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Creating CAM Reconciliations in Excel, Part 2

Member price:

$59.00

Your price:

$ 99.00

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 10/04/2022 and can be found at:

 https://www.irem.org/webinars/id-webfasw-2022hq36/creating_cam_reconciliations_in_excel_part_1

10/05/2022

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:

  • Use pivot tables in Excel to summarize results by property, building, or other segments
  • Create gross-up calculations for variable expenses that vary based up on occupancy
  • Calculating CAM pools by starting with your gross expenses and then deducting exceptions mandated with in each CAM pool
  • Calculating CAM based upon expense increases over a base year

Learning objectives:

  • Recall how to use pivot tables in Excel to automate reporting
  • State how to create gross-up calculations for variable expenses
  • Describe how to calculate CAM based upon expense increases over a base year

Level: Intermediate

David Ringstrom 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.

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