In this presentation author and Excel expert David H. Ringstrom, CPA, introduces you to the power and flexibility of PivotTables—Excel’s most effective tool for summarizing and analyzing large datasets. David walks you through the process of creating PivotTables from data ranges and Excel tables, and explains how to format your source data for best results. You’ll learn how to build and customize PivotTables, add or remove fields, rename headers, apply number formatting, and even switch to a tabular layout. He covers dynamic features like slicers and the Analyze Data tool (for Microsoft 365 users), while also addressing techniques for refreshing, auditing, and filtering PivotTables. Whether you're working with one summary or generating multiple PivotTables, you'll come away with practical strategies for extracting meaning from your data quickly and confidently. 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 walk you through a deep dive on printing and page layout techniques in Excel. Topics covered include setting or clearing print ranges, adding cells to the print area, utilizing page break preview and page breaks effectively, printing just a chart from a worksheet, and using Quick Print for efficient printing. Other topics include managing print titles, utilizing the Header and Footer Tools, and maximizing the print area with just three clicks. Participants will gain valuable insights and practical skills to optimize their printing experience in Excel. 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, shares lots of tricks and techniques you can implement to create, streamline, and even automate Excel charts. You'll see how to build self-expanding charts that automatically display new data, along with self-updating chart titles. David will show how to create a rolling chart to display results such as trailing twelve-sales. You'll also learn how to create and use customized chart templates, build a Waterfall Chart to illustrate a financial statement, and troubleshoot frustrating chart issues. 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, Excel expert David H. Ringstrom, CPA, shares a variety of ways to automate your work in Excel by way of the Custom Views feature. David will also contrast Custom Views with the Sheet Views feature available in Excel 2021 and Excel for Microsoft 365. Both features allow you to hide or display rows and columns, as well as filter settings, by simply applying a view. Custom Views also enables you to hide and unhide worksheets. On the other hand, simply adding an Excel table to your workbook disables the Custom Views feature, whereas Sheet View does not have this limitation. 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 cover a range of topics to enhance your Excel skills. You will learn how to assign names to cells, which lays groundwork for the LET and LAMBDA functions. The LET function is available in Excel 2021 and Excel for Microsoft 365 and enables you to create pairs of names and associated values that can store intermediate calculations. David will address common issues such as the #NAME? error with the LET function and then introduce the LAMBDA function available in Excel for Microsoft 365, which enables you to create custom, reusable worksheet functions without writing programming code. He will also demonstrate the ISOMITTED function and showcase the Excel Labs Add-In. Additionally, you will discover how to save LAMBDA functions to GitHub and download them from there. David will guide you through the advanced formula environment and provide insights on moving LAMBDAs between workbooks. Don't miss this opportunity to expand 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 take you on a deep dive into the art of data management and analysis in Excel. You'll discover indispensable techniques for filtering Data efficiently and learn time-saving filtering keyboard shortcuts, including how to add Clear Filter to the Quick Access Toolbar for seamless data refinement. David will unveil the power of ad hoc totals while filtering and demonstrate the versatility of the Table feature. You'll also gain insights into optimizing your workflow by mastering Slicers with Tables and harnessing the Custom Filter option for precise data extraction. Learn how to streamline your analysis by Filtering by Color and easily Reapply filters when needed. Dive into Advanced Filter functionalities and explore the FILTER function in Excel 2021 and Excel for Microsoft 365 for enhanced data manipulation. David will also show you how to use FILTER with multiple conditions and show how to filter charts. Join us for this enlightening webinar to transform your data filtering and analysis skills in Excel. 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 the powerful features of Excel that can enhance your data management and visualization skills. You will learn how to effectively use built-in Excel templates and create custom workbook and worksheet templates tailored to your needs. David will also demonstrate how to create and utilize chart templates, including building a waterfall chart with VLOOKUP and setting its totals. Additionally, the session will cover the unpivoting of reports using Power Query, providing a comprehensive understanding of this essential tool across multiple segments. Finally, you’ll discover how to apply conditional formatting with data bars and icon sets, as well as create and transfer cell styles to streamline your workflow. Join us for this informative webinar to elevate your Excel proficiency! 