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Live Webcast Replay

K2’s Excel Tips – Today’s Best Features


Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
Not yet rated
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.

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


Description

Wow! So many new Excel features and so little time! Microsoft continues to add tremendous functionality to Excel - the business professional's tool of choice. Yet most Excel users have not discovered these new tools and remain mired in yesterday's practices for working in Excel. In this session, you will learn how to use many of Excel's latest features to work more efficiently and effectively with your spreadsheets. Participate in this session to learn about recently released features such as PIVOTBY, GROUPBY, Office Scripts, integration with Copilot, new ways to share and collaborate in Excel, and data entry and formula improvements. If you work with Excel - and who doesn't - this session is necessary to help you improve your efficiency and effectiveness when using Excel.

Basic Course Information

Learning Objectives
  • List examples of key new features in Excel and how and why business professionals can take advantage of these tools
  • Identify use cases for Excel's PIVOTBY and GROUPBY functions
  • Specify how Office Scripts differ from traditional Excel macros
  • Cite examples of using Copilot in conjunction with Excel
  • List examples of new opportunities to collaborate with others using Excel

Major Subjects
  • New features and functions in Excel
  • How to improve efficiency and effectiveness when working in Excel
  • Taking advantage of Copilot integration with Excel
  • Better ways of creating and working with formulas

Course Materials

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-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

Thu, Jun 19, 2025 - 12:00pm to 02:00pm CDT
Fri, Jun 27, 2025 - 02:00pm to 04:00pm CDT
Wed, Jul 09, 2025 - 04:00pm to 06:00pm CDT
Tue, Jul 22, 2025 - 08:00am to 10:00am CDT
Thu, Aug 07, 2025 - 06:00pm to 08:00pm CDT
Wed, Aug 27, 2025 - 12:00pm to 02:00pm CDT
Thu, Sep 04, 2025 - 02:00pm to 04:00pm CDT
Sat, Sep 27, 2025 - 04:00pm to 06:00pm CDT
Mon, Oct 06, 2025 - 08:00am to 10:00am CDT
Thu, Oct 23, 2025 - 10:00am to 12:00pm CDT
Wed, Nov 05, 2025 - 12:00pm to 02:00pm CST
Sat, Nov 29, 2025 - 02:00pm to 04:00pm CST
Fri, Dec 05, 2025 - 04:00pm to 06:00pm CST
Sat, Dec 13, 2025 - 08:00am to 10:00am CST
Tue, Dec 23, 2025 - 10:00am to 12:00pm CST
Wed, Jan 07, 2026 - 12:00pm to 02:00pm CST
Thu, Jan 22, 2026 - 02:00pm to 04:00pm CST
Thu, Feb 05, 2026 - 06:00pm to 08:00pm CST
Tue, Feb 24, 2026 - 08:00am to 10:00am CST
Fri, Mar 13, 2026 - 10:00am to 12:00pm CDT
Tue, Mar 24, 2026 - 12:00pm to 02:00pm CDT
Wed, Apr 08, 2026 - 02:00pm to 04:00pm CDT
Sat, Apr 25, 2026 - 04:00pm to 06:00pm CDT
Tue, May 05, 2026 - 08:00am to 10:00am CDT
Thu, May 28, 2026 - 10:00am to 12:00pm CDT

Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of Excel
Advanced Preparation  None
Designed For Business professionals seeking to become more efficient and proficient with Excel
Original Recording Date

2025

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 04/2025

Additional Information

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


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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