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Live Webcast Replay

K2's Testing and Auditing Excel Workbooks

Total Credits: 4.4 including 4.4 Information Technology - Technical

Average Rating:
ACPEN Industry Institute |  Industry
Tommy Stephens
Course Levels:
4.4 Hours
Access for 30 day(s) after program date.

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


Excel errors continue to plague organizations of all sizes – estimates peg the error rate at approximately 90%. As spreadsheets become ever-more common, testing and auditing Excel workbooks becomes more necessary than ever to mitigate the effects these errors could have on virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before they adversely affect reports and decision-making processes and in this session you will learn procedures for testing and auditing Excel workbooks.


In this session you will learn how to apply best practices to reduce the error rate in workbooks that you and others on your team create and edit. Equally important, you will learn how to take advantage of add-ins for Excel that can programmatically scan and audit your spreadsheets to identify potentially disastrous errors while there is still time to correct them. You do not want to miss this opportunity to learn how tools such as PerfectXL, ClusterSeven, and ActiveData can help you and your team to identify and correct potentially disastrous spreadsheet errors.


Basic Course Information

Learning Objectives
  • List common causes of spreadsheet errors and the potential impact of these errors
  • Identify best practices to reduce the number of errors in Excel workbooks 
  • Implement various Excel add-ins to programmatically identify spreadsheet errors

Major Subjects
  • Causes of spreadsheet errors
  • Real-world examples of spreadsheet errors
  • Best practices for spreadsheet design
  • Tools to assist in identifying and addressing risk factors in Excel spreadsheets

Course Materials


Tommy Stephens Related seminars and products: 46

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985.  Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm.  After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor.  After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group.  In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization.   While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area.  In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses.  Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals.  In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally 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-two years, Mr. Stephens has presented over 2,100 educational sessions to over 61,000 participants nationwide.

Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms.  In addition to an active professional career, Mr. Stephens enjoys an active personal life as well.  He and Michelle – his wife of thirty-one years – have two children.  His hobbies include snow skiing, fishing, and running.  Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.


Sat, Mar 13, 2021 - 07:00am to 10:39am MST
Mon, Mar 29, 2021 - 10:00am to 01:39pm MDT
Wed, Apr 14, 2021 - 02:00pm to 05:39pm MDT
Fri, Apr 30, 2021 - 09:00am to 12:39pm MDT
Fri, May 07, 2021 - 08:00am to 11:39am MDT
Mon, May 17, 2021 - 12:00pm to 03:39pm MDT
Sat, Jun 05, 2021 - 11:00am to 02:39pm MDT
Thu, Jun 17, 2021 - 06:00pm to 09:39pm MDT
Wed, Jul 07, 2021 - 07:00am to 10:39am MDT
Sat, Jul 24, 2021 - 03:00pm to 06:39pm MDT
Mon, Aug 09, 2021 - 09:00am to 12:39pm MDT
Thu, Aug 19, 2021 - 07:00am to 10:39am MDT
Thu, Sep 09, 2021 - 12:00pm to 03:39pm MDT
Mon, Sep 20, 2021 - 10:00am to 01:39pm MDT
Fri, Oct 08, 2021 - 02:00pm to 05:39pm MDT
Tue, Oct 19, 2021 - 06:00pm to 09:39pm MDT
Sat, Nov 06, 2021 - 11:00am to 02:39pm MDT
Wed, Nov 24, 2021 - 12:00pm to 03:39pm MST
Tue, Dec 21, 2021 - 06:00pm to 09:39pm MST
Thu, Dec 30, 2021 - 09:00am to 12:39pm MST

Additional Info

Basic Course Information

Original Recording Date 11/14/19
Date Added to Catalog 01/24/2020
Prerequisites Fundamental understanding of Microsoft Office Excel 2013 and newer
Advanced Preparation None
Designed For Business professionals seeking to reduce errors and improve accuracy and efficiency when working with Microsoft Office Excel. Although many of the concepts in this program apply to Microsoft Office Excel for the Mac, this course focuses on techniques found in Microsoft Office Excel for Windows
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:      4.9

Total Reviews: 14


Christopher L

"Tommy is just about the best instructor I can imagine for this course. He is excellent in every way and also keeps a detailed, very technical session moving along with good speed, but plenty of useable details."

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