Agile Excel: Automating Financial Statements (Video) (Course Id 1437)

• Who is this course for?
  This course is intended for professionals needing Continuing Professional Education (CPE), particularly those who work with Excel spreadsheets in financial reporting.

• What is this course about or what problem does this course solve?
  The course addresses the inefficiency of building separate worksheets for each month by teaching how to automate financial statements using Excel functions like VLOOKUP, OFFSET, and SUM.

• How can the knowledge from this course be used?
  Participants will be able to create dynamic accounting reports on a single worksheet that can switch between reporting periods with just two clicks and incorporate data validation and error-checking features.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It helps financial professionals streamline reporting tasks, enhance spreadsheet accuracy, and reduce manual errors, improving overall reporting efficiency.

• When is this course relevant or timely?
  This course is especially relevant for professionals using Excel 2007 through 2016 who need to modernize and automate their financial reporting processes.

• How is a course like this consumed or used?
  The course is delivered as a self-study video featuring live Excel demonstrations, a supporting workbook, and includes a final exam to earn CPE credit.

This course by Excel expert David Ringstrom, CPA, will teach you how to build accounting worksheets any month of the year on just one worksheet. While many Excel users often build worksheets for each month of the year, such worksheets can be cumbersome to revise. David explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with only two mouse clicks. In addition, he outlines how to export data from your accounting package, improve the integrity of your spreadsheets, incorporate Check Figures and Alarms into you work, and more.

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. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Video - NASBA QAS - NASBA Registry - 1437

Course Learning Objectives

Chapter 1 - Agile Excel: Automating Financial Statements

Chapter 1 Review Questions

Glossary - Key Terms