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K2's Formatting Excel Spreadsheets The Right Way

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
2 Hours
Access for 30 day(s) after program date.

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


Some estimates indicate that business professionals spend as much as half their time in Excel working on formatting. If you are interested in getting better formatting results in less time, participate in this session to learn the best practices for applying formats in Excel. 

In this session, you will learn the right way to apply formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial amounts of time when working in Excel.

Basic Course Information

Learning Objectives
  • Identify the benefits of using Styles for formatting
  • Specify which Custom Format codes are necessary for specific situations
  • List advantages of using Excel template files
  • Cite examples of when using the Accounting format is useful

Major Subjects
  • Creating and using Styles in Excel
  • The Accounting Format and why you should use it
  • How to Create Custom Formats  
  • Formatting dates for maximum impact
  • The advantages of storing formats in templates

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.


Fri, Mar 31, 2023 - 02:00pm to 03:50pm MDT
Sat, Apr 08, 2023 - 08:00am to 09:50am MDT
Fri, Apr 14, 2023 - 10:00am to 11:50am MDT
Thu, Apr 20, 2023 - 04:00pm to 05:50pm MDT
Sat, Apr 29, 2023 - 02:00pm to 03:50pm MDT
Mon, May 08, 2023 - 08:00am to 09:50am MDT
Mon, May 15, 2023 - 10:00am to 11:50am MDT
Fri, May 19, 2023 - 12:00pm to 01:50pm MDT
Wed, May 24, 2023 - 02:00pm to 03:50pm MDT
Fri, Jun 02, 2023 - 08:00am to 09:50am MDT
Sat, Jun 10, 2023 - 10:00am to 11:50am MDT
Mon, Jun 19, 2023 - 12:00pm to 01:50pm MDT
Fri, Jun 30, 2023 - 02:00pm to 03:50pm MDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 07/01/2021
Prerequisites None
Advanced Preparation None
Designed For

Business professionals desiring to learn the most effective and efficient ways to format Excel 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:      4.8

Total Reviews: 41


Bill P

"Tommy does a great presentation"

Sheryl W

"Extremely helpful information. Thank-you!"

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