Excel Features No Accountant Can Live Without

On-Demand Recording

Summary

In this dynamic, 60-minute program, Excel expert David Ringstrom, CPA demonstrates the best features in Excel that will make even the most experienced accountants more productive.  Learn how to tame unwieldy worksheets, shortcuts that will save you time, and gain must-have tools to ensure accurate reports.

Join us to discover how to:

  • Utilize Excel tools and features every accountant should know
  • Avoid top Excel time-wasters that frustrate accountants
  • Use Excel’s Table feature to process and analyze data faster
  • Save time with must-know tips and shortcuts
  • Prevent duplicate work with Conditional Formatting
  • Bonus: All registrants will receive an Excel workbook that contains the demonstrated features

Program Highlights

Data Analysis Techniques for Accountants

  • Improving the integrity of spreadsheets with Excel’s XLOOKUP function
  • Creating a pivot table to transform lists of data into on-screen reports
  • Adding fields to a blank pivot table to create instant reports
  • Identifying duplicates in a list using Conditional Formatting

Time-saving Features You Can’t Miss

  • How the Table feature improves the integrity of Excel spreadsheets
  • Streamlining filtering of lists and using the Slicer feature with tables
  • Gaining control of long lists of data by filtering instead of sorting
  • Creating custom views to hide or display selected worksheets
  • How you may be able to recover work after an Excel crash

Managing Time-wasters that Slow You Down

  • Overcoming user interface annoyances with simple adjustments
  • Jump-starting data visualization with the Quick Analysis feature
  • Discover new worksheet functions available in Microsoft 365

Program Benefits

Discover techniques that will enable you to work more efficiently, get the information you need faster, and avoid annoying time-wasters by using Excel’s best tools for Accountants.

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 1 (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

NASBA CREDITS

Credit Hours:

1

Field of Study:

Computer Software & Applications

Program Level:

Intermediate

Prerequisites:

None

Advance Prep:

None

Delivery Method:

Group Internet Based

Progressive Business Conferences 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

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 1 PDCs for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit www.shrmcertification.org.