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K2’s 2023 Excel Essentials For Staff Accountants

Total Credits: 8 including 8 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
8 hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Staff accountants have specific needs when working with Excel – needs that are often not met by their existing Excel knowledge. Chief among these are the needs to quickly summarize data, prepare accurate and aesthetically pleasing reports, and create accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills they need to maximize their efficiency and accuracy when working with Excel.

This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a “laptop-friendly” environment, and participants will have access to all the demonstration files used in the session. In sum, this seminar is a “must” for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.


Basic Course Information

Learning Objectives
  • List five critical best practices associated with creating workbooks and construct workbooks that comply with these principles
  • Utilize PivotTables and PivotCharts to summarize and present data quickly, without writing formulas
  • Build sophisticated formulas to assist with reporting and analysis, including formulas that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM
  • Create Tables from ranges of Excel data and identify the primary advantages of working with Tables
  • Apply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill
  • Work with date-oriented data in Excel and create calculations – such as those involving depreciation expense and interest accruals – that involve the passage of time

Major Subjects
  • Best practices for creating and working with Excel workbooks
  • Effectively using Excel functions when creating formulas
  • The importance of PivotTables in modern reporting environments
  • Best practices for formatting your workbooks

Course Materials


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products


K2 Enterprises

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Thu, Mar 07, 2024 - 07:00am to 02:37pm MST
Thu, Mar 21, 2024 - 08:00am to 03:37pm MDT
Fri, Apr 05, 2024 - 09:00am to 04:37pm MDT
Thu, Apr 18, 2024 - 10:00am to 05:37pm MDT
Mon, May 06, 2024 - 07:00am to 02:37pm MDT
Wed, May 15, 2024 - 08:00am to 03:37pm MDT
Wed, Jun 05, 2024 - 09:00am to 04:37pm MDT
Thu, Jun 13, 2024 - 05:00pm to Fri, Jun 14, 2024 - 12:37am MDT
Wed, Jun 19, 2024 - 07:00am to 02:37pm MDT
Fri, Jul 12, 2024 - 03:00pm to 10:37pm MDT
Thu, Jul 25, 2024 - 07:00am to 02:37pm MDT
Mon, Aug 12, 2024 - 09:00am to 04:37pm MDT
Thu, Aug 29, 2024 - 11:00am to 06:37pm MDT
Tue, Sep 10, 2024 - 01:00pm to 08:37pm MDT
Mon, Sep 30, 2024 - 03:00pm to 10:37pm MDT
Wed, Oct 02, 2024 - 07:00am to 02:37pm MDT
Tue, Oct 29, 2024 - 09:00am to 04:37pm MDT
Tue, Nov 05, 2024 - 05:00pm to Wed, Nov 06, 2024 - 12:37am MST
Wed, Nov 20, 2024 - 01:00pm to 08:37pm MST
Mon, Dec 09, 2024 - 03:00pm to 10:37pm MST
Fri, Dec 20, 2024 - 07:00am to 02:37pm MST
Mon, Dec 30, 2024 - 09:00am to 04:37pm MST
Sat, Jan 04, 2025 - 11:00am to 06:37pm MST
Thu, Jan 23, 2025 - 05:00pm to Fri, Jan 24, 2025 - 12:37am MST
Wed, Feb 12, 2025 - 03:00pm to 10:37pm MST
Fri, Feb 21, 2025 - 07:00am to 02:37pm MST
Sat, Mar 08, 2025 - 09:00am to 04:37pm MST
Fri, Mar 28, 2025 - 11:00am to 06:37pm MDT
Thu, Apr 10, 2025 - 01:00pm to 08:37pm MDT
Fri, Apr 25, 2025 - 03:00pm to 10:37pm MDT
Tue, May 06, 2025 - 05:00pm to Wed, May 07, 2025 - 12:37am MDT
Sat, May 17, 2025 - 09:00am to 04:37pm MDT

Additional Info

Basic Course Information

Original Recording Date 2023
Date Added to Catalog 8/22/2023
Prerequisites Fundamental knowledge of Microsoft Office Excel 2019 or newer
Advanced Preparation None
Designed For Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      5

Total Reviews: 3