Mastering Excel: Avoiding Obstacles and Frustrating Quirks

Duration 75 Mins
Level Basic
Webinar ID IQW19C0303

  • Using a two-word macro to fix an annoying problem in Excel where the used range of Excel expands beyond your actual work area
  • Tweaking Excel’s AutoRecover settings to raise the odds of recovering your work after an Excel crash
  • Understanding the nuances of Excel’s Allow Editing Directly in Cells option, such as being able to edit cell comments with a double-click
  • Saving time by seeing how to enter data sideways
  • Avoiding frustration by understanding the nuances between Enter and Edit modes
  • Simplifying repetitive tasks by creating your own keyboard shortcuts
  • Using the Fill Series command to create a series of numbers with just a few mouse clicks
  • Revealing the undocumented DATEDIF function in Excel for determining the number of months or years between two dates
  • Seeing how to quickly duplicate a group of two or more worksheets
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
  • Writing on-screen with Excel’s Scribble tool, including drawing attention to specific areas of a spreadsheet

Overview of the webinar

In this enlightening webcast, Excel expert David Ringstrom, CPA, focuses on some of Excel’s idiosyncrasies that can trip you up. For example, problems can arise when someone using a newer version of Excel shares a workbook with you (or vice versa), or features unexpectedly vanish from Excel, particularly in Office 365. David’s tips and tricks will help you avoid any obstacles you might encounter and empower you to work more effectively in Excel.

Who should attend?

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

Why should you attend?

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast. Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

  • Recognize that some features may work in one version of Excel but not another
  • Recall why commonly used Excel features sometimes might be disabled
  • Apply mouse actions and keyboard shortcuts to overcome default features or behaviors in Excel

Faculty - Mr. David H. Ringstrom, CPA

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

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