Advanced Excel Mastery for Accounting, Finance & Payroll Professionals

Live Online Webinar | 90 Minutes | HRCI and SHRM eligible

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. In 2009, he began teaching for continuing education providers as well. David’s Excel courses cover the software’s features and functions to provide CPAs accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel.

Join Excel expert and CPA David Ringstrom for an engaging, hands on webinar designed to elevate your Excel skills and streamline your data workflows. In this session, David will demystify key functions and features such as XLOOKUP, INDEX/MATCH, Power Query, and Solver, helping you transform messy, exported reports into clean, analysis ready datasets. You’ll discover practical techniques to automate backups, leverage AutoSave and Version History, and solve real world accounting challenges with confidence. Whether you’re using Excel 365, 2021, or 2019 (Windows or Mac), you’ll gain actionable insights, detailed handouts, and an example workbook to help you apply what you learn immediately.

What You’ll Learn

• How to master XLOOKUP and INDEX/MATCH for powerful and flexible data lookups.
• Ways to clean and transform messy accounting reports using Power Query.
• How to use Excel’s Solver to identify combinations of values that match a desired total.
• Techniques to automate workbook backups and leverage AutoSave and Version History in Excel.
• Practical steps to change data types and remove errors for cleaner, analysis-ready datasets.
• Key differences and best practices for using these Excel tools in Windows and Mac versions.

Why You Should Attend

This webinar is your opportunity to strengthen your Excel expertise and boost your productivity. You’ll learn how to clean and transform messy data, perform powerful lookups with XLOOKUP and INDEX/MATCH, and solve complex problems using Solver: all through practical, real world examples. With guidance from Excel expert David Ringstrom, you’ll gain the confidence to streamline your workflow, improve accuracy, and apply advanced Excel techniques that make your day to day tasks faster and more efficient.

Why Register Now

• Secure Your Spot: Seats are limited, and early registration guarantees your place in this high-demand session.
• Get Exclusive Materials: Receive detailed handouts and an example workbook to follow along and practice after the webinar.
• Stay Ahead: Gain up-to-date Excel insights and skills that will keep you efficient and competitive in your role.

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