K2's Excel Best Practices And Features
Total Credits: 2 including 2 Computer Software & Applications - Non-technical
- Average Rating:
- 10
- Categories:
- ACPEN Industry Institute | Technology
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Microsoft Office Excel is one of the most widely used applications by accounting and financial professionals. Yet, many remain unaware of new and improved features in Excel and, therefore, fail to reach the level of productivity and accuracy they desire. Further, with new features appearing in Excel provided through Microsoft 365 subscriptions and Excel 2024, it is more important now than ever to get up-to-speed on the world’s most popular spreadsheet!
Make plans now to elevate your Excel skills by participating in this session. You will learn about the newer features available to improve efficiency and accuracy in it. You will also learn about the importance of numerous legacy features in Excel and how you can – and should – continue to use these tools to improve productivity.
Basic Course Information
Learning Objectives- List examples of new functions and features in Excel
- Differentiate between Excel 2024 and subscription-based versions of Excel
- Identify steps necessary to automate tasks in Excel
- Specify the actions required to integrate data from other sources into Excel
Major Subjects
- What to look for in Excel 2024
- How to take advantage of new functions and features in Excel
- Integrating Excel data with other applications
- Improving Excel security
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
K2's 2024 Excel Best Practices And Features Handout (1.4 MB) | Available after Purchase |
Demo Files (12.4 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
Tue, Apr 08, 2025 - 09:00am to 10:46am CDT
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Thu, Apr 17, 2025 - 11:00am to 12:46pm CDT
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Sat, May 03, 2025 - 01:00pm to 02:46pm CDT
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Thu, May 22, 2025 - 06:00pm to 07:46pm CDT
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Thu, Jun 05, 2025 - 12:00pm to 01:46pm CDT
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Fri, Jun 20, 2025 - 08:00am to 09:46am CDT
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Thu, Jul 10, 2025 - 03:00pm to 04:46pm CDT
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Thu, Jul 17, 2025 - 12:00pm to 01:46pm CDT
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Fri, Jul 25, 2025 - 08:00am to 09:46am CDT
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Thu, Aug 28, 2025 - 12:00pm to 01:46pm CDT
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Thu, Aug 28, 2025 - 03:00pm to 04:46pm CDT
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Fri, Aug 29, 2025 - 08:00am to 09:46am CDT
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Fri, Oct 03, 2025 - 08:00am to 09:46am CDT
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Thu, Oct 09, 2025 - 12:00pm to 01:46pm CDT
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Thu, Oct 16, 2025 - 03:00pm to 04:46pm CDT
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Fri, Nov 07, 2025 - 08:00am to 09:46am CST
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Thu, Nov 20, 2025 - 12:00pm to 01:46pm CST
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Thu, Dec 04, 2025 - 03:00pm to 04:46pm CST
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Fri, Dec 12, 2025 - 08:00am to 09:46am CST
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Fri, Jan 16, 2026 - 08:00am to 09:46am CST
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Thu, Jan 22, 2026 - 03:00pm to 04:46pm CST
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Thu, Feb 12, 2026 - 12:00pm to 01:46pm CST
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Fri, Feb 20, 2026 - 08:00am to 09:46am CST
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Thu, Mar 12, 2026 - 03:00pm to 04:46pm CDT
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Thu, Mar 26, 2026 - 12:00pm to 01:46pm CDT
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Fri, Mar 27, 2026 - 08:00am to 09:46am CDT
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Thu, Apr 30, 2026 - 03:00pm to 04:46pm CDT
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Fri, May 01, 2026 - 08:00am to 09:46am CDT
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Thu, May 07, 2026 - 12:00pm to 01:46pm CDT
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Additional Info
Basic Course Information
Prerequisites Fundamental understanding of ExcelAdvanced Preparation Fundamental understanding of business-related technology
Designed For
Business professionals seeking to use Microsoft Office Excel more effectively
Original Recording Date
05/01/2024
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/02/2024
Additional Information
Complaint Resolution PolicyPlease 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
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
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.
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