Human Resources
Basic Excel Skills For Accountants
CWS2026334
100 Minutes
Jun 19,2026
10:00 AM PDT | 01:00 PM EDT
Overview
Many accounting professionals underutilize Excel’s robust features, often relying on manual processes that increase the risk of error and consume valuable time. In this comprehensive and engaging webinar, Excel expert David Ringstrom, CPA, demystifies the practical tools within Excel that can help accounting professionals streamline spreadsheet tasks, improve data accuracy, and work more efficiently. Using real-world examples, this session focuses on Excel fundamentals that support stronger and more reliable spreadsheet processes in everyday accounting work.
To reinforce learning, David demonstrates each technique twice. He first uses easy-to-follow PowerPoint slides with numbered steps and then shows the same process live in the Microsoft 365 version of Excel. He also highlights key differences in earlier versions, including Excel 2021, 2019, 2016, and prior releases, so attendees can apply what they learn regardless of their software version. Participants will also receive detailed handouts and a downloadable workbook featuring all examples from the presentation for convenient reference after the webinar.
Topics Typically Covered:
- Avoiding the need to create spreadsheets from scratch by using prebuilt templates or creating your own
- Eliminating repetitive formulas by using Excel’s Data Table feature
- Comparing Excel’s AGGREGATE function with the SUBTOTAL function
- Automating chart resizing by leveraging Excel tables
- Using the SUMIF function to total values based on specified criteria
- Enhancing the accuracy of pivot tables with Excel’s Table feature
- Quickly inserting totals in lists with Excel’s Subtotal tool
- Jump-starting new projects with free, built-in Excel templates
- Applying design techniques to improve the reliability of the SUM function
- Understanding how Excel Tables strengthen spreadsheet structure
- Recovering from damaged workbooks and knowing what steps to take
- Using the Quick Access Toolbar to filter data with a keystroke instead of multiple clicks
Your Benefits For Attending:
- Define the argument within Excel’s SUBTOTAL function that sums columns or rows.
- Identify which versions of Excel permit using slicers with both tables and pivot tables.
- Identify the command used to activate Quick Access Toolbar shortcuts.
By attending, you will gain practical, immediately usable Excel knowledge that can help you work faster, reduce spreadsheet errors, and improve the integrity of your accounting data. This webinar is especially valuable for professionals looking to strengthen spreadsheet efficiency with techniques they can apply right away.
You will leave this session with actionable knowledge to increase the speed, accuracy, and integrity of your spreadsheet work. This will help you save time and reduce costly errors in your accounting tasks.
David H Ringstrom
David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert. He is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, later he began teaching continuing education classes as well. His mission since is to offer quality training and consulting services on Microsoft Excel via live webcasts, on-demand self-study webcasts, and in-house engagements. David has taught hundreds of webinars on Excel and other topics, in addition to speaking at conferences 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. 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.