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Agile Excel: Internal Control (Video) (Course Id 1438)

QAS / Registry
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Author : David Ringstrom, CPA
Course Length : Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10
CPE Credits : 2.0
IRS Credits : 0
Price : $29.95
Passing Score : 70%
Course Type: Video - NASBA QAS - NASBA Registry
Technical Designation: NonTechnical
Primary Subject-Field Of Study:

Computer Software & Applications - Computer Software & Applications for Course Id 1438

Computer Software & Applications, Agile,  Excel,  Internal, Control, Video, cpe, cpa, online course
Overview :
  • Who is this course for?
    This course is designed for professionals requiring Continuing Professional Education (CPE), especially CPAs who use Excel spreadsheets in their work.

  • What is this course about or what problem does this course solve?
    The course focuses on teaching how to implement internal control measures within Excel to safeguard spreadsheets from unauthorized changes and improve data integrity.

  • How can the knowledge from this course be used?
    Participants can apply Excel features like Data Validation, Conditional Formatting, and hide and protect functions to control user input and protect formulas and data.

  • Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
    It equips financial professionals with tools to ensure the accuracy and security of their Excel-based financial data, a critical aspect of internal controls and compliance.

  • When is this course relevant or timely?
    This course is relevant for professionals working with Excel 2007 through 2016 who need to strengthen spreadsheet controls in their current workflows.

  • How is a course like this consumed or used?
    The course is presented via video with step-by-step demonstrations, supported by Excel workbooks and handouts, and includes a final exam for earning CPE credit.

Description :

You’ll discover how to implement internal control features within your Excel spreadsheets in this comprehensive presentation by Excel expert David Ringstrom, CPA. David explains how several Excel features—Data Validation, Conditional Formatting, and hide and protect features—can be used to control users’ actions and protect your worksheets and workbooks from unauthorized changes. In addition, David discusses the benefits of the VLOOKUP, SUMIF, and CELL functions.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to 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.

Usage Rank : 10000
Release : 2018
Version : 1.0
Prerequisites : Previous Experience with Excel Spreadsheets.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
Advance Preparation : None.
Delivery Method : QAS Self Study
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 01-Mar-2024
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

Video - NASBA QAS - NASBA Registry - 1438

Keywords : Computer Software & Applications, Agile, Excel, Internal, Control, Video, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

  • Define how hide and protect features can be used to preserve key formulas.
  • Identify which input is valid for a data validation rule limiting inputs to whole numbers between 0 and 100.
  • Recall how to use the Data Validation feature to create an in-cell list.

  • Course Contents :

    Chapter 1 - Agile Excel: Internal Control

    Chapter 1 Review Questions

    Glossary - Key Terms

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