Excel 101: Introduction to Spreadsheets

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

Monday, August 12th, 2024
1:30 pm - 3:30 pm
Presented by David Ringstrom
2 CPE Credits
$299.00 or 1 Token

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

  • Computer Skills
  • Information Technology/Security
  • Branch Manager
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Human Resources Officer
  • Internal Auditor
  • IT Professional
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Privacy Officer/Information Security Professional
  • Risk Manager
  • Small Business Lender
  • Training Manager
  • Trainer
  • Trust Officer
  • Workout Specialist/Collector

Save on annual training costs with our Webinar Subscription Service and share webinars across your entire organization.

Become a subscriber

Learn about upcoming events, webinars and discounts.

Sign Up For Email Notifications

Author and Excel expert David H. Ringstrom, CPA, will start from the beginning with topics such as saving Excel files, entering text into worksheet cells, and managing column widths. He'll demonstrate the nuances in formatting numbers and worksheet cells, copying formulas and entering dates. David will build a loan amortization table from scratch, which enables him to cover a wide range of Excel topics and features.

You'll learn how to calculate loan payments with the PMT worksheet function, master Excel's order of operations, and see how the F4 shortcut key works. Other techniques include the AutoSum feature and making use of the Freeze Panes feature.

David demonstrates every technique at least twice: First, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. He draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in detailed handouts that include most of the examples from the demonstrations.

What You'll Learn

  • Saving time by using the AutoSum formula
  • Bringing Excel’s green error-checking prompts under control by managing the underlying rules
  • Utilizing the PMT worksheet function to calculate loan payment amounts
  • Navigating large workbooks with ease by way of a hidden menu as well as keyboard shortcuts
  • Specifying information that should print at the top and/or bottom of each page

Who Should Attend

Professionals seeking to use Microsoft Excel more effectively will benefit from this course.

Field of Study:Computer Software & Applications

Skill level:Basic


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 101: Introduction to Spreadsheets has been approved for 2 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.