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Excel now has approximately 500 functions, many unused by accounting and finance professionals. This two-hour session will improve your Excel productivity, by introducing powerful and timesaving functions. This session is a must for Excel Users.
• List the three Excel functions for computing payments, payment interest, and principal write down
• Differentiate between the GETPIVOTDATA and CUBEVALUE functions
• Recognize similarities in using the SUBTOTAL and AGGREGATE functions
• Identify the steps necessary to create array formulas using ordinary Excel functions
• Using financial functions to calculate loan payments, depreciation, and cash flows
• Retrieve summarized data with the GETPIVOTDATA and CUBEVALUE functions
• Making sophisticated calculations with array formulas
Fundamental knowledge of hardware, software, and technology trends
Busy accounting and financial professionals who want to improve their personal and organizational productivity
Thomas G. Stephens, Jr. received a bachelor of business administration (accounting) from Auburn University in 1985. Upon graduation, Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a CPA, Stephens worked for BellSouth Corporation in Atlanta as an internal auditor. After two years as an auditor, he was promoted to staff manager and then operations manager of the internal audit group. In 1991, he transferred to the comptrollers’ department of BellSouth and served as manager of the cost accounting organization. While working full-time at BellSouth Corporation, Stephens also attended graduate school, earning a master’s degree in finance from Georgia State University in 1992.
Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education (CPE) courses to accounting and finance professionals. In 2003, Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally 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 19 years, Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide.
Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, he enjoys an active personal life as well. His hobbies include snow skiing, fishing, and running. Additionally, he maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants, and is a past member of the Institute of Internal Auditors.