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Excel Explained: Introduction to Spreadsheets Workshop - 2 Part Series

Learn the Excel skills essential for financial industry professionals, and nuances that will enhance your Excel proficiency and efficiency.

Upcoming
August 12, 2025
August 19, 2025
Presented by David Ringstrom
4 CPE Credits
$850.00 or 8 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

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These aren't your typical webinars. After each set of topics, you’ll head into breakout rooms to apply what you’ve learned with direct support from David as he visits each room. Afterward, David will regroup with everyone to review questions before moving on to the next segment. Whether you're brand new to Excel or brushing up on rusty skills, this interactive session will build your confidence step by step.

Breakout rooms will not be recorded. Space is limited to 35 participants for a high-value learning experience, so register today!

David is the author of Microsoft Excel 365 for Dummies, Exploring Microsoft Excel’s Hidden Treasures, and six other books. He demonstrates every technique at least twice—first on a PowerPoint slide with numbered steps and then live in the subscription-based Excel for Microsoft 365. David highlights any differences in Excel 2021, 2019, or 2016 throughout the session and in his detailed handouts. Attendees receive an Excel workbook that includes most of the examples used during the presentation for continued practice after the workshop.

Included Webinars

  • Excel Explained: Introduction to Spreadsheets Workshop - Part 1
  • Excel Explained: Introduction to Spreadsheets Workshop - Part 2

Series Details

Excel Explained: Introduction to Spreadsheets Workshop - Part 1

Join us for an engaging, hands-on online workshop designed to help you confidently navigate Excel and build a solid foundation. Excel expert David H. Ringstrom, CPA will guide you through essential spreadsheet skills such as entering and formatting data, managing worksheet layout, and using tools like the Fill Handle and PMT function. You’ll explore the difference between working within a cell and working on a worksheet, uncover shortcuts to speed up formatting, and practice freezing rows and columns for easier scrolling.

  • Getting oriented with Excel’s grid of rows and columns
  • Learning about the different types of files you can create in Excel
  • Understanding the difference between working within a cell versus working on a worksheet
  • Entering, editing, and clearing worksheet text—plus how cell entries behave when content overlaps
  • Managing column widths within your spreadsheets
  • Formatting percentages with precision using Percent Style, decimal tools, and the Format Cells dialog box
  • Formatting numbers using Accounting, Currency, and Comma styles—plus adjusting decimal display
  • Contrasting using menu commands and keyboard shortcuts for applying formatting
  • Using the Fill Handle to extend formulas with relative references and auto-incrementing values in a column
  • Avoiding century confusion when filling dates in Excel
  • Utilizing the PMT worksheet function to calculate loan payment amounts
  • Freezing a row or column position within by creating a mixed cell reference
  • Using a keyboard shortcut so you’ll never have to manually type $ signs in a formula again
  • Copying formulas efficiently down one or more columns at the same time

Excel Explained: Introduction to Spreadsheets Workshop - Part 2

Join us for an engaging, hands-on online workshop that builds on foundational Excel skills with practical, timesaving techniques. Excel author and instructor David H. Ringstrom, CPA will guide you through a variety of essential topics, including using AutoSum to total columns with just a click, mastering Excel’s order of operations, and keeping header rows visible as you scroll. You’ll also gain control over printed output by repeating rows on every page and avoiding scaling surprises that waste paper.

In addition to working smarter with your data, you’ll learn how to start clean by choosing from Excel’s extensive library of templates, manage worksheets by cutting, duplicating, and deleting with confidence, and uncover powerful techniques for navigating large workbooks. David also shows how to rein in Excel’s green error prompts, filter data efficiently, and eliminate duplicates from your lists.

  • Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut
  • Mastering Excel’s order of operations for mathematical formulas
  • Freezing rows to keep headings visible while scrolling
  • Setting the Rows to Repeat at Top option to include rows on each page of a printout
  • Saving paper and eliminating frustration by monitoring the Print Scale setting
  • Preventing errors from the start by choosing from thousands of free Excel spreadsheet templates
  • Cutting and pasting data from one part of a worksheet to another
  • Understanding how deleting worksheets affects your ability to undo any previous actions in Excel
  • Duplicating Excel worksheets in two different ways
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
  • Bringing Excel’s green error-checking prompts under control by managing the underlying rules
  • Controlling large datasets efficiently by filtering instead of sorting
  • Eliminating duplicates from a list with just a few mouse clicks

Who Should Attend

Financial professionals looking to strengthen their spreadsheet skills in a practical, supportive setting will benefit from this session.

Field of Study:Computer Software & Applications

Skill level:Basic

Prerequisites:Prior experience with Microsoft Excel is recommended.

Advanced Preparation:None

David Ringstrom

Instructor Bio

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Continuing Education Credit Information

Excel Explained: Introduction to Spreadsheets Workshop - 2 Part Series has been approved for 4 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning 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.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.

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