Advanced Excel for Administrative Assistants

Live Webinar or Recording

January 6, 2026, 2:00 pm - 3:40 pm Eastern

Credit: ATAAA: 1.5, IAAP: 1 (Live Only)

Unlock the full potential of Excel with expert guidance from David H. Ringstrom, CPA, in this dynamic, hands-on webinar tailored for administrative professionals. Designed to enhance your day-to-day productivity, this session focuses on practical Excel skills that streamline data management, improve accuracy, and simplify reporting. You’ll begin by mastering essential text-cleanup techniques using functions like LEFT, MID, RIGHT, UPPER, LOWER, PROPER, TRIM, and CLEAN. From there, David walks you through consolidating data from multiple worksheets using Power Query—an invaluable tool for building self-updating reports.

The webinar continues with step-by-step demonstrations of how to leverage XLOOKUP for precision lookups, including last-match results and comparisons with legacy VLOOKUP formulas. You’ll explore powerful dynamic array functions such as SORT, UNIQUE, and FILTER, as well as create multi-condition filters and in-cell dropdowns using Data Validation. David also covers how to customize your Excel experience with Sheet View and provides a walkthrough on creating and personalizing Microsoft Forms. This comprehensive session ensures you walk away with a robust set of tools to elevate your Excel efficiency.

Topics Typically Covered:

• Appending data from two or more worksheets into a self-updating consolidated list with Power Query
• Eliminating non-printing characters using CLEAN and TRIM
• Extracting and transforming text with UPPER, LOWER, and PROPER
• Dynamic sorting with SORT and UNIQUE
• Filtering data based on two or more conditions using FILTER
• Creating in-cell dropdowns with Data Validation
• Using XLOOKUP for exact matches and last-match results
• Customizing workbook views with Sheet View
• Reviewing Microsoft Forms styles, settings, and sharing options

Your Benefits for Attending:

• Gain confidence using Excel’s text-cleanup functions like TRIM, CLEAN, and PROPER to format data quickly and accurately.
• Learn how to consolidate data from multiple sheets using Power Query for efficient reporting.
• Master XLOOKUP for precise lookups, including how to find the last matching value in a list.
• Utilize dynamic array functions (SORT, UNIQUE, FILTER) to display and manage data sets with ease.
• Customize your workbook views using Sheet View and explore Microsoft Forms for data collection.
• Build dropdown lists with Data Validation and apply advanced filtering with multiple conditions.
• Understand the key differences between Excel 365, 2024, 2021, and 2019 to ensure compatibility in your workflow.

This webinar is ideal for administrative professionals seeking to improve spreadsheet accuracy and speed up repetitive data tasks. You’ll leave with practical tools that make your daily work in Excel more efficient and stress-free.

Who Should Attend:

Professionals who want to enhance their Excel skills to improve the accuracy and efficiency of their spreadsheets.

CPE Credit Details:
Level: Intermediate
Format: Live webcast
Instructional Method: Group Internet-based
NASBA Field of Study: Computer Software & Applications (2 hours)
Program Prerequisites: Experience working in Excel
Advance Preparation: None

Guest Speaker: David H. Ringstrom, CPA - Accounting Advisors Inc.

Level: Basic

Format: Live Webcast

Field of Study: Computer Software & Applications (2 hours)

Program Prerequisites: None

Advanced Preparation: None

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.

Aurora Training Advantage has reviewed the content of this program and believes it aligns with the CAP Body of Knowledge. We estimate this program may qualify for 1 recertification point(s), based on 1 point per 1 hour of eligible training. Final determination of applicability rests with the CAP designee, who is responsible for documenting alignment for recertification purposes.