Master modern Excel techniques to streamline your accounting workflows, ensure data integrity, and eliminate the outdated habits that drain your productivity.
Are you working Excel, or is Excel working you? Join David Ringstrom, CPA, for a transformative session designed to upgrade your spreadsheet skills from merely functional to highly efficient. In this course, titled 10 Productive Excel Features for Accountants + 3 Timewasters, you will discover how to eliminate manual, repetitive tasks and leverage modern Excel capabilities to ensure data integrity and save valuable time.
Many professionals learn Excel up to a certain point but often miss the slight tweaks and hidden features that can dramatically improve their workflow. Drawing on over 30 years of experience as a spreadsheet consultant and instructor, David guides you through a curated list of features that replace the "hard way" of doing things with smarter, faster alternatives. You will learn to streamline your data retrieval, automate calculations, and safeguard your work against common disasters.
This course covers the following key topics and learning outcomes:
In addition to these productivity boosters, the course identifies three specific time-wasters that hinder efficiency. You will learn why sticking to the legacy VLOOKUP function creates fragility in your spreadsheets, how to disable distracting interface icons like Quick Analysis and Copilot, and how to avoid accidentally closing the entire application when you only meant to close a single workbook. Whether you are an accountant or a business professional looking to refine your data skills, this presentation provides the practical tools you need to avoid spreadsheet disasters and maximize your productivity.
CPA, Author, Professional Excel Spreadsheet Trainer and Consultant
David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should know about Microsoft Excel. His goal is to empower you to use Excel more effectively. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
