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Creating Effective and Easy-to-Maintain Budget Spreadsheets
- Mastering the IFERROR function to display alternate values in lieu of a # sign error
- Crafting formulas to compute gross margins, projected sales, commissions, and related amounts
- Preserving key formulas using hide and protect features
- Building operating budgets quickly based on detailed supporting schedules that provide an audit trail
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify
- Protecting sensitive information by hiding formulas within an Excel workbook
- Improving the integrity of spreadsheets with Excel’s VLOOKUP function
- Utilizing Excel’s Name Manager feature to review and manage named ranges within a workbook
- Understanding why it’s worthwhile to build out supporting schedules to break down calculations used in budgets
- Accessing free downloadable budget templates that can be customized as needed
- Using the Name Manager feature to make corrections to range names or to store notes about assumptions
Overview of the webinar
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 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.
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?
- 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
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.