In this practical webinar, Excel expert, David Ringstrom, CPA, shows you how to create resilient and effective budget spreadsheets. You will learn helpful techniques, such as how to separate inputs from calculations, streamline formula writing, preserve key formulas, create both operating and cash flow budgets, and implement several key Excel functions.

You will see each technique demonstrated 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. You will also receive an Excel workbook that includes most of the examples used 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.

You will learn how to:

  • Employ the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Build operating budgets quickly based on detailed supporting schedules that provide an audit trail.
  • Employ the Name Manager feature to make corrections to range names or store notes about assumptions.
  • Use range names to streamline formulas and bookmark key inputs within a workbook.
  • Improve the integrity of budget spreadsheets by isolating all inputs to a single worksheet.
  • Learn how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Craft formulas to compute gross margins, projected sales, commissions, and related amounts.
  • Preserve key formulas using hide and protect features.
  • Avoid the complexity of nested IF statements with Excel’s CHOOSE function.

Upon course completion, you will be able to:

  • State the purpose of the Use In Formula command.
  • Identify the data integrity improvement that the Table feature adds to VLOOKUP.
  • Name the direction that VLOOKUP typically returns data from.

Suggested Audience: Practitioners seeking to build budget spreadsheets that can be updated effortlessly and that contain easy-to-follow supporting calculations.

Prerequisites: None. Experience with Excel Pivot Tables Recommended.

Advance Preparation: None

Program Level: Intermediate

Field of Study: Computer & Software Applications (2 hours)

Format: Live Webcast

Credit Type: Group Internet Based for the Live Program. [If you attend the program on-demand (after the live date), you will receive Self-Study credit. Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.]

Faculty Member
David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 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.

Accounting Credits

Credit Value Field of Study Format
CPE 2 Computer Software & Applications Live
CPE 2 Computer Software & Applications On-Demand/Recording

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: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. 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.

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