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Live Webcast Replay

K2’s Excel Best Practices


Total Credits: 8 including 8 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:
Intermediate
Duration:
8 hours
License:
Never expires.

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


Description

 

As spreadsheets continue to evolve, so too must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained inExcel.Today’s best practices for Excel differ significantly from those used in the past,and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential.

This course covers features found in Excel versions2013and newer.

 

Basic Course Information

Learning Objectives
  • List critical spreadsheet design fundamentals
  • Identify techniques used to minimize data input errors
  • Utilize Excel’s Table feature as a foundational component of spreadsheets
  • Identify and implement three different methods for consolidating data
  • Utilize various Excel features, such as Go To Special,to solve specific spreadsheet issues
  • List and apply four techniques for sharing an Excel workbook and collaborating with others
  • Implement different practices for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing
  • Identify the advantages of working with Defined Names in Excel
  • List and apply six techniques for securing Excel data

Major Subjects
  • Computer Software & Applications
  • Excel

Handouts

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

Fri, Oct 15, 2021 - 08:30am to 04:10pm EDT
Wed, Oct 27, 2021 - 10:00am to 05:40pm EDT
Mon, Nov 15, 2021 - 08:30am to 04:10pm EST
Sat, Nov 27, 2021 - 10:00am to 05:40pm EST
Wed, Dec 15, 2021 - 08:30am to 04:10pm EST
Mon, Dec 27, 2021 - 10:00am to 05:40pm EST
Mon, Jan 03, 2022 - 10:00am to 05:40pm EST
Thu, Jan 20, 2022 - 10:00am to 05:40pm EST
Mon, Feb 07, 2022 - 10:00am to 05:40pm EST
Thu, Feb 17, 2022 - 10:00am to 05:40pm EST
Mon, Mar 07, 2022 - 10:00am to 05:40pm EST
Thu, Mar 17, 2022 - 10:00am to 05:40pm EDT
Mon, Apr 04, 2022 - 10:00am to 05:40pm EDT
Thu, Apr 21, 2022 - 10:00am to 05:40pm EDT
Mon, May 02, 2022 - 10:00am to 05:40pm EDT
Thu, May 19, 2022 - 10:00am to 05:40pm EDT
Mon, Jun 06, 2022 - 10:00am to 05:40pm EDT
Thu, Jun 16, 2022 - 10:00am to 05:40pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 06/22/2021
Prerequisites Fundamental knowledge of Microsoft Office Excel 2007 or newer
Advanced Preparation None
Designed For Excel users who want to learn best practices for working with spreadsheets
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

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