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Live Webcast Replay

K2’s Introduction to Excel Macros


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

Average Rating:
   4.5
Category:
ACPEN Industry Institute |  Industry |  Technology
Faculty:
Thomas G. Stephens, Jr., CPA.CITP, CGMA
Course Levels:
Basic
Duration:
4 hours
License:
Access for 30 day(s) after program date.

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


Description

You have used Excel for years and Lotus prior to that. During this time, you have said repeatedly, “One day, I’ll learn how to write macros.” Well, that time has arrived because this four-hour program will introduce you to the wide world of macros and Visual Basic for Applications (VBA) in Excel.

 

Designed for those with little, if any, experience working with macros, this course will teach the fundamentals of creating and working with macros in Excel. More specifically, you will learn how to use Excel’s Macro Recorder to write simple, yet effective, macros; how to secure and share macros with other Excel users; how to create user-defined functions to solve specific accountant-centric problems in Excel; and how to create macros that run automatically when a user opens a workbook. You will also learn the basics of VBA, including many necessary elements to write macros that can make you and your team more effective and productive with Excel. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools.

Basic Course Information

Learning Objectives

Upon completing this course, you should be able to

  • Create a macro in Excel using the Macro Recorder tool
  • Manage the fundamental elements of macros in Excel, including accessing macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security
  • Identify the usefulness of the Macro Recorder and list four key limitations of the Macro Recorder; additionally, modify Excel’s Quick Access Toolbar and the Ribbon to provide shortcuts to macros
  • List the nine key elements of macros written using Visual Basic for Applications and utilize the Visual Basic Editor;  manage macros through copy/paste and delete processes
  • Create variables in macros and identify the purpose of branching and conditional logic routines such as IF/THEN/ELSE, DO/WHILE, and CASE

Major Subjects
  • Computer Software & Applications
  • Excel Macros

Course Materials

Faculty

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

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

Shareholder

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.


Dates

Sat, Mar 20, 2021 - 12:30pm to 04:09pm MDT
Thu, Apr 01, 2021 - 08:00am to 11:39am MDT
Tue, Apr 20, 2021 - 12:30pm to 04:09pm MDT
Sat, May 01, 2021 - 08:00am to 11:39am MDT
Thu, May 20, 2021 - 12:30pm to 04:09pm MDT
Tue, Jun 01, 2021 - 08:00am to 11:39am MDT
Fri, Jun 18, 2021 - 12:30pm to 04:09pm MDT
Thu, Jul 01, 2021 - 08:00am to 11:39am MDT
Tue, Jul 20, 2021 - 12:30pm to 04:09pm MDT
Mon, Aug 02, 2021 - 08:00am to 11:39am MDT
Fri, Aug 20, 2021 - 12:30pm to 04:09pm MDT
Wed, Sep 01, 2021 - 08:00am to 11:39am MDT
Mon, Sep 20, 2021 - 12:30pm to 04:09pm MDT
Fri, Oct 01, 2021 - 08:00am to 11:39am MDT
Wed, Oct 20, 2021 - 12:30pm to 04:09pm MDT
Mon, Nov 01, 2021 - 08:00am to 11:39am MDT
Sat, Nov 20, 2021 - 12:30pm to 04:09pm MST
Wed, Dec 01, 2021 - 08:00am to 11:39am MST
Mon, Dec 20, 2021 - 12:30pm to 04:09pm MST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites None
Advanced Preparation None
Designed For Business professionals seeking to extend Excel’s functionality with simple, yet highly-effective, macros
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. anne.taylor@acpen.com, (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: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

Reviews

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Overall:      4.5

Total Reviews: 13

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