Accounting/Reporting, Computer Skills
When you attend this live presentation, you'll learn how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly.
Accounting/Reporting, Computer Skills
The presentation leads off with disaster recovery techniques, followed by using lookup functions such as VLOOKUP, MATCH/INDEX, and XLOOKUP. The presentation then moves on to using Power Query to automate report clean-up and analysis, and then finishes out with using Excel's Solver feature to identify two or more transaction amounts that add up to a specific total.
Accounting/Reporting, Commercial/Business Lending, Computer Skills, Lending, Management/Employee Development, Reporting, Trusts
Great slideshows don't need to take a lot of time and effort! Learn some essential PowerPoint tips and tricks to help you effectively present any type of information to every type of audience with more ease.
Accounting/Reporting, Computer Skills
Excel expert David H. Ringstrom, CPA, focuses on the basics of using Excel pivot tables in this comprehensive presentation. Pivot tables empower you to easily create reports from complex data, simply by using your mouse. David explains how to initiate a pivot table from a list of data, expand and collapse pivot table elements, dig deeper into the numbers with the Report Filter command, and much more. As is the case with many features in Excel, pivot tables have nuances that can trip you up, so David points out traps and teaches you tricks to help ensure your reports are always accurate.
Accounting/Reporting, Human Resources, Management/Employee Development
This program will step you through the best practices of hiring for the right fit. Being intentional about training managers and supervisors on the hiring process is key to creating stellar teams.
Accounting/Reporting, Auditing, Computer Skills, Management/Employee Development, Reporting
In this presentation, Excel expert David H. Ringstrom, CPA, cherry-picks 10 of the best features in Excel that can make accountants more productive. He'll also share 3 common time-wasters that can frustrate accountants and heavy users of Excel. You'll learn about two key worksheet functions, the benefits of the Table feature, pivot tables for report writing, and managing information overload by filtering. Tame unwieldy workbooks by instantly unhiding all hidden worksheets, and then deploying Excel's Custom Views feature to enable you to hide/unhide multiple worksheets at once. You'll see how to build in some insurance against Excel crashes, and quickly identify duplicates within a list. David will also discuss three common timewasters/frustrations in Excel.
Accounting/Reporting, Auditing, Computer Skills, Reporting
In this comprehensive webinar, Excel expert David Ringstrom, CPA, shares applicable Excel fundamentals that will enable accounting professionals to achieve their goals.
Accounting/Reporting, Lending
The purpose of this two-hour webinar is to provide participants with a good understanding of the loan documentation process. Participants will be exposed to the five steps in the loan documentation process.
We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.
