Skip to main content
Live Webcast Replay

K2's 2024 Excel Best Practices And Features


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

Average Rating:
   9
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

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

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

Thu, Feb 20, 2025 - 07:00pm to 08:46pm EST
Tue, Mar 11, 2025 - 02:00pm to 03:46pm EDT
Sat, Mar 29, 2025 - 04:00pm to 05:46pm EDT
Tue, Apr 08, 2025 - 10:00am to 11:46am EDT
Thu, Apr 17, 2025 - 12:00pm to 01:46pm EDT
Sat, May 03, 2025 - 02:00pm to 03:46pm EDT
Thu, May 22, 2025 - 07:00pm to 08:46pm EDT
Thu, Jun 05, 2025 - 01:00pm to 02:46pm EDT
Fri, Jun 20, 2025 - 09:00am to 10:46am EDT
Thu, Jul 10, 2025 - 04:00pm to 05:46pm EDT
Thu, Jul 17, 2025 - 01:00pm to 02:46pm EDT
Fri, Jul 25, 2025 - 09:00am to 10:46am EDT
Thu, Aug 28, 2025 - 01:00pm to 02:46pm EDT
Thu, Aug 28, 2025 - 04:00pm to 05:46pm EDT
Fri, Aug 29, 2025 - 09:00am to 10:46am EDT
Fri, Oct 03, 2025 - 09:00am to 10:46am EDT
Thu, Oct 09, 2025 - 01:00pm to 02:46pm EDT
Thu, Oct 16, 2025 - 04:00pm to 05:46pm EDT
Fri, Nov 07, 2025 - 09:00am to 10:46am EST
Thu, Nov 20, 2025 - 01:00pm to 02:46pm EST
Thu, Dec 04, 2025 - 04:00pm to 05:46pm EST
Fri, Dec 12, 2025 - 09:00am to 10:46am EST
Fri, Jan 16, 2026 - 09:00am to 10:46am EST
Thu, Jan 22, 2026 - 04:00pm to 05:46pm EST
Thu, Feb 12, 2026 - 01:00pm to 02:46pm EST
Fri, Feb 20, 2026 - 09:00am to 10:46am EST
Thu, Mar 12, 2026 - 04:00pm to 05:46pm EDT
Thu, Mar 26, 2026 - 01:00pm to 02:46pm EDT
Fri, Mar 27, 2026 - 09:00am to 10:46am EDT
Thu, Apr 30, 2026 - 04:00pm to 05:46pm EDT
Fri, May 01, 2026 - 09:00am to 10:46am EDT
Thu, May 07, 2026 - 01:00pm to 02:46pm EDT

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of Excel
Advanced 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 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. 


Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 9