Description

LIVE ONLINE TRAINING COURSE

Many Excel workflows require users to make the same series of decisions each time a task is performed. Reports must be prepared, files updated, data checked, and recurring steps carried out in the correct sequence. Once those decisions have been made, Excel can often help preserve the process so that less human effort is required the next time.

In this practical session, David Ringstrom, CPA and author of Microsoft 365 Excel for Dummies, explores ways to turn recurring Excel work into more repeatable and dependable processes. You’ll learn how to recognize workflow decisions that can be made once and preserved, reduce unnecessary steps, create reusable starting points, and identify opportunities for Excel to carry more of the workload. Along the way, you’ll develop knowledge shortcuts for deciding when to streamline a process, when to automate it, and when human judgment should remain part of the workflow.

Session Highlights:

• Recognizing Repetitive Workflows: Identifying recurring steps and decisions
• Creating Reusable Starting Points: Templates, Excel Tables, Saved Settings
• Reducing Manual Intervention: Self-Updating Formulas, Data Validation, Refreshable Data
• Streamlining Multi-Step Processes: Quick Access Toolbar, Built-In Excel Automation
• Automating Repeatable Workflows: Power Query, Macros

Why You Should Attend:

Repetitive Excel tasks can quietly consume hours of valuable time—and the more often a process is repeated, the more opportunities there are for errors, missed steps, and inconsistent results.

This webinar will show you how to look beyond individual Excel tasks and start thinking in terms of smarter, repeatable workflows. You’ll learn how to identify recurring decisions, structure processes more efficiently, and use Excel to reduce unnecessary manual effort.

By attending, you’ll learn how to:

• Identify repetitive decisions and processes that can be streamlined
• Reduce manual steps and the risk of human error
• Create more consistent and repeatable Excel workflows
• Use Excel to support recurring tasks instead of starting from scratch each time
• Save time by turning established processes into smarter, more efficient routines
• Approach everyday Excel work with a more structured and automation-focused mindset

Whether you regularly prepare reports, update files, check data, or manage recurring processes, this webinar will help you spend less time repeating the work and more time focusing on what matters.

Who Should Attend:

Excel users who regularly repeat multi-step spreadsheet processes and want practical ways to reduce recurring decisions, simplify workflows, and determine which portions of the process Excel can handle for them.

• Accountants
• CPAs
• CFOs
• Controllers
• Income Tax Preparers
• Enrolled Agents
• Financial Consultants
• IT Professionals
• Auditors
• Human Resource Personnel
• Bookkeepers
• Excel Users
• Marketers
• Government Personnel

During the Q&A session following the live event, ask a question and get a direct response from our expert speaker.

Important Notice for Our “Live” Attendees: If you have enrolled in the “Live Webinar,” you will get your instruction kit before 24 hours of the live class.

For Recorded and E-transcript Participants: If you have signed up for the “Recorded” class or for the “E-transcript,” you will get access to the “Recording link” or the “PDF” within 24-48 hours of the live class.