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Live Webinar

90-minute live streaming program
  • August 13
  • 1:00 - 2:30 pm EST

Intermediate Excel Financial Reporting

August 13

Streamline financial reporting and analysis by using Excel’s® limitless features.

In this presentation, Excel® expert David H. Ringstrom shares with you a number of ways that you can streamline financial reporting and analysis. The presentation begins with four different types of templates that you can utilize or customize. He will show you how to use streamline repetitive formatting tasks by way of the cell styles, feature, format painter, and the quick access toolbar. You’ll then see how to use the custom views feature to transform reporting packages into different configurations from within a single workbook. The topic introduces you to using Microsoft® Query® as a means to automate reviewing general ledger reports export to either Excel® workbooks or text files. It will show how the slicer feature in Excel® 2013 and later can simplify filtering general ledger transactions. Demonstrates every technique at least twice: first, on a PowerPoint® slide with numbered steps, and second, in the Office® 365 version of Excel® and draws your attention to any differences in the older versions of Excel® (2019, 2016, 2013, and earlier) as well as in his detailed handouts. Office® 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel® have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel® 2019, Excel® 2016, and so on.

Learning Objectives

  • You will be able to define the types of actions that can be automated with Excel’s® Custom Views feature.
  • You will be able to recognize the name of the interface within Microsoft® Query® that enables you to manipulate records within text files and other sources.
  • You will be able to describe the Slicer feature in Excel®.
  • You will be able to discuss adding new data sources to Microsoft® Excel®.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.


Saving Your Workbooks as Templates so Users Always Start With a Fresh Copy

Preventing Errors From the Start by Choosing From Thousands of Free Excel® Spreadsheet Templates

Applying a Consistent Look and Feel to Your Charts by Way of Chart Templates

Creating Worksheet Templates That Can Be Inserted as Needed Into Existing Workbooks

Using Excel's® Custom Views Feature to Apply Different Print Settings, Including Orientation and Margins, to Worksheets

Using Custom Views to Hide and Unhide Worksheets, as Well as Rows and Columns, so That a Single Workbook Can Serve Multiple Purposes

Streamlining Custom Views by Adding a Drop-Down List to Excel's® Quick Access Toolbar

Adding New Data Sources to Microsoft® Excel® so You Can Extract Data From Text Files, Accounting Software, and Other Data Sources

Discovering How Microsoft® Query® Allows You to Create Self-Updating Links to Databases, Spreadsheets, Text Files, and Other Data Sources

Linking Data From Text Files to Excel® Spreadsheets by Way of Microsoft® Query®

Streamlining the Filtering of Lists in Excel® 2013 and Later by Using the Slicer Feature With Tables

Understanding the Conflict That the Table Feature Poses With Custom Views in Excel® for Windows

Managing Data Security Prompts That May Appear When You Link External Data Into Excel® Spreadsheets

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.


Live Webinar Registration

  • AIPB 1.5
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
  • ASAP PACE 0.1
  • This course is pre-approved through the American Society of Administrative Professionals (ASAP) for 0.1 CEU(s) towards your PACE Recertification.
  • IAAP 1.5
  • This course has been preapproved by the International Association of Administrative professionals for 1.5 recertification point(s).
  • CPE 1.8 including Computer Software & Applications 1.8
  • Lorman Education Services 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 web site: For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Computer Software & Applications for 1.8 hours. Prerequisite: basic knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.

Who should attend?

This live webinar is designed for business owners and managers, supervisors, associates, administrative professionals, sales and marketing professionals, directors, and accountants.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.


David H. Ringstrom, CPA

David H. Ringstrom, CPA

Accounting Advisors, Inc.

Please book David directly at

David H. Ringstrom, CPA

  • President and owner of Accounting Advisors, Inc. based in Atlanta, Georgia
  • Founded Accounting Advisors in 1991 as a consulting services business, but in 2007, he began teaching for continuing education providers as well; his mission since then has been to offer quality training on Excel® and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements
  • Widely sought after as a webinar speaker on Microsoft® Excel® for both public and in-house engagements
  • His Excel® courses cover the gamut of the features and functions to provide professionals the knowledge they need to work more efficiently and effectively
  • Coined the phrase, either you work Excel®, or it works you; training sessions focuses on what users often don’t know but should know about Microsoft® Excel®
  • His comprehensive yet easy to understand presentations cover Excel® 2016, 2013, 2010, and 2007
  • His webcasts are fast paced, and he welcomes attendees’ questions; in addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses
  • Co-wrote Idiot’s Guides: Introductory Accounting
  • Current and previous articles include Accounting Web (Staff Writer); Sleeter Report (Blog Columnist); Microsoft’s Professional Accountants’ Network The Successful California Accountant New Jersey Society of CPAs Microsoft Office and VBA Developer Microsoft Small Business Accounting ;Inside Lotus 1-2-Inside Quattro Pro Inside FileMaker Pro Inside Peachtree Inside QuickBooks
  • Technical editor of more than 34 books, many in the For Dummies series, including QuickBooks® Simple Start for Dummies; QuickBooks® for Dummies; QuickBooks® All-in-One Desk Reference for Dummies; Quicken for Dummies; Quicken All-in-One Desk Reference for Dummies; Peachtree for Dummies and .com for Dummies
  • Public speaking includes American Woman’s Society of Certified Public Accountants Atlanta Chapter; Georgia Government Finance Officers Association; Georgia Society of CPAs, North Perimeter Chapter; Georgia Society of CPAs, Southeastern Accounting Show; Georgia Tech’s Center for Manufacturing Information Technology; South Carolina Society of CPAs; dozens of webinar providers
  • B.B.A. degree in accounting, Georgia State University
  • Can be contacted at Twitter? @excelwriter
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Product ID: 406038
Published 2019
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