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Basic Excel Skills for Accountants - Webinar
Many accounting professionals are unaware of Excel features and functions that improve spreadsheet accuracy and efficiency. In this presentation, author and Excel expert David Ringstrom, CPA, contrasts the SUM, SUBTOTAL, SUMIF, and SUMIFS functions, along with the Subtotal feature. You'll also learn how to use the Table feature to streamline sifting through lists of data, create self-expanding charts, and PivotTables that have much better integrity.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

This webinar is available with NO ADDITIONAL FEE if you have an active all access membership or webinar membership or can be purchased for $29.00!

Instructor:David Ringstrom
Course No:COMP-BASIC-G34125
Recommended CPE:2.00
Delivery Method:Group Live - Seminar
Date Offered:4/28/2026 10:00 AM - 12:00 PM
Level of Knowledge:Basic
Prerequisites:None
Advanced Preparation:None
Registration Requirements:No registration is required
Recommended Field of Study:Computer Software and Applications
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Learning Objectives
  • Select the formula that would drill through multiple sheets to add up a cell as well as automatically include any new sheets added later.
  • Recall the menu in Excel where the Table feature resides.
  • Recognize valid filtering options in Excel.

CPE Depot Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Sponsor Number: 109423

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