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Live Webcast Replay

K2'S 2022 Supercharging Your Spreadsheet Collaboration


Total Credits: 1 including 1 Information Technology - Technical

Average Rating:
   13
Categories:
ACPEN Industry Institute |  Industry |  Technology
Faculty:
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
1 Hour
License:
Product Setting: Expires 30 day(s) after program date.

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


Description

Collaboration is a key to productivity and success. But remote work can make collaboration more challenging, including collaborating on spreadsheets. Fortunately, tools such as portals with check-in/check-out capabilities, version control, comment tracking, and co-authoring can enable online spreadsheet collaboration. Further, Excel’s Inquire tool can facilitate spreadsheet collaboration in offline environments.

Don’t let remote work hamper your spreadsheet collaboration needs! Participate in this session to learn how to collaborate on spreadsheets effectively from anywhere using tools you already own or license.

Basic Course Information

Learning Objectives
  • Select various Excel features associated with collaboration
  • List the steps necessary to use Excel’s Inquire tool to identify differences between two spreadsheets
  • Differentiate between the capabilities of Excel’s Notes feature and its Comments feature
  • Choose the correct definitions for key terms associated with file storage such as check-in/check-out and version control from a list of options

Major Subjects
  • Collaboration methods using Microsoft Office and Microsoft 365
  • Ways to track changes to sheets and compare different versions of a file
  • Tools for sharing and responding to comments among a team from within a file

Course Materials

Faculty

Brian F. Tankersley, CPA.CITP, CGMA's Profile

Brian F. Tankersley, CPA.CITP, CGMA Related Seminars and Products

Director, Strategic Relationships

K2 Enterprises, LLC


Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com).  Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.  Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA).  He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.


Dates

Tue, Mar 05, 2024 - 07:00am to 07:59am MST
Thu, Mar 14, 2024 - 09:00am to 09:59am MDT
Sat, Mar 23, 2024 - 12:00pm to 12:59pm MDT
Thu, Apr 04, 2024 - 05:00pm to 05:59pm MDT
Mon, Apr 15, 2024 - 07:00am to 07:59am MDT
Thu, Apr 25, 2024 - 09:00am to 09:59am MDT
Sat, May 04, 2024 - 12:00pm to 12:59pm MDT
Mon, May 13, 2024 - 02:00pm to 02:59pm MDT
Wed, May 29, 2024 - 07:00am to 07:59am MDT
Thu, Jun 06, 2024 - 09:00am to 09:59am MDT
Thu, Jun 13, 2024 - 04:00pm to 04:59pm MDT
Sat, Jun 22, 2024 - 02:00pm to 02:59pm MDT
Thu, Jun 27, 2024 - 07:00am to 07:59am MDT

Additional Info

Basic Course Information

Prerequisites Working knowledge of Microsoft Office Excel
Advanced Preparation None
Designed For Business professionals who are seeking to stay abreast of major technology developments
Original Recording Date 2022
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 03/15/2022

Additional Information

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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


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. 


Reviews

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Overall:      4.9

Total Reviews: 13