In this online seminar, Excel guru David Ringstrom, CPA, shares valuable techniques for streamlining financial reporting processes and minimizing the risk of errors. He demonstrates how to leverage financial reporting templates to eliminate repetitive tasks and ensure accurate numbers. Throughout the presentation, David emphasizes any variations in older Excel versions (2019, 2016, 2013, and prior) and provides detailed handouts for reference. As a bonus, attendees receive an Excel workbook containing the majority of the examples showcased during the webcast. It's worth noting that Microsoft 365 is a subscription-based offering that regularly introduces new features, while perpetual licensed versions of Excel (such as Excel 2019, Excel 2016, etc.) maintain a fixed set of features without updates. Register, https://conferencepanel.com/conference/2023-financial-reporting-tips-and-tricks-in-excel

1. Written and Presented by
David H. Ringstrom, CPA
Accounting Advisors, Inc.
www.accountingadvisors.com
About the speaker:
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. His mantra is “Either you work Excel, or it works you.”
David offers spreadsheet and database consulting services nationwide.
Financial Reporting Tips and Tricks

2. Excel Versions
Slide ID: 368-1135

3. Using Excel Templates
Slide ID: 3861

4. Create a Workbook Template
Slide ID: 4579

5. Creating Excel Worksheet Templates
Slide ID: 4491

6. Using Excel Worksheet Templates
Slide ID: 4492

7. Chart Templates
Slide ID: 1089

8. VLOOKUP/Waterfall Chart
Slide ID: 4149

9. Data Security Prompts
Slide ID: 4587

10. Slicers with Tables (Excel 2013+)
Slide ID: 4585

11. Conditional Formatting - Data Bars
Slide ID: 4588

12. Clean General Ledger with Power Query
Slide ID: 5341

13. Create PivotTable
Slide ID: 4600

14. Filter PivotTable
Slide ID: 4602

15. Column Widths/Grouping Dates
Slide ID: 4607

16. Using Slicer With a PivotTable (Excel 2010+)
Slide ID: 4603

17. Managing PivotTable Slicers (Excel 2010+)
Slide ID: 4604

18. PivotTable Timelines (Excel 2013+)
Slide ID: 4605

19. Quick Analysis (Excel 2013+)
Slide ID: 2291

20. Thank you for Attending!
Slide ID: 485
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