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Mastering Excel: Optimizing Financial Statements

By Visited 1 times , 1 Visits today

Start Date: 2020-09-19
End Date: 2020-10-19
Time: 10:00 am to 11:00 am

Phone: 1-800-447-9407

Location: 39658 Mission Boulevard, Fremont, CA 94539, USA.

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Description

Overview:

This webcast presented by Excel expert David H. Ringstrom, CPA, teaches you how to create dynamic financial statements for any month of the year on a single worksheet.

Excel users often build worksheets for each month of the year, which end up being cumbersome to revise. As an alternative, David shows you how to use Excel functions-including VLOOKUP, OFFSET, and SUMIF-to quickly create financial statements that allow you to toggle to any reporting period with only a couple of mouse clicks. He also demonstrates effective ways you can export data from your accounting package, thereby allowing you to create a “set-and-forget” link to your Excel data.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel (formerly known as Office 365). 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. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 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.

Registration Information

https://panelcompliance.com/webinar/mastering-excel:-optimizing-financial-statements-50132LIVE

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Organizers

Organized by :  Panelcompliance Organizer's Address : 39658 Mission Boulevard, Fremont, CA 94539, USA. Tel : 1-800-447-9407 Website : https://panelcompliance.com/

About the Organizers :

PanelCompliance is a professional trainings provider for the regulated industries. It offers professional trainings for regulatory compliance professionals and offers innovative strategic consulting and advice to a broad range of organizations. These services help them to be compliant with regulatory requirements.