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Excel for Accountants: Boost Accuracy & Efficiency Beyond 2024

On-Demand Recording

Summary

Many accounting and finance professionals are unaware of the full range of Excel’s features and functions they can utilize to improve the accuracy and efficiency of their spreadsheets.

In this comprehensive 100-minute webinar, Excel expert David Ringstrom, CPA, will share those valuable Excel fundamentals that will enable accounting professionals to do more with their spreadsheets.

You will walk-away with tips and techniques that save you time, and truly empower you to work smarter – not harder!

You will leave this program knowing how to:

  • Save significant time by automating manual tasks
  • Utilize templates to create dynamic spreadsheets
  • Summarize pertinent data for quicker and easier analysis
  • Use must-know keyboard shortcuts to fly through spreadsheets
  • Salvage crucial data by repairing damaged Excel workbooks
  • Take your Pivot tables to a whole new level like a pro

Bonus: Excel reference workbook demonstrating the techniques taught

Automate, Automate, Automate: Dramatically Increase Your Productivity

  • Jump-start your spreadsheets with ease by utilizing prebuilt templates
  • Use Excel’s Data Table feature to avoiding writing repetitive formulas
  • Automate chart resizing using tables – no more manually resizing!
  • Insert totals into lists with a few mouse clicks using the SUBTOTAL function

Powerful Worksheet Functions to Easily Access Data

  • AGGREGATE function vs. SUBTOTAL function: When to use them
  • Quickly sum values related to multiple instances of criteria you specify
  • Simple design technique to improve the integrity of Excel’s SUM function

Save Time with These Little-know Spreadsheet Techniques

  • How the Table feature empowers you to safeguard spreadsheets
  • What steps to take if you can’t open a damaged workbook
  • Leverage Excel’s quick access toolbar & filter lists with a simple keystroke

Question & Answer Session – Have your specific questions answered!

Program Benefits

In this 100-minute program, you will learn how to save valuable time and avoid headaches by learning invaluable Excel tips, techniques, and shortcuts to better navigate masses of financial data. You will be able to work more efficiently, plus share pertinent data more clearly with decision makers.

If you'd like this program customized for your organization, call us at 1-800-964-6033. We're certain we can fulfill your training needs, while making it fit in your budget!

ABOUT THE SPEAKER

Henry Hansch
Henry Hansch
Henry Hansch III, a seasoned technology professional with a proven track record in driving innovation and efficiency, brings his deep expertise to Resourceful Finance Pro. Leveraging years of experience in developing and implementing cutting-edge tech solutions, Henry provides insightful articles exploring the intersection of technology and finance. His focus is on demystifying complex tech concepts, offering practical advice on how financial professionals can leverage emerging technologies to optimize operations, enhance decision-making, and navigate the rapidly evolving digital landscape.

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HRCI CREDITS

This program has been approved for 2 (HR (General)) recertification credit hour toward aPHRTM, aPHRiTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification through the HR Certification Institute. Learn more at hrci.org

SHRM CREDITS

Resourceful Finance Pro is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. This program is valid for 2 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.