This session is designed for finance and accounting professionals who want to modernize their reporting process using the latest capabilities in Excel. Traditional financial statements often require manual updates, repetitive formulas, and time-consuming adjustments. 

In this webinar, you will learn how to leverage Excel’s powerful dynamic array functions along with tools like Power Query to build financial statements that automatically update as your data changes.
 
We will demonstrate how a single formula can generate entire reports, eliminate duplication, and create flexible, scalable financial models. By the end of the session, you’ll be equipped to streamline your reporting workflow, reduce errors, and deliver more insightful financial analysis with less effort.

• Using the SUMIFS function to sum values based on multiple criteria.
• Crafting self-resizing formulas with the new Spilled Range Operator in in Excel 2021 and Microsoft 365.
• Determining whether formulas within tables use cell references or field names.
• Creating an in-cell list by way of Excel’s Data Validation feature.
• Managing the external data security warning that may appear when you link external data into Excel spreadsheets.
• Assemble a new collection of data by specifying the rows or columns to extract from another data set with the CHOOSEROWS and CHOOSECOLS functions.
• Creating self-updating financial spreadsheets by using Power Query pull data via automated queries that also overcome common issues in exported reports.
• Stack different ranges of cells vertically or horizontally with the VSTACK and HSTACK functions.
• Diagnosing the new #CALC error that can arise within improperly crafted dynamic array formulas.
• Summing dynamic array results.
• Displaying subsets of data dynamically by way of the new FILTER worksheet function.
• Removing duplicates from a list with the new UNIQUE function.

Learning objectives:

• Identify one of the uses of Data Validation.
• Identify the arguments that correspond to the UNIQUE function.
• Name what the SUMIFS function returns if a match cannot be found.

• Save hours of manual work by automating financial reports
• Learn modern Excel skills that are in high demand in finance roles
• Improve accuracy and reduce reporting errors
• Create flexible, reusable templates for ongoing reporting needs
• Stay ahead with Excel 365 advanced capabilities
• Gain practical techniques you can apply immediately in your job

• Accountants
• CPAs
• CFOs
• Controllers
• Income Tax Preparers
• MIS Executives
• Enrolled Agents
• Financial Consultants
• CA firms
• Freelance accountants
• Small business owners
• IT Professionals
• Auditors
• Human Resource Personnel
• Bookkeepers
• Excel Users
• Marketers
• Government Personnel

During the Q&A session following the live event, ask a question and get a direct response from our expert speaker.

Important Notice for Our “Live” Attendees: If you have enrolled in the “Live Webinar,” you will get your instruction kit before 24 hours of the live class.

For Recorded and E-transcript Participants: If you have signed up for the “Recorded” class or for the “E-transcript,” you will get access to the “Recording link” or the “PDF” within 24-48 hours of the live class.

SPEAKER

David H. Ringstrom, CPA,

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2016, 2013, 2010, and 2007. David’s webcasts are fast paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

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