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Live Webcast Replay

K2’s Advanced Excel


Total Credits: 8 including 4 Accounting - Technical, 4 Computer Software & Applications - Non-technical

Average Rating:
   4.8
Category:
ACPEN Industry Institute |  Industry |  Accounting and Auditing |  Technology
Faculty:
Tommy Stephens
Course Levels:
Advanced
Duration:
8 hours
License:
Access for 30 day(s) after program date.

Dates


Description

If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.

The content of this course draws from over twenty-five years of experience in delivering Excel training to accountants and other business professionals and throughout the program, relevant, real-world examples reinforce the major topics presented. You do not want to miss this opportunity to become more efficient and proficient in Microsoft Office Excel, the accounting and financial professional’s tool of choice. This course covers advanced Excel topics found in Excel 2007 through Excel 2016.

Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
  • Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
  • Import and link data into Excel from external sources – including text, Access, and SQL Server – and use advanced tools, such as Power Query and various cleanup tools to manipulate the data to meet specific needs
  • Use advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas
  •  Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
  • Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Major Subjects
  • Excel
  • Accounting
  • Computer Software & Applications

Course Materials

Faculty

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.


Dates

Thu, Mar 04, 2021 - 02:30pm to 10:08pm EST
Mon, Mar 22, 2021 - 09:30am to 05:08pm EDT
Thu, Apr 15, 2021 - 02:30pm to 10:08pm EDT
Mon, May 03, 2021 - 09:30am to 05:08pm EDT
Thu, May 27, 2021 - 02:30pm to 10:08pm EDT
Mon, Jun 14, 2021 - 09:30am to 05:08pm EDT
Thu, Jul 08, 2021 - 02:30pm to 10:08pm EDT
Mon, Jul 26, 2021 - 09:30am to 05:08pm EDT
Thu, Aug 19, 2021 - 02:30pm to 10:08pm EDT
Tue, Sep 07, 2021 - 09:30am to 05:08pm EDT
Mon, Sep 27, 2021 - 09:30am to 05:08pm EDT
Thu, Oct 21, 2021 - 02:30pm to 10:08pm EDT
Mon, Nov 08, 2021 - 09:30am to 05:08pm EST
Thu, Dec 02, 2021 - 02:30pm to 10:08pm EST
Mon, Dec 20, 2021 - 09:30am to 05:08pm EST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Experienced Excel user
Advanced Preparation None
Designed For Business professionals who work with Excel 2007 or newer and want to extend their knowledge with advanced features and functions
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

Reviews

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Overall:      4.8

Total Reviews: 5

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