, CPA covers the gamut of date and time related functions and features in Excel. He'll explain common frustrations that arise when entering dates in Excel spreadsheets, along with date and time keyboard shortcuts. David will compare the nuances of the NOW function versus the TODAY function, along with techniques such as using TEXT to format dates, NETWORKDAYS.INTL to count workdays in a period, and how to work with dates when filtering or using PivotTables.Learning objectives:• Identify which key you can hold down while dragging the Fill Handle to prevent Excel form creating a series and copy the initial cell instead.• Select the arguments for the EOMONTH function in Excel.• State which format code prevents Excel from subtracting entire 24 hour periods when summing two or more time values together.To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.Upon course completion a course evaluation form is provided for your feedback.You have 1 year from the time of purchase/enrollment to complete the course.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this presentation author and Excel expert David Ringstrom, CPA, will empower you to avoid crises in Excel due to program crashes and establish safety nets for your spreadsheets. Learn how to configure AutoRecover settings and enable automatic backups for key workbooks, including the AutoSave feature available in Excel 2021 and Excel for Microsoft 365. Uncover mouse tricks for efficiently duplicating worksheets and explore both worksheet and workbook protection options to prevent unauthorized changes. Gain insights into repairing damaged workbooks, managing temporary files, and utilizing advanced features like undo/redo for multiple steps at once.Learning Objectives:• Recall which keyboard shortcut undoes your last action in Excel.• State the purpose of the Protect Sheet command.• Identify the button within the Scenario Manager dialog box that allows you to create a new scenario.To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.Upon course completion a course evaluation form is provided for your feedback.You have 1 year from the time of purchase/enrollment to complete the course.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through a comprehensive exploration of Excel's formula and error-handling capabilities. You'll gain invaluable insights into tackling common spreadsheet challenges, starting with understanding and resolving merged cell errors and various types of formula errors. David will delve into the evolution of worksheet functions and demonstrate techniques for checking worksheet function compatibility across different Excel versions. Explore the latest Excel 2021 and Excel for Microsoft 365 functions, including the powerful FILTER Function and see how to handle new errors like #SPILL! and #CALC!. Discover the art of using the Error Checking and Trace Error commands, and master using the IFERROR function to minimize intermittent errors. David will also reveal how extraneous spaces can trigger #N/A errors in VLOOKUP and XLOOKUP. You'll also learn how to locate pesky circular references. Don't miss this opportunity to learn disaster recovery and prevention techniques, such as repairing damaged workbooks and deleting temporary files. Join us for this illuminating webinar and enhance your Excel expertise.Learning Objectives:• State what the FORMULATEXT function returns if the cell being referenced does not contain a formula.• Recognize which version(s) of Excel offer the FILTER function.• Identify the argument(s) required by the IFERROR function.To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.Upon course completion a course evaluation form is provided for your feedback.You have 1 year from the time of purchase/enrollment to complete the course.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this presentation, author and Excel expert David H. Ringstrom, CPA, will empower you with techniques that make for efficient spreadsheet design and data analysis. Learn how to streamline your Excel worksheets by placing titles in a single row, thereby eliminating clutter and improving readability. Discover the power of referencing source data cells directly and creating settings tables for easy configuration and review. Enhance your calculations by assigning names to key input cells, writing smarter SUM formulas, and utilizing the SUBTOTAL function to build resilience into your calculations. You'll also master conditional formatting for unlocked cells and learn how to remove it when necessary.Learning Objectives:• Define the arguments for the INDEX worksheet function.• State which section of Excel's File menu enables you to mark a document as trusted.• Recall the area of Excel's Options dialog box that allows you to enable the Solver feature in Excel.To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.Upon course completion a course evaluation form is provided for your feedback.You have 1 year from the time of purchase/enrollment to complete the course.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this presentation, author and Excel expert David Ringstrom, CPA, teaches you how to create resilient and easy-to-maintain budget spreadsheets. David will contrast assigning names to cells, which both simplify formula writing and review, as well as spreadsheet navigation with the Table features, which offers similar benefits. You'll see how the Use In Formula command streamlines formula writing, and how the VLOOKUP, XLOOKUP, and SUMIF functions minimize formula maintenance.Learning Objectives:•••To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.Upon course completion a course evaluation form is provided for your feedback.You have 1 year from the time of purchase/enrollment to complete the course.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this presentation, author and Excel expert David H. Ringstrom, CPA, will demystify some of Excel’s built-in safety nets and nuanced behaviors that can make or break your workflow. You'll learn how to recover unsaved workbooks, make sense of the Auto Recover feature, and understand where OneDrive fits into Excel’s autosave ecosystem. David walks you through how to tweak recovery settings to minimize data loss and shares practical advice for navigating Excel’s sometimes-unpredictable handling of unsaved files. Whether you’ve ever closed a workbook too soon or been baffled by recovery prompts, this session equips you with strategies to keep your work intact and your confidence high.Learning Objectives:• Recall the section of the Excel Options dialog box where the Auto Recover setting resides that controls how often Excel creates a back-up copy of your workbooks.• Recall the menu in Excel where the Table feature resides.• Identify the location of the PivotTable command within Excel's ribbon menu interface.To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.Upon course completion a course evaluation form is provided for your feedback.You have 1 year from the time of purchase/enrollment to complete the course.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide participants through a comprehensive exploration of essential Excel keyboard shortcuts and time-saving techniques. Attendees will learn how to streamline their workflow with menu keyboard shortcuts, copy and paste shortcuts, and efficient worksheet navigation shortcuts. David will also demonstrate the power of Ctrl-R and Ctrl-D keyboard shortcuts, as well as the Show Formulas feature and formula auditing keyboard shortcuts. Participants will discover how to quickly hide/unhide rows and columns using keyboard shortcuts, as well as how to paste column widths effortlessly. Additionally, David will share the Alt-Down Arrow shortcut for simplifying data entry and reveal the secret to restoring Full Screen view. Attendees will also gain valuable insights into reorganizing the Quick Access Toolbar and avoiding the file close trap. As a bonus, participants will receive a 50 Excel Keyboard Shortcuts tetmplate to help them master these time-saving techniques. Don't miss this opportunity to enhance your Excel skills and boost your productivity!Learning Objectives:• Identify the command that you use to activate Quick Access Toolbar shortcuts.• State the Quick Access Toolbar command that allows you to filter a list based on a cell's contents with one click.• Name the keyboard shortcut that reveals a list of previous entries within the area above and below the currently selected cell.To complete this course participants need to: View the video and complete an assessment exam with a minimum passing grade of 70% or higher.Upon course completion a course evaluation form is provided for your feedback.You have 1 year from the time of purchase/enrollment to complete the course.Our Refund Policy can be found at: https://cpeprime.com/cancellation-and-refund/ |