Recorded Microsoft Office
The Smarter Excel Workflow: Reduce Manual Work and Save Time
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 oft...
- Date & Time
- 27 Oct 2026 | 10:00 AM PDT
- Duration
- 90 Minutes
- Speaker
- David H. Ringstrom, CPA
- Credits
- Not accredited
Purchase Options
Secure 7-Day Refund Instant Access
Webinar Overview
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
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.
Speaker(s)