K2's Excel Best Practices (2021)
Gain an in-depth understanding of the best ways to work with Excel including creating, editing, securing and reporting on data.
K2'S Excel Best Practices
Learn to evolve as spreadsheets do
As spreadsheets continue to evolve, so too must your practices for creating, editing, and auditing them.
In this program devised by K2 and presented by Tommy Stephens, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas:
1. Creating and editing Excel workbooks
2. Securing Excel workbooks
3. Collaborating with others in Excel
4. Reporting on data contained in Excel
Today’s best practices for Excel differ significantly from those used in the past and you will learn the best ways to work with Excel spreadsheets in this 'must have' CPE program, worth 8 hours of CPE study time.
Course materials include relevant examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential.
This course covers features found in Excel versions 2010 and newer.
LEARNING OBJECTIVES
Upon completing this course, you should be able to:
- 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
COURSE INFORMATION
CPE credit: Recommended for 8 hours Computer Software and Applications
Prerequisites: Fundamental knowledge of Microsoft Office Excel 2010 or newer
Program level: Intermediate
Advance preparation: None
Who should participate: Excel users who want to learn best practices for working with spreadsheets. The program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.
Thomas G Stephens Jr.
CPA, CGMA, CITP
Course Instructor
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985.
Upon graduation, Tommy began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, he 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, Tommy also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.
Tommy left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, he provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses.
Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Tommy affiliated with K2 Enterprises and in 2007 he joined the firm as a partner.
To date, Tommy 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 twenty-four years, he has presented over 2,600 educational sessions to over 68,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. He maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Education
B.S.B.A., Accounting – Auburn University
M.S., Finance – Georgia State University
Professional Certifications and Affiliations
- Certified Public Accountant
- Certified Information Technology Professional
- Chartered Global Management Accountant
- Member American Institute of Certified Public Accountants
- Member Georgia Society of Certified Public Accountants
Meet The K2 Team
Course Instructors and Trainers
The experienced instructors at K2 Enterprises are a dynamic mix of professionals with a wealth of expertise and credentials such as CPA, JD, CITP, CGMA and MBA.
K2's team instructors have all worked in professional environments enabling them to bring 'real-world' examples and experience into the learning delivered through the on-demand courses available in Addviser.
Collectively they have delivered 10,000 programs to more than 100,000 accountants and are recognised leaders in their field staying ahead of developments in technology and how these changes will impact accounting and financial professionals.
K2's team instructors have all worked in professional environments enabling them to bring 'real-world' examples and experience into the learning delivered through the on-demand courses available in Addviser.
Collectively they have delivered 10,000 programs to more than 100,000 accountants and are recognised leaders in their field staying ahead of developments in technology and how these changes will impact accounting and financial professionals.
The Training
-
1
K2's Excel Best Practices
-
K2 Excel Best Practices - course overview
-
K2 Excel Best Practices - Video 1
-
K2 Excel Best Practices - Video 2
-
-
2
Chapter 1 - Designing and Constructing Spreadsheets
-
3
Chapter 2 - Improving Spreadsheet Performance
-
4
Chapter 3 - Creating, Auditing and Verifying Formulas
-
5
Chapter 4 - Securing Excel Data and Workbooks
-
6
Chapter 5 - Best Practices for Collaborating and Sharing in Excel
-
7
Chapter 6 - Reporting and Communicating with Excel