Skip to main content
Live Webcast Replay

K2’s 2023 Mastering Advanced Excel Functions

Total Credits: 4 including 4 Computer Software & Applications - Non-technical

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

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


With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels.

In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.

Basic Course Information

Learning Objectives
  • List examples of best practices for constructing formulas in Excel spreadsheets
  • Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
  • Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
  • Cite examples of when using Dynamic Arrays would be useful
  • Differentiate between Excel’s AGGREGATE and SUBTOTAL functions
  • Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function

Major Subjects
  • Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
  • How to use “legacy” features and functions such as AGGREGATE
  • Creating effective forecasts in Excel

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.


Mon, Dec 04, 2023 - 08:00am to 11:37am MST
Tue, Dec 12, 2023 - 04:00pm to 07:37pm MST
Fri, Dec 22, 2023 - 12:00pm to 03:37pm MST
Thu, Jan 11, 2024 - 02:00pm to 05:37pm MST
Wed, Jan 31, 2024 - 08:00am to 11:37am MST
Thu, Feb 08, 2024 - 04:00pm to 07:37pm MST
Tue, Feb 20, 2024 - 12:00pm to 03:37pm MST
Sat, Mar 02, 2024 - 02:00pm to 05:37pm MST
Tue, Mar 19, 2024 - 08:00am to 11:37am MDT
Tue, Apr 09, 2024 - 10:00am to 01:37pm MDT
Thu, Apr 25, 2024 - 12:00pm to 03:37pm MDT
Sat, May 04, 2024 - 02:00pm to 05:37pm MDT
Thu, May 16, 2024 - 08:00am to 11:37am MDT
Sat, Jun 08, 2024 - 10:00am to 01:37pm MDT
Thu, Jun 13, 2024 - 12:00pm to 03:37pm MDT
Thu, Jun 27, 2024 - 04:00pm to 07:37pm MDT

Additional Info

Basic Course Information

Original Recording Date


Date Added to Catalog 8/22/2023
Prerequisites Fundamental knowledge of Excel 2019 or newer
Advanced Preparation None
Designed For Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets
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: 2