K2's Excel Best Practices Webcast | 4203637K

Date :
January 14, 2021 6:00 AM - 1:30 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Intermediate
Member Price :
289.00
Nonmember Price :
389.00
CPE Credits :
CPE 8.00
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As spreadsheets continue to evolve, so must your practices for creating, editing, and auditing. Gain an in-depth understanding of techniques to work with Excel, learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.
 
Today’s best practices for Excel differ significantly from those of the past. Course materials include relevant examples to enhance your learning experience. Participate in this program to update your skills, using Excel to its fullest potential.
 
This course covers features found in Excel versions 2007 and newer.

 

 
 

Objectives:

 
  • List critical spreadsheet design fundamentals.
  • Identify techniques used to minimize data input errors.
  • Utilize Excel’s Table feature as a foundational component of spreadsheets.
  • Identify and implement three different techniques for consolidating data.
  • Utilize various Excel features, such as Go To Special to solve specific spreadsheet issues.
  • List and apply four techniques for sharing an Excel workbook and collaborating with others.
  • Implement various techniques for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing.
  • Identify the advantages of working with Defined Names in Excel.
  • List and apply six techniques for securing Excel data.
 
 

Major Subjects:

 
  • Spreadsheet design
  • Excel’s Table feature
  • Excel features
  • Sharing and collaborating with others
  • Defined Names in Excel
  • Securing Excel data
 
 

Advanced Prep:

 

 None.

 
 

Misc. Information:

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Level of Difficulty:
Intermediate
Field of Interest:
Computer Software and Applications
Prerequisites:
 

Fundamental knowledge of Microsoft Office Excel 2007 or newer.

 
 
Designed For:
 

Excel users who want to learn best practices for working with spreadsheets

 
 

Instructors

Thomas G. Stephens, Jr, CGMA, CITP, CPA

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.

Materials:

  • Materials - ebook