DavidRingstrom

Creating Effective Excel Budget Spreadsheets

August 4th, 2017 1:00 PM to 2:40 PM ET
Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 12 months, or both.

In this webinar, you’ll learn how to build budget spreadsheets that can be updated effortlessly and contain easy-to-follow supporting calculations. You’ll learn how to separate inputs from calculations, streamline formula writing, preserve key formulas, and create both operating and cash flow budgets. Upon completion of this course, you’ll be able to:

  • Apply and isolate all user entries to an inputs worksheet and protect all calculations and budget schedules on additional worksheets
  • Use range names and the Table feature to create resilient and easy-to-maintain spreadsheets
  • Calculate borrowings from, and repayments toward, a working capital line of credit
  • Apply several Excel functions, including:
    • CHOOSE
    • IFNA, IFERROR, and ISERROR
    • ROUNDUP and ROUNDDOWN
    • VLOOKUP
    • SUM and SUMIF

David demonstrates every technique at least twice, first on a PowerPoint slide with numbered steps, and second in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts.

Topics typically covered:

  • Learn how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations.
  • Learn how the Table feature allows you to transform filtering tasks.
  • Streamline formula writing by using the Use in Formula command.
  • Learn a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Avoid the complexity of nested IF statements with Excel’s CHOOSE function.
  • Compare the IFNA, IFERROR, and ISERROR functions and learn which versions of Excel support these worksheet functions.
  • Use the SUMIF function to summarize data based on a single criterion.
  • Preserve key formulas using hide and protect features.
  • Improve the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Go beyond simple rounding with the ROUNDUP and ROUNDDOWN worksheet functions.

CPE Credit: Participants can earn up to 2 CPE credits in the Computer Science field of study.  Please note that CPE credit is only available for viewing the live program.

100% Money-Back Cancellation and Refund Policies: If you can’t make the live webinar, you may cancel at any time before the webinar begins for a full refund.  If you are not satisfied with the webinar, we will provide you a full refund.  For more information regarding refund, complaint and program cancellation policies, please call us at 703-372-0550.

Program Level: Intermediate

Prerequisites: Previous experience with Excel spreadsheets

Advanced Preparation: None

Instructional Method: Group-Internet Based

National Registry of CPE SponsorsClear Law Institute 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 the 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.learningmarket.org.

Course Reviews

96% of attendees said they would recommend this course to others.

“Loved the tips and tricks functions that he showed. Very useful!”

“I liked learning new keyboard shortcuts and formulas.”

“I liked all the great tips and uses of formulas.”

“The explanation step by step was very helpful.”

“New formulas to make spreadsheets easier.”

View Continuing Education Credit

CPE

Clear Law Institute 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.learningmarket.org.  For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550.  CPE Credit: Maximum Credit Hours: 2.0.  You must attend at least 50 minutes to obtain credit. Fields of Study: Computer Science for 2.0 hours. Teaching Method: Lecture.  Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 2.0 hours of continuing professional education.

Faculty - David Ringstrom


About the Presenter

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra 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. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.

$99

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$74
25% Off

5-9

$66
33% Off

10+

$49
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.