Exercising Spreadsheet Internal Controls

On Demand Webinar

Webinar Details $219

  • Webinar Length: 100 Minutes
  • Guest Speaker:   David Ringstrom
  • Topic:   Business Administration, Finance, Taxation and Accounting, Business Skills, Software
  • Credit:   ATAAA 1.5, ATATX 1.5, ATAOP 1.5
All Access Membership

Excel expert David Ringstrom, CPA, outlines how to implement internal controls in your spreadsheets in this live presentation. Step-by-step, David explains how to use and benefit from Excel’s Data Validation feature, Conditional Formatting feature, and hide and protect features. In addition, he discusses Excel functions that can be applied to improve the integrity of your spreadsheets and protect them from unauthorized changes.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Who Should Attend:
Practitioners who develop spreadsheets and want to prevent other users from making unauthorized changes.

Topics Typically Covered:

•    Preserving key formulas using hide and protect features.
•    Creating an in-cell list by way of Excel’s Data Validation feature.
•    Using Conditional Formatting to color-code your data, identify duplicates, and apply icons.
•    Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
•    Going behind the scenes in a workbook to check for worksheets that can’t be viewed or hidden from Excel’s primary user interface.
•    Using Excel’s VLOOKUP function to look up an item description based on an input provided by the user.
•    Using Excel's IFERROR function to mask # sign errors like #N/A.
•    Future-proofing VLOOKUP by using Excel’s Table feature versus referencing static ranges.
•    Creating resilient SUM functions that won’t break when users insert additional rows.
•    Using Data Validation to create a rule that ensures dates entered within a cell are greater than or equal to today’s date.
•    Using a custom number format to hide zero amounts within a specific area of a spreadsheet.
•    Overcoming VLOOKUP’s quirks by using SUMIF to look up numeric values.

Learning Objectives:

•    Apply lookup functions to find and access data automatically from lists.
•    Identify how hide and protect features can be used to preserve key formulas.
•    Define how to use Excel’s Data Validation feature to restrict data entry to a list of permissible choices.



Guest Speaker

  • David H. Ringstrom, CPA

Webinar Survey Overall Rating

This webinar received a total of 7 survey responses. Attendees have given an average rating of 4.5 stars out of a possible 5, reflecting the quality and value of the content presented.

Average rating

4.5 / 5
Webinar Presentation
How many of the objectives of the event were met?
4.4 Stars
How useful was the information presented at this event?
4.6 Stars
Overall, how satisfied were you with this event?
4.4 Stars
Speaker Performance
Overall, how satisfied were you with this presenter?
4.1 Stars
How closely did the presenter follow the schedule?
4.9 Stars

Reviews From Webinar Survey

Our webinars are crafted to deliver exceptional value and insight to business professionals. To ensure we meet and exceed your expectations, we conduct thorough post live webinar surveys. Below, you'll find genuine feedback from attendees, sharing their thoughts on the event and the speaker's performance. These reviews highlight our commitment to continuous improvement and excellence in providing top-tier educational experiences.

Aurora R.
March 4, 2019
4.4 / 5
Webinar Rating:
4.3 Stars
Speaker Rating:
4.5 Stars
Do you have any other comments, questions or concerns?
no comment

Aurora R.
March 4, 2019
5.0 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
Love this presenter - I feel as if I have been given a secret gadget that I can't wait to use every time the webinar is over.

Aurora R.
March 4, 2019
5.0 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
Love learning new things in EXCEL and being reminded of other ways to accomplish a task.

Aurora R.
March 4, 2019
5.0 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
Learned alot in a short period of time!

Aurora R.
March 4, 2019
5.0 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
I like the way David presents the new topics in power point first with a step by step instruction and then he walks you through the process.

Aurora R.
March 4, 2019
3.0 / 5
Webinar Rating:
2.7 Stars
Speaker Rating:
3.5 Stars
Do you have any other comments, questions or concerns?
Handout PDF had to be flattened and it took nearly 1/2 hour to print. Perhaps it would be helpful to flatten the file before sending it out to everyone. Also, The sound quality was not good this time - the speaker talked fast and his voice was muffled. I could hear the moderator better than the speaker.

Aurora R.
March 4, 2019
4.0 / 5
Webinar Rating:
4.3 Stars
Speaker Rating:
3.5 Stars
Do you have any other comments, questions or concerns?
Our internet cut out several times and I missed the last few minutes

ATAAA Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.

ATATX Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in accounting.

ATAOP Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in operations.