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K2’s Introduction to Excel Macros

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

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

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


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


  • 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


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 - 12:30pm to 04:10pm MDT
Wed, Apr 05, 2023 - 08:15am to 11:55am MDT
Sat, Apr 08, 2023 - 01:15pm to 04:55pm MDT
Thu, Apr 20, 2023 - 12:30pm to 04:10pm MDT
Tue, Apr 25, 2023 - 08:15am to 11:55am MDT
Fri, Apr 28, 2023 - 12:30pm to 04:10pm MDT
Wed, May 03, 2023 - 08:15am to 11:55am MDT
Thu, May 18, 2023 - 12:30pm to 04:10pm MDT
Fri, May 26, 2023 - 12:30pm to 04:10pm MDT
Tue, May 30, 2023 - 08:15am to 11:55am MDT
Wed, Jun 07, 2023 - 08:15am to 11:55am MDT
Thu, Jun 15, 2023 - 12:30pm to 04:10pm MDT
Tue, Jun 27, 2023 - 08:15am to 11:55am MDT
Fri, Jun 30, 2023 - 12:30pm to 04:10pm MDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/25/2021
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., (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: 55


Joseph F

"I really thought the speaker did an excellent job with clarity of material and speech."

Thomas F - Portage, Michigan

"Thank you for the detailed handout -- it will be a helpful reference guide as I get more into macros. Great presenter!"

Truesdell Kimberly C T - Carrollton, Texas

"Great presentation with lots of helpful examples."

Susan M

"Very useful class!"

Sarah G

"Thanks! I cut my macro teeth on Lotus 123 but haven't used them since switching to Excel. (silly, I know). I feel confident that I can start using Macros again."

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