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: 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. 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: 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. 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: 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: 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: Learning objectives: 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: Learning Objectives: 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: Learning objectives: 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: Learning objectives: 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 course Our 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: 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: 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: 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: 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: 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: 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: 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: 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 beginning to advanced logic functions and related formulas. Topics covered include the IF and IFS functions, as well as nested IF functions. You'll see how to troubleshoot formulas with the Evaluate Formula feature. David will compare the IFERROR and IFNA functions so that you know the best practices for each. Other functions covered include IS functions, AND, OR, SUMIF, SUMIFS, COUNTIF, COUNTIFS, MIN, MAX, SMALL, LARGE, and MAXIFS. Attendees will gain valuable insights and practical knowledge to enhance their Excel skills and improve efficiency in their day-to-day tasks. 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/ |
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