Not Found
Live Webcast Replay

K2’s Excel Best Practices

Total Credits: 8 including 8 Computer Software & Applications - Non-technical

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

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



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 in Excel.


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 versions 2007 and newer.


Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • 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 techniques 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 various techniques 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

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.


Mon, Mar 15, 2021 - 08:30am to 04:13pm EDT
Sat, Mar 27, 2021 - 10:00am to 05:43pm EDT
Thu, Apr 15, 2021 - 08:30am to 04:13pm EDT
Tue, Apr 27, 2021 - 10:00am to 05:43pm EDT
Sat, May 15, 2021 - 08:30am to 04:13pm EDT
Thu, May 27, 2021 - 10:00am to 05:43pm EDT
Tue, Jun 15, 2021 - 08:30am to 04:13pm EDT
Tue, Jun 29, 2021 - 10:00am to 05:43pm EDT
Thu, Jul 15, 2021 - 08:30am to 04:13pm EDT
Tue, Jul 27, 2021 - 10:00am to 05:43pm EDT
Thu, Aug 12, 2021 - 08:30am to 04:13pm EDT
Fri, Aug 27, 2021 - 10:00am to 05:43pm EDT
Wed, Sep 15, 2021 - 08:30am to 04:13pm EDT
Mon, Sep 27, 2021 - 10:00am to 05:43pm EDT
Fri, Oct 15, 2021 - 08:30am to 04:13pm EDT
Wed, Oct 27, 2021 - 10:00am to 05:43pm EDT
Mon, Nov 15, 2021 - 08:30am to 04:13pm EST
Sat, Nov 27, 2021 - 10:00am to 05:43pm EST
Wed, Dec 15, 2021 - 08:30am to 04:13pm EST
Mon, Dec 27, 2021 - 10:00am to 05:43pm EST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
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., (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:      4.7

Total Reviews: 9


John M

"Great subject matter and very good presenter. Excel courses are always helpful as Excel widely used. Would like to see more advanced Excel subject matter like PowerPivot, PowerView, etc."

Thomas K

"Excellent course!"

Stephen T - Spicewood, Texas

"Lots of good information."

Please wait ...

Back to Top