David H. Ringstrom
CPA consultant
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
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Recorded Webinar
Delving into Excel Logical Functions: IF, AND, OR, and Beyond
Many Excel users rely on the IF function to perform logical tests of formulas, but they're often unaware of other functions that can be used to improve the integrity of decision-making formulas. In this comprehensive presentation, Excel expert David Ringstrom, CPA, introduces the IF function and then goes beyond the basics. You'll learn what can go awry with IF as well as alternatives to the function. David's contention is that if you find yourself nesting more than a couple of IF functions, there's probably a simpler and more resilient approach you can take.
Recorded Session Get life time access for one participant with download option!

Benefits and Pitfalls of Linking Excel Workbooks
Attend this presentation with Excel expert David Ringstrom, CPA, and you,ll discover the pros and cons of workbook links and how to create and work with them. Because workbook links allow you to connect an Excel spreadsheet to other spreadsheets, word documents, databases, and even web pages, they,re quite beneficial. David explains how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and much more.
Recorded Session Get life time access for one participant with download option!

Establishing Excel Dashboards
In this webcast, Excel expert David Ringstrom, CPA, introduces participants to Microsoft Excel dashboards. Dashboard techniques empower users to assimilate large amounts of data quickly and easily by way of charts and summary tables. David explains how to bring data into Excel from other sources, outlines different techniques for presenting information in dashboard form, demonstrates how to use Excel's PivotTable feature to condense large amounts of data, and much more.
Recorded Session Get life time access for one participant with download option!

Building Effective Budget Spreadsheets in Excel
In this presentation, Excel expert David Ringstrom, CPA, demonstrates how to create effective and resilient budget spreadsheets as well as how to future-proof them once they're built. David shares several design techniques, including separating inputs from calculations, building out separate calculations spreadsheets, and developing both operating and cash flow budgets. Cash flow budgets are beneficial in that they calculate when to borrow against a line of credit, when to pay down the line of credit, and when cash is available to pay dividends.
Recorded Session Get life time access for one participant with download option!

Microsoft Excel Series - Part 4: Creating Custom Excel Interfaces with User Forms
Part 4 of this Microsoft Excel macros training series presented by Excel expert David Ringstrom, CPA, will explore how to create a UserForm in Excel. It will help attendees identify how to create macro buttons that enable users to display UserForms on demand. The webinar also will define the benefits of using Visual Basic for Applications (VBA) macros and illustrate how to apply the Tag property within UserForm controls.
Recorded Session Get life time access for one participant with download option!

Microsoft Excel Series - Part 3: Beyond IF and Excel Macros
This Excel macros training program presented by Excel expert David Ringstrom, CPA, will help attendees apply their extended knowledge of Excel macros. David will define how to create loops within your spreadsheets and explain when to use the SELECT CASE function versus IF statements. Attendees also will learn how to use Breakpoints to simplify debugging errors in the programming code.
Recorded Session Get life time access for one participant with download option!

Microsoft Excel Series - Part 2: Learn More about Macros
Part 2 of the Microsoft Excel macros series presented by Excel expert David Ringstrom, CPA, will define how to adjust Excel's macro security settings. Attendees will learn how to apply an enhanced understanding of Visual Basic for Applications (VBA) macros and how to enhance the code you have created with the Record Macro feature. Excel's Goal Seek feature-which is helpful in simplifying what-if analyses—will be discussed along with how to use form controls to simplify data entry and control the input of other users.
Recorded Session Get life time access for one participant with download option!

Microsoft Excel Series - Part 1: Shake Hands with Macros
Part 1 of this four-part webinar series on Microsoft Excel macros will cover the automation possibilities that Excel macros offer and the nuances of Excel's Personal Macro Workbook. Excel expert David Ringstrom, CPA, will also define how to use Excel's Record Macro feature to automatize repetitive tasks, including cleaning up reports you've exported from an accounting package, creating your own keyboard shortcuts for Excel features and scrubbing your data. You'll learn how to manage macro security prompts, how to use Excel's Personal Macro Workbook and what actions to take if you make an error while recording a macro.
Recorded Session Get life time access for one participant with download option!

