K2's Intro To Excel Macros Webcast | 4193602G

Date :
September 11, 2019 9:00 AM - 12:30 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Basic
Member Price :
150.00
Nonmember Price :
201.00
CPE Credits :
CPE 4.00
Show tabs

Recieve an introduction to macros and Visual Basic for Applications (VBA) in Excel. Designed for those with little, if any, experience working with macros, learn the fundamentals of creating and working with macros in Excel.

More specifically, learn how to use Excel’s Macro Recorder to write simple, yet effective, macros; how to secure and share macros with other Excel users; how to create user-defined functions to solve specific accountant-centric problems in Excel; and how to create macros that run automatically when a user opens a workbook. Also, cover the basics of VBA, including many necessary elements to write macros that can improve productivity with Excel. Don’t miss this unique opportunity to learn how to begin working with macros—one of Excel’s most powerful tools.

Objectives:

  • Create a macro in Excel using the Macro Recorder tool.
  • Manage the fundamental elements of macros in Excel, including accessing macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros and macro security.
  • Identify the usefulness of the Macro Recorder and list four key limitations of the Macro Recorder; additionally, modify Excel’s Quick Access Toolbar and the Ribbon to provide shortcuts to macros.
  • List the nine key elements of macros written using Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes.
  • Create variables in macros and identify the purpose of branching and conditional logic routines such as IF/THEN/ELSE, DO/WHILE and CASE.

Major Subjects:

  • Macro Recorder tool
  • Macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security
  • Excel’s Quick Access Toolbar and the Ribbon to provide shortcuts to macros
  • Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes

Advanced Prep:

None.

Misc. Information:

Save with Discount Programs

Join or Renew Today
Level of Difficulty:
Basic
Field of Interest:
Computer Software and Applications
Prerequisites:

None.

Designed For:

Business and financial professionals.

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.

No Agenda or Materials posted.