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Live Webcast Replay

K2's 2023 Ten Must Know Features In Excel


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

Average Rating:
   9
Categories:
ACPEN Industry Institute |  Technology |  Accounting and Auditing
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
2 Hours
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

Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore, don't use them. Of course, this leads to inefficiencies and errors. Isn't it time to stop this madness? This session is for you if you're ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!

Basic Course Information

Learning Objectives
  • List at least three primary features associated with Power Query
  • Identify the steps necessary to utilize modern collaboration options in Excel
  • Cite examples of the benefits related to using dynamic arrays
  • Differentiate between Solver and Scenario Manager as optimization tools
  • Identify at least three benefits of protecting your data with Sensitivity Labels

Major Subjects
  • How to securely and efficiently collaborate with others
  • Using Excel for optimization scenarios
  • Creating “audit trails” in Excel
  • Define “dynamic arrays” and list examples of their benefits

Course Materials

Faculty

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

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products

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

Wed, Mar 06, 2024 - 02:00pm to 03:47pm MST
Sat, Mar 30, 2024 - 08:00am to 09:47am MDT
Tue, Apr 02, 2024 - 05:00pm to 06:47pm MDT
Mon, Apr 22, 2024 - 12:00pm to 01:47pm MDT
Fri, May 10, 2024 - 02:00pm to 03:47pm MDT
Sat, May 11, 2024 - 09:00am to 10:47am MDT
Tue, May 28, 2024 - 05:00pm to 06:47pm MDT
Sat, Jun 01, 2024 - 09:00am to 10:47am MDT
Thu, Jun 06, 2024 - 10:00am to 11:47am MDT
Fri, Jun 14, 2024 - 12:00pm to 01:47pm MDT
Tue, Jun 25, 2024 - 02:00pm to 03:47pm MDT
Thu, Jul 04, 2024 - 07:00am to 08:47am MDT
Fri, Jul 12, 2024 - 09:00am to 10:47am MDT
Sat, Jul 20, 2024 - 11:00am to 12:47pm MDT
Fri, Aug 02, 2024 - 01:00pm to 02:47pm MDT
Tue, Aug 27, 2024 - 05:00pm to 06:47pm MDT
Fri, Sep 06, 2024 - 07:00am to 08:47am MDT
Thu, Sep 19, 2024 - 09:00am to 10:47am MDT
Thu, Oct 03, 2024 - 11:00am to 12:47pm MDT
Fri, Oct 18, 2024 - 01:00pm to 02:47pm MDT
Thu, Nov 07, 2024 - 03:00pm to 04:47pm MST
Sat, Nov 23, 2024 - 07:00am to 08:47am MST
Fri, Dec 06, 2024 - 09:00am to 10:47am MST
Mon, Dec 16, 2024 - 11:00am to 12:47pm MST
Tue, Dec 24, 2024 - 05:00pm to 06:47pm MST
Thu, Jan 02, 2025 - 03:00pm to 04:47pm MST
Sat, Jan 25, 2025 - 07:00am to 08:47am MST
Thu, Feb 06, 2025 - 09:00am to 10:47am MST
Wed, Feb 19, 2025 - 11:00am to 12:47pm MST
Tue, Mar 04, 2025 - 01:00pm to 02:47pm MST
Mon, Mar 17, 2025 - 03:00pm to 04:47pm MDT
Thu, Apr 03, 2025 - 04:00pm to 05:47pm MDT
Sat, Apr 19, 2025 - 09:00am to 10:47am MDT
Mon, May 05, 2025 - 11:00am to 12:47pm MDT
Wed, May 21, 2025 - 01:00pm to 02:47pm MDT

Additional Info

Basic Course Information

Prerequisites Basic knowledge of Microsoft Office Excel
Advanced Preparation None
Designed For Accounting and financial professionals seeking to improve their efficiency and effectiveness when working with Excel
Original Recording Date 2023
Course Developer K2 Enterprises
Date Added to Catalog

05/22/2023


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

5
4
3
2
1

Overall:      4.4

Total Reviews: 9

Comments

Shyam K

"VERY GOOD"

Emily I

"I learned a few things! "