Excel : Budget Spreadsheets

Product Id IQW19A0119
Speaker David Ringstrom
Level Intermediate
Duration 75 Mins
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In this comprehensive presentation, Excel expert David Ringstrom, CPA, teaches you how to create resilient and easy-to-maintain budget spreadsheets. Among other techniques, David shows you how to separate inputs from calculations, build out a separate calculations spreadsheet, create both an operating and a cash flow budget, transform filtering tasks, and preserve key formulas. 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.

  • Define how to isolate all user entries to an inputs worksheet, while protecting all calculations and budget schedules on additional worksheets
  • Apply range names and the Table feature to create resilient and easy-to-maintain spreadsheets
  • Identify how to calculate borrowings from, and repayments toward, a working capital line of credit
  • Preserving key formulas using hide and protect features
  • Learning how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations
  • Streamlining formula writing by implementing the Use in Formula command
  • Using the SUMIF function to summarize data based on a single criterion
  • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function
  • Learning how the Table feature allows you to transform filtering tasks
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function
  • Comparing and contrasting IFNA, IFERROR, and ISERROR functions and learning which versions of Excel support these worksheet functions
  • Going beyond simple rounding with the ROUNDUP and ROUNDDOWN worksheet functions
  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Book keepers
  • Excel Users
  • Marketers
  • Government Personnel

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 2016, 2013, 2010, and 2007. 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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