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K2's Formatting Excel Spreadsheets The Right Way


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

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Categories:
ACPEN Industry Institute |  Industry
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

Some estimates indicate that business professionals spend almost half their time in Excel applying formats. If you want better formatting results in less time, participate in this session to learn the best practices for formatting your Excel spreadsheets.

In this session, you will learn best practices for applying formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial time when working in Excel.

Basic Course Information

Learning Objectives
  • Identify the benefits of using Styles for formatting
  • Specify which Custom Format codes are necessary for specific situations
  • List advantages of using Excel template files
  • Cite examples of when using the Accounting format is useful

Major Subjects
  • Creating and using Styles in Excel
  • The Accounting Format and why you should use it
  • How to Create Custom Formats  
  • Formatting dates for maximum impact
  • The advantages of storing formats in templates

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-five years, Tommy has presented over 2,700 educational sessions to over 70,000 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 American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Dates

Fri, May 02, 2025 - 01:00pm to 03:00pm CDT
Sat, May 31, 2025 - 12:00pm to 02:00pm CDT
Mon, Jun 09, 2025 - 11:00am to 01:00pm CDT
Fri, Jun 27, 2025 - 12:00pm to 02:00pm CDT
Thu, Jul 03, 2025 - 01:00pm to 03:00pm CDT
Thu, Jul 31, 2025 - 12:00pm to 02:00pm CDT
Sat, Aug 09, 2025 - 11:00am to 01:00pm CDT
Wed, Aug 27, 2025 - 09:00am to 11:00am CDT
Thu, Sep 04, 2025 - 01:00pm to 03:00pm CDT
Tue, Sep 30, 2025 - 12:00pm to 02:00pm CDT
Thu, Oct 09, 2025 - 11:00am to 01:00pm CDT
Mon, Oct 27, 2025 - 09:00am to 11:00am CDT
Tue, Nov 04, 2025 - 01:00pm to 03:00pm CST
Mon, Nov 24, 2025 - 12:00pm to 02:00pm CST
Tue, Dec 09, 2025 - 11:00am to 01:00pm CST
Sat, Dec 27, 2025 - 09:00am to 11:00am CST
Tue, Jan 06, 2026 - 01:00pm to 03:00pm CST
Fri, Jan 30, 2026 - 12:00pm to 02:00pm CST
Mon, Feb 09, 2026 - 11:00am to 01:00pm CST
Fri, Feb 27, 2026 - 09:00am to 11:00am CST
Wed, Mar 04, 2026 - 01:00pm to 03:00pm CST
Mon, Mar 30, 2026 - 12:00pm to 02:00pm CDT
Thu, Apr 09, 2026 - 11:00am to 01:00pm CDT
Mon, Apr 27, 2026 - 09:00am to 11:00am CDT
Mon, May 04, 2026 - 01:00pm to 03:00pm CDT
Sat, May 30, 2026 - 12:00pm to 02:00pm CDT

Additional Info

Basic Course Information

Original Recording Date

2025


Date Added to Catalog 03/17/2025
Prerequisites Fundamental knowledge of Excel
Advanced Preparation None
Designed For

Accounting and financial professionals desiring to learn the most effective and efficient ways to format Excel 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. 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

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