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 various techniques to enhance their efficiency and productivity in Excel. Topics covered include viewing a workbook on two monitors for improved multitasking, viewing two worksheets on one monitor for easy comparison and utilizing Zoom to Selection for focused analysis. You'll also learn how to maximize screen real estate with the buried Full Screen mode, utilizing the Split feature for simultaneous viewing and editing two or more areas of a worksheet. Other techniques include efficiently grouping and ungrouping rows and columns, leveraging the Watch Window for monitoring key data, using hyperlinks as a navigation aid for quick access to relevant information, and utilizing the Navigation task pane in Excel for Microsoft 365 for streamlined navigation and organization. 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, demystifies Excel’s family of lookup functions, guiding you from the legacy VLOOKUP formula to the more versatile XLOOKUP. David shows how to build lookup formulas from the ground up, using Excel’s built-in help tools to enter lookup values, select arrays, and troubleshoot common issues such as #REF! and #N/A errors. He contrasts approximate and exact match behavior, explains how to eliminate errors caused by extra spaces or AutoCorrect quirks, and demonstrates how to handle missing matches gracefully using IFNA. Along the way, you'll explore best practices such as future-proofing lookup formulas, using tables for structured referencing, and pairing INDEX with MATCH to enhance flexibility. Whether you’re stuck on VLOOKUP or ready to dive into XLOOKUP, this session will deepen your understanding and improve your lookup reliability. 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 various essential Excel skills. David will start from the beginning with Excel with topics such as saving Excel files, entering text into worksheet cells, and managing column widths. He'll demonstrate the nuances that can arise when formatting numbers and worksheet cells, copying formulas and entering dates. David will build a loan amortization table from scratch, which enables him to cover a wide range of Excel topics and features. You'll learn how to calculate loan payments with the PMT worksheet function, master Excel's order of operations, and see how the F4 shortcut key can toggle cell addresses in formulas between absolute, mixed, and relative references. Other techniques include the AutoSum feature and making use of the Freeze Panes feature. Attendees will gain practical knowledge and tips to enhance their Excel proficiency and efficiency. 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/ | |
This presentation by author and Excel expert David Ringstrom, CPA, builds on the discussion in part 1 of his two-part series on spreadsheet basics. You'll learn how to duplicate Excel worksheets to save time, as well as create a fallback position. David will explore the nuances of copying and pasting in Excel, which is different than in other programs. You'll also learn techniques such as merging cells, finding data, tracing formulas, sorting lists, and recovering unsaved workbooks. 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, introduces you to the world of pattern-based lookups using powerful tools like XLOOKUP and regular expressions. You’ll discover how to perform exact, approximate, and partial matches with XLOOKUP, as well as how to go further with advanced techniques such as either/or logic and pattern-based matching. David demystifies regular expressions by breaking down token structures and core components, and he demonstrates practical Excel functions like REGEXTEST, REGEXEXTRACT, and REGEXREPLACE. Along the way, you’ll see how sites like RegEx101.com can assist your pattern-building efforts and learn when to use fuzzy matching instead of regular expressions. 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 webinar Excel expert David H. Ringstrom will guide you on extracting PDFs with Power Query, exploring Power Query properties, enhancing external data security, creating Excel tables, adding total rows, filtering tables with slicers, utilizing functions such as IF, nested IF, VLOOKUP, IFNA, and MATCH, as well as INDEX/MATCH functions, XLOOKUP for horizontal lookup, automating tasks with macros, creating macro icons, applying conditional formatting for greater than scenarios, utilizing data bars, managing scenarios effectively, and summarizing Scenario Manager features. 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 shares several worksheet functions with you that will enable you to sum data in a variety of ways. Techniques include maximizing the statistics that appear on Excel's Status Bar, using the AutoSum feature, and future-proofing the SUM function. David will also compare the SUBTOTAL function with the Subtotal feature, contrast SUMIF and SUMIFS, demonstrate SUMPRODUCT, and much more. 