Transcending Excel's VLOOKUP Function
Excel expert David Ringstrom, CPA, shares some helpful tweaks you can use with the venerable VLOOKUP function in this informative presentation. He discusses alternatives to VLOOKUP, including INDEX and MATCH, SUMIF, SUMIFS, SUMPRODUCT, IFNA, and OFFSET functions.<br/><br/> Lookup formulas are far superior to manually pointing to specific data elements in a spreadsheet. Although many users rely on VLOOKUP to return data from other locations in a worksheet, that's not always the most efficient approach. David shows you how to perform wildcard lookups, where only partial criteria are provided. He also teaches you how to master multiple-criteria lookups.
Recorded Session Get life time access for one participant with download option!

Developing Practical Excel Budget Spreadsheets
In this presentation, Excel expert David Ringstrom, CPA, demonstrates how to create effective and resilient budget spreadsheets as well as how to future-proof them once they're built. David shares several design techniques, including separating inputs from calculations, building out separate calculations spreadsheets, and developing both operating and cash flow budgets. Cash flow budgets are beneficial in that they calculate when to borrow against a line of credit, when to pay down the line of credit, and when cash is available to pay dividends.
Recorded Session Get life time access for one participant with download option!

Establishing Excel Dashboards
In this webcast, Excel expert David Ringstrom, CPA, introduces participants to Microsoft Excel dashboards. Dashboard techniques empower users to assimilate large amounts of data quickly and easily by way of charts and summary tables. David explains how to bring data into Excel from other sources, outlines different techniques for presenting information in dashboard form, demonstrates how to use Excel's PivotTable feature to condense large amounts of data, and much more.
Recorded Session Get life time access for one participant with download option!

Optimizing Excel Charts
In this beneficial webcast, Excel expert David Ringstrom, CPA, covers a variety of tricks and techniques to help you create and automate charts in Microsoft Excel. David demonstrates several handy features in Excel, including the Recommended Charts feature, Slicer feature, Sparkline feature, the PivotChart feature and more. He also explains how to avoid repetitive formatting, how to create self-updating chart titles, and how to liven up your charts with clip art.
Recorded Session Get life time access for one participant with download option!

Implementing Advanced Pivot Table Techniques
Excel expert David Ringstrom, CPA, helps you push the boundaries of pivot tables in this illuminating webcast. David explains the nuances of grouping data and using Excel's Custom Lists feature to automatically sort data in any order you desire (versus only using the program's default of sorting in alphabetical order). In addition, he shows you how to extract data from Microsoft Access with just a few clicks, and how to use Microsoft Query to extract data from other sources. After participating in this webcast, you'll be able to add even more interactivity to your pivot tables by grouping your data in various ways.
Recorded Session Get life time access for one participant with download option!

Establishing Excel Dashboards
Excel expert David H. Ringstrom, CPA, introduces participants to Excel dashboards in this illuminating live webcast. Because dashboards empower users to quickly assimilate large amounts of data by way of charts and summary tables, they are quite popular.<br/> In the first part of his presentation, David using Microsoft Query to automate the import of data from a variety of sources, including text files, other spreadsheets, databases, and software programs. He then demonstrates a variety of techniques for presenting the information in dashboard form.
Recorded Session Get life time access for one participant with download option!

Taming Unwieldy Lists of Data in Excel
Many users are unaware of the many data visualization and manipulation tools available in Microsoft Excel. In this informative session, Excel expert David Ringstrom, CPA, demonstrates various ways you can streamline your filtering tasks. Little-known filtering shortcuts, such Custom Views and the hidden AutoFilter command, are covered. David also discusses the Conditional Formatting feature and reveals new features in Excel 2013 that enable you to manage cumbersome lists of data quickly and easily.
Recorded Session Get life time access for one participant with download option!

