Financial reporting continues to involve repetitive workflows and carries ongoing risks of errors and misstatements. In this 2026 webcast, Excel expert David Ringstrom, CPA, will demonstrate how to build and utilize financial reporting templates—both as workbooks and worksheets—that serve as clean, reusable starting points. You’ll also learn how to generate automated financial statements directly from general ledger data using pivot tables, and then refine those reports with Slicer and Timeline filters. Each reporting period, you’ll simply replace the underlying general ledger data, and your Excel-based reports will refresh automatically.
David demonstrates every technique at least twice: first on a PowerPoint slide with numbered instructions, and then live in Microsoft 365 (subscription). During the session, he highlights key differences in perpetual Excel versions (Excel 2021, 2019, 2016, 2013, and earlier). Attendees also receive detailed reference handouts and an Excel workbook containing the majority of the live examples.
Microsoft 365 is a subscription product that receives continuous feature updates—often monthly. In contrast, perpetual license versions of Excel (for example, Excel 2021, 2019, 2016) have fixed feature sets that do not change after installation.
