Excel® for Payroll Professionals

Learn how to use Excel® to improve procedures and increase efficiency in payroll.

Many payroll professionals are unaware of Excel®'s many features and functions they can implement to improve the accuracy and efficiency of their payroll production.

During this comprehensive topic, Excel® expert David Ringstrom, CPA, shares applicable Excel® fundamentals that will enable payroll professionals to achieve those goals. Step-by-step, David demonstrates and explains: mathematics for employee timesheets, date and time formatting and stamping, conditional formatting to highlight HR requirements, password protection for sensitive payroll files and worksheets, salary information formatting, and using pivot tables for HR reporting and analysis tasks.

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 material as well as in his detailed handouts. David also provides an Excel® workbook that includes most of the examples he uses during the topic.

Color-Coding the Top or Bottom Amounts, Such as Salaries, Within a List by Way of Conditional Formatting

Multiplying Hours by Hourly Rates to Summarize Payroll Information With a Single Formula With Excel®'s SUMPRODUCT Function

Limiting Access to Sensitive Workbooks by Way of Password Protection

Reformatting Social Security Numbers With Flash Fill in Excel® 2013 and Later

Redacting Portions of Social Security Numbers, Either Temporarily via Custom Number Formatting or Permanently, by Way of Excel®'s TEXT Worksheet Function

Initiating a Pivot Table From a List of Data, Such as an Employee List

Using Pivot Tables to Pull Random Sets of Employees, Such as for Drug Testing Selection

Understanding the Nuances of Formatting Numbers Within Pivot Tables

Drilling Down Into Numbers With a Double-Click-or Preventing Other Users From Being Able to Do so

Discovering the Capabilities of the SUMPRODUCT Function

Understanding the Differences in Pivot Table Interfaces in Excel® 2010 and Earlier and Excel® 2013 and Later

• CPE
• AIPB
• SHRM
• NASBA

• HR Certification Institute

For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

David H. Ringstrom, CPA, Accounting Advisors, Inc.

• Acclaimed Microsoft Excel® expert he is the 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 Microsoft Excel®’s 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”; in his training sessions he 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 AccountingWeb (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 1-2-3”; “Inside Quattro Pro”; “Inside FileMaker Pro”; “Inside Peachtree” and “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. in accounting, Georgia State University
• Can be contacted on Twitter @excelwriter