Producing Error-Free Excel Spreadsheets
In this beneficial webinar, Excel expert David H. Ringstrom, CPA, presents numerous techniques he relies on to improve the integrity of the Excel spreadsheets he builds for himself and others. David outlines simple ways to avoid introducing errors into your workbooks, thereby saving you valuable time while working in Excel. David teaches from Excel 2010, but provides guidance specific to Excel 2007, 2013, and 2016 as well. Coverage of Excel 2003 is available upon request.
Recorded Session Get life time access for one participant with download option!

Optimizing Excel Charts
In this session, Excel expert David H. Ringstrom, CPA, shares numerous techniques you can use to optimize, automate, and tweak your Excel charts. Creating and working with Excel charts-which can convey much more than just a sheet filled with numbers-is easy. Because charts display data in a variety of ways, using the most appropriate chart type and format enables you to display your data in the most meaningful way. David's easy-to-apply tips cover several chart features and make working with Excel charts a breeze.
Recorded Session Get life time access for one participant with download option!

Automating Repetitive Excel Tasks Part 2
In this session Excel expert David H. Ringstrom, CPA helps you go beyond the Macro Recorder. David first uses the Goal Seek feature in Excel as a means of showing you how to simplify problem solving in Excel, while also adding interactivity and error-checking to macros that you’ve recorded. Go further by adapting recorded macros to work with data sets of varying size and build in decision making capabilities into recorded macros.
Recorded Session Get life time access for one participant with download option!

Automating Repetitive Excel Tasks Part 1
In this session Excel expert David Ringstrom, CPA will help you get started with one of Excel's most powerful features. David will introduce you to the concept of macros in Excel, which are a means of automating repetitive tasks. Much of Part 1 of this series focuses on mastering Excel's Macro Recorder, while Part 2 goes beyond the limitations of the macro recorder to empower you to add interactivity, error handling, and decision-making within macros that you create.
Recorded Session Get life time access for one participant with download option!

Pivot Tables: Microsoft Excel's Instant Report Writer
In this presentation Excel expert David H. Ringstrom, CPA helps you understand both the nuances and the power of pivot tables in Excel.
Recorded Session Get life time access for one participant with download option!

Microsoft Excel Dashboard Crash Course
This webinar will provide an inside out training on the concept of dashboards in Microsoft excel and its advantages. Dashboards empower Excel users to condense large amount of information into easy to read summaries while preserving the ability to dive deep into the details when needed.
Recorded Session Get life time access for one participant with download option!

Automation Techniques for Excel-based Financial Reports
In this webcast, Excel expert David H. Ringstrom, CPA shows you how to create dynamic accounting reports for any month of the year on a single worksheet. Many users set out to build a worksheet for each month of the year, which can be cumbersome to revise. Instead David will show you how to use worksheet functions like VLOOKUP, OFFSET and SUMIFS. End-users will be able to choose any reporting period as well as department/division with just a couple of mouse clicks. The session also demonstrates how to use Microsoft Query to link to your accounting package or exported reports so that you can create a set-and-forget link to your accounting data in Excel.
Recorded Session Get life time access for one participant with download option!

Microsoft Excel Auditing Features and Techniques
In this session Excel expert David Ringstrom, CPA shows you how to verify even the most complicated Excel workbook. This webcast demonstrates Excel's formula auditing and error checking tools, as well as techniques you can use to verify which cells contain formulas versus values. You'll be able to discover hidden worksheets, objects, and data.
Recorded Session Get life time access for one participant with download option!

Internal Control Techniques for Microsoft Excel Spreadsheets
In this session Excel expert David Ringstrom, CPA shows you how to implement internal control features within your Excel spreadsheets. David shows various ways to control user's actions within an Excel spreadsheet, as well as protect worksheets and workbooks from unauthorized changes. The presentation will also demonstrate techniques that can help "future-proof" spreadsheets to minimize maintenance when changes are required.
Recorded Session Get life time access for one participant with download option!

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