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K2’s Excel Best Practices

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
Access for 30 day(s) after program date.

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



As spreadsheets continue to evolve, so too must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.


Today’s best practices for Excel differ significantly from those used in the past and you will learn the best ways to work with Excel spreadsheets in this “must see” CPE program. Course materials include relevant examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential.


This course covers features found in Excel versions 2007 and newer.


Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • List critical spreadsheet design fundamentals
  • Identify techniques used to minimize data input errors
  • Utilize Excel’s Table feature as a foundational component of spreadsheets
  • Identify and implement three different techniques for consolidating data
  • Utilize various Excel features, such as Go To Special to solve specific spreadsheet issues
  • List and apply four techniques for sharing an Excel workbook and collaborating with others
  • Implement various techniques for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
  • Identify the advantages of working with Defined Names in Excel
  • List and apply six techniques for securing Excel data

Major Subjects
  • Computer Software & Applications
  • Excel

Course Materials


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

Thomas G. Stephens, Jr., CPA.CITP, CGMA Related seminars and products: 45


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, Mar 15, 2021 - 06:30am to 02:13pm MDT
Sat, Mar 27, 2021 - 08:00am to 03:43pm MDT
Thu, Apr 15, 2021 - 06:30am to 02:13pm MDT
Tue, Apr 27, 2021 - 08:00am to 03:43pm MDT
Sat, May 15, 2021 - 06:30am to 02:13pm MDT
Thu, May 27, 2021 - 08:00am to 03:43pm MDT
Tue, Jun 15, 2021 - 06:30am to 02:13pm MDT
Tue, Jun 29, 2021 - 08:00am to 03:43pm MDT
Thu, Jul 15, 2021 - 06:30am to 02:13pm MDT
Tue, Jul 27, 2021 - 08:00am to 03:43pm MDT
Thu, Aug 12, 2021 - 06:30am to 02:13pm MDT
Fri, Aug 27, 2021 - 08:00am to 03:43pm MDT
Wed, Sep 15, 2021 - 06:30am to 02:13pm MDT
Mon, Sep 27, 2021 - 08:00am to 03:43pm MDT
Fri, Oct 15, 2021 - 06:30am to 02:13pm MDT
Wed, Oct 27, 2021 - 08:00am to 03:43pm MDT
Mon, Nov 15, 2021 - 06:30am to 02:13pm MST
Sat, Nov 27, 2021 - 08:00am to 03:43pm MST
Wed, Dec 15, 2021 - 06:30am to 02:13pm MST
Mon, Dec 27, 2021 - 08:00am to 03:43pm MST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Fundamental knowledge of Microsoft Office Excel 2007 or newer
Advanced Preparation None
Designed For Excel users who want to learn best practices for working 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:      4.7

Total Reviews: 9


John M

"Great subject matter and very good presenter. Excel courses are always helpful as Excel widely used. Would like to see more advanced Excel subject matter like PowerPivot, PowerView, etc."

Thomas K

"Excellent course!"

Stephen T - Spicewood, Texas

"Lots of good information."

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