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 various techniques to enhance their efficiency and productivity in Excel. Topics covered include viewing a workbook on two monitors for improved multitasking, viewing two worksheets on one monitor for easy comparison and utilizing Zoom to Selection for focused analysis. You'll also learn how to maximize screen real estate with the buried Full Screen mode, utilizing the Split feature for simultaneous viewing and editing two or more areas of a worksheet. Other techniques include efficiently grouping and ungrouping rows and columns, leveraging the Watch Window for monitoring key data, using hyperlinks as a navigation aid for quick access to relevant information, and utilizing the Navigation task pane in Excel for Microsoft 365 for streamlined navigation and organization. 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 delve into a comprehensive exploration of Microsoft Excel's powerful text manipulation tools and functions. He'll cover a wide range of topics, from mastering the LEFT/MID/RIGHT functions for precise text extraction to transforming text case with the UPPER/LOWER/PROPER functions. Discover the time-saving capabilities of the new TEXTBEFORE/TEXTAFTER and TEXTSPLIT functions in Microsoft 365. Learn how to efficiently use unwanted characters by using the CLEAN and TRIM functions. Dive into the intricacies of the Text to Columns Feature, where you'll uncover techniques for handling addresses, dates, and names with ease. Additionally, explore advanced features like combining text with the CONCAT function and having Excel read text aloud to you by way of the Text to Speech Command. 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/ | |
The Generally Accepted Governmental Auditing Standards, also known as the Yellow Book, provides a comprehensive framework for conducting governmental audits with a focus on high quality, integrity, competence, independence, and objectivity. The Yellow Book is used by auditors of government organizations, entities that receive government awards, and any other audit organization performing Yellow Book audits. The Yellow Book outlines all requirements for governmental audit reports, professional qualifications for auditors, and audit organization quality control. This course will identify the general planning requirements for an audit that must comply with all of the applicable requirements for a review of financial statements conducted in accordance with GAGAS. Finally, this course will describe what must be included and what must be excluded from an audit report. 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/ | |
Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle business/personal tax essentials. The course examines and explains the practical aspects of individual & corporate planning, bridging the gap between theory and application. Significant new developments are summarized with an emphasis on tax savings ideas. This course examines and explains the practical aspects of using a closely held corporation to maximize after-tax return on business operations. Recent developments giving corporations a competitive edge over other entities are explored and detailed. Practitioners are alerted to often missed fringe benefits, retirement planning opportunities, corporate business deductions, income splitting possibilities, and little-known estate planning techniques. 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. In Addition, no correct or incorrect feedback for any exam question will be provided. 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 CPE 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.org Our Refund policy can be found at: https://cpeprime.com/cancellation-and-refund/ | |
This course is designed to apprise the participant of relevant U.S. Laws, research, and best practices for prevention and remediation of sexual harassment in the workplace. There will be a focus on defining sexual harassment, description of the prevalence of sexual harassment, and understanding the causes and consequences thereof. An emphasis will be placed on understanding sexual harassment in accounting settings, predictors of sexual harassment, and actions that can be taken to prevent and remediate unacceptable behavior. Course Outline Course Objectives Target Audience Course Summary To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies requirements for attendance verification. 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 CPE 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.org | |
This course will help financial professionals to support the career development of themselves and others. People who complete this course will be better able to attract and retain talent in their organization by better understanding how to identify and support the career development of others, especially interns and new hires. Course Outline Course Objectives Target Audience Course Summary To complete this course participants need to: Answer polling questions to meet NASBA / IRS / State Board of Accountancies requirements for attendance verification. 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 CPE 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.org |
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