K2's Ten Must Know Features In Excel
Total Credits: 2 including 2 Computer Software & Applications - Non-technical
- Average Rating:
- 41
- Categories:
- ACPEN Industry Institute | Technology | Accounting and Auditing
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Expires 30 day(s) after program date.
Description
Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore, don't use them. Of course, this leads to inefficiencies and errors. Isn't it time to stop this madness? This session is for you if you're ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!
Basic Course Information
Learning Objectives- List at least three primary features associated with Power Query
- Identify the steps necessary to utilize modern collaboration options in Excel
- Cite examples of the benefits related to using dynamic arrays
- Differentiate between Solver and Scenario Manager as optimization tools
- Identify at least three benefits of protecting your data with Sensitivity Labels
Major Subjects
- How to securely and efficiently collaborate with others
- Using Excel for optimization scenarios
- Creating “audit trails” in Excel
- Define “dynamic arrays” and list examples of their benefits
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
K2's Ten Must Know Features In Excel Handout (1.4 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
Sat, Apr 19, 2025 - 11:00am to 12:47pm EDT
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Mon, May 05, 2025 - 01:00pm to 02:47pm EDT
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Wed, May 21, 2025 - 03:00pm to 04:47pm EDT
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Fri, Jun 27, 2025 - 10:30am to 12:17pm EDT
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Mon, Jun 30, 2025 - 12:00pm to 01:47pm EDT
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Tue, Jul 08, 2025 - 03:00pm to 04:47pm EDT
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Fri, Jul 25, 2025 - 10:30am to 12:17pm EDT
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Mon, Aug 18, 2025 - 12:00pm to 01:47pm EDT
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Tue, Aug 19, 2025 - 03:00pm to 04:47pm EDT
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Fri, Aug 22, 2025 - 10:30am to 12:17pm EDT
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Fri, Sep 19, 2025 - 10:30am to 12:17pm EDT
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Tue, Sep 30, 2025 - 03:00pm to 04:47pm EDT
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Mon, Oct 06, 2025 - 12:00pm to 01:47pm EDT
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Fri, Oct 17, 2025 - 10:30am to 12:17pm EDT
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Tue, Nov 11, 2025 - 03:00pm to 04:47pm EST
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Fri, Nov 14, 2025 - 10:30am to 12:17pm EST
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Mon, Nov 24, 2025 - 12:00pm to 01:47pm EST
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Fri, Dec 12, 2025 - 10:30am to 12:17pm EST
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Tue, Dec 23, 2025 - 03:00pm to 04:47pm EST
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Fri, Jan 09, 2026 - 10:30am to 12:17pm EST
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Mon, Jan 12, 2026 - 12:00pm to 01:47pm EST
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Tue, Feb 03, 2026 - 03:00pm to 04:47pm EST
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Fri, Feb 06, 2026 - 10:30am to 12:17pm EST
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Mon, Mar 02, 2026 - 12:00pm to 01:47pm EST
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Fri, Mar 06, 2026 - 10:30am to 12:17pm EST
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Tue, Mar 17, 2026 - 03:00pm to 04:47pm EDT
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Fri, Apr 03, 2026 - 10:30am to 12:17pm EDT
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Mon, Apr 20, 2026 - 12:00pm to 01:47pm EDT
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Tue, Apr 28, 2026 - 03:00pm to 04:47pm EDT
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Fri, May 01, 2026 - 10:30am to 12:17pm EDT
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Fri, May 29, 2026 - 10:30am to 12:17pm EDT
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Additional Info
Basic Course Information
Prerequisites Basic knowledge of Microsoft Office ExcelAdvanced Preparation None
Designed For Accounting and financial professionals seeking to improve their efficiency and effectiveness when working with Excel
Original Recording Date 2023
Course Developer K2 Enterprises
Date Added to Catalog
05/22/2023
Yellow Book No
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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