K2's Advanced Excel
Total Credits: 8 including 4 Accounting - Technical, 4 Computer Software & Applications - Non-technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Industry | Accounting and Auditing | Technology
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Advanced
- Duration:
- 8 hours
- License:
- Product Setting: Expires 30 day(s) after program date.
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 course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.
Basic Course Information
Learning Objectives- 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 SUM PRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX,NETWORK DAYS, RAND, RAND BETWEEN, 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
- Collaboration and security techniques
- Tables, data models, and PivotTables
- Advanced formulas
- Data queries
- Creating effective visualizations
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
Faculty
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-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 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 AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Dates
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Fri, Jun 13, 2025 - 09:00am to 05:00pm CDT
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Mon, Jun 30, 2025 - 11:00am to 07:00pm CDT
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Fri, Jul 25, 2025 - 09:00am to 05:00pm CDT
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Wed, Jul 30, 2025 - 11:00am to 07:00pm CDT
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Fri, Aug 15, 2025 - 09:00am to 05:00pm CDT
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Sat, Aug 30, 2025 - 11:00am to 07:00pm CDT
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Fri, Sep 05, 2025 - 11:00am to 07:00pm CDT
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Fri, Sep 26, 2025 - 09:00am to 05:00pm CDT
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Tue, Sep 30, 2025 - 11:00am to 07:00pm CDT
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Fri, Oct 17, 2025 - 09:00am to 05:00pm CDT
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Thu, Oct 30, 2025 - 11:00am to 07:00pm CDT
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Fri, Nov 07, 2025 - 11:00am to 07:00pm CST
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Fri, Dec 19, 2025 - 09:00am to 05:00pm CST
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Tue, Dec 30, 2025 - 11:00am to 07:00pm CST
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Fri, Jan 09, 2026 - 09:00am to 05:00pm CST
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Fri, Jan 30, 2026 - 11:00am to 07:00pm CST
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Fri, Jan 30, 2026 - 11:00am to 07:00pm CST
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Fri, Feb 20, 2026 - 09:00am to 05:00pm CST
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Sat, Feb 28, 2026 - 11:00am to 07:00pm CST
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Fri, Mar 13, 2026 - 09:00am to 05:00pm CDT
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Sat, Mar 28, 2026 - 11:00am to 07:00pm CDT
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Fri, Apr 03, 2026 - 11:00am to 07:00pm CDT
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Fri, Apr 24, 2026 - 09:00am to 05:00pm CDT
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Tue, Apr 28, 2026 - 11:00am to 07:00pm CDT
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Fri, May 15, 2026 - 09:00am to 05:00pm CDT
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Thu, May 28, 2026 - 11:00am to 07:00pm CDT
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Additional Info
Basic Course Information
Original Recording Date 2025Date Added to Catalog 03/13/25
Prerequisites Experienced Excel user
Advanced Preparation None
Designed For
Business professionals who work with Excel 2019 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 BasedComplaint 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