Excel for Accountants & Payroll: Advanced 2025 Guide

Join Excel expert David Ringstrom, CPA, as he shares practical techniques to improve the accuracy and efficiency of your spreadsheets using Excel's powerful lookup functions and pivot tables. This Excel for Accountants 2025 session will equip you with the skills to streamline your data work confidently. In this hands-on session, you'll learn alternatives to VLOOKUP—like HLOOKUP, INDEX and MATCH, SUMIF, SUMIFS, and IFNA—as well as get a preview of the new XLOOKUP function available in Microsoft 365.

David demonstrates each technique twice: first through step-by-step PowerPoint slides, then directly in Excel 365. He also highlights key differences in older Excel versions (2019, 2016, 2013, etc.) and provides both a detailed handout and an example workbook.

Highlights Include:

• Creating and customizing pivot tables to summarize data instantly
• Comparing INDEX/MATCH to VLOOKUP and HLOOKUP
• Using wildcards, multiple criteria, and error-handling functions
• Understanding when and why #N/A or #REF! errors appear
• Filtering pivot tables using Slicers (Excel 2010 and later)
• Linking web data into Excel
• Performing dual lookups (across rows and columns)
• Learning about Excel 365's dynamic updates vs. fixed feature sets in older versions

Who Should Attend:

• Accountants, CPAs, and Bookkeepers
• Financial professionals, Auditors, and Controllers
• HR, IT staff, and Government personnel
• Excel users of all levels looking to level up

Live Webinar Attendees will receive their instruction kit 24 hours before the session.

Recorded and E-transcript Attendees will get access to the recording or PDF within 24–48 hours after the session.

Stick around for the live Q&A—David will answer your questions directly!