Have you signed up for Part 1 yet? Part 1 is always the best place to start in this much needed 2-Part Series. Each step is important. There is just too much information to pack into one day.
Part 1 begins on 10/25/2023 and can be found at:
https://www.irem.org/webinars/id-webfasw-1023hq02/automating_cam_reconciliations_in_excel_part_1
10/26/2023
11 am PT / 12 pm MT / 1 pm CT / 2 pm ET
*approximate length: 45 minutes to 1 hour
Presenter: David Ringstrom, CPA
In this presentation Excel expert David H. Ringstrom, CPA builds on the concepts shown in Part 1 of this series by showing you how to use pivot tables to summarize your CAM results. He will also show how to create gross-up calculations in Excel.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.
Microsoft 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.
Who should attend: Practitioners that need to put together common area maintenance allocation spreadsheets
Topics covered:
- Building a CAM gross-up schedule from scratch
- Building a series of self-updating dates with Excel's DATE function
- Filtering data within pivot tables in Excel 2010 and later by way of the Slicer feature
- Incorporating decisions into calculations with Excel's IF function
- Summarizing CAM amounts and true ups with pivot tables
Level: Intermediate
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively.