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Live Webcast Replay

K2’s 2023 Excel Tips, Tricks, and Techniques for Accountants

Total Credits: 8 including 4 Accounting - Technical, 4 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Accounting and Auditing |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
8 hours

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your level of experience, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples that will improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience in delivering spreadsheet training to accounting and financial professionals, which assures you of the relevance and usefulness of the information and guidance provided during the program.

Basic Course Information

Learning Objectives
  • Utilize various formula building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing VLOOKUP and HLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references
  • Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports
  • Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting
  • Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity

Major Subjects
  • Fundamental Excel techniques all accounting and financial professionals should know and use
  • Creating date-based calculations in Excel
  • How to create Excel templates
  • Key options you should enable in Excel
  • Linking data in Excel

Course Materials


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products


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.


Mon, Jun 24, 2024 - 09:00am to 04:37pm CDT
Mon, Jul 15, 2024 - 08:00am to 03:37pm CDT
Wed, Jul 31, 2024 - 10:00am to 05:37pm CDT
Thu, Aug 15, 2024 - 12:00pm to 07:37pm CDT
Mon, Aug 26, 2024 - 02:00pm to 09:37pm CDT
Wed, Sep 11, 2024 - 04:00pm to 11:37pm CDT
Sat, Sep 28, 2024 - 08:00am to 03:37pm CDT
Mon, Oct 14, 2024 - 10:00am to 05:37pm CDT
Thu, Oct 31, 2024 - 12:00pm to 07:37pm CDT
Mon, Nov 04, 2024 - 02:00pm to 09:37pm CST
Mon, Nov 18, 2024 - 04:00pm to 11:37pm CST
Wed, Dec 11, 2024 - 08:00am to 03:37pm CST
Sat, Dec 14, 2024 - 10:00am to 05:37pm CST
Tue, Dec 31, 2024 - 12:00pm to 07:37pm CST
Mon, Jan 13, 2025 - 02:00pm to 09:37pm CST
Fri, Jan 31, 2025 - 04:00pm to 11:37pm CST
Thu, Feb 13, 2025 - 05:00pm to Fri, Feb 14, 2025 - 12:37am CST
Wed, Feb 26, 2025 - 10:00am to 05:37pm CST
Mon, Mar 03, 2025 - 12:00pm to 07:37pm CST
Sat, Mar 15, 2025 - 02:00pm to 09:37pm CDT
Mon, Apr 14, 2025 - 04:00pm to 11:37pm CDT
Wed, Apr 30, 2025 - 08:00am to 03:37pm CDT
Thu, May 08, 2025 - 10:00am to 05:37pm CDT
Sat, May 31, 2025 - 12:00pm to 07:37pm CDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/22/2021
Prerequisites Fundamental knowledge of Microsoft Office Excel 2019 or newer
Advanced Preparation None
Designed For Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (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:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.9

Total Reviews: 16


William S

"Great course. Thanks! "

Shirley C

"Excellent instruction. I have been using excel for a long, long time and learned things I didn't know and some great tips from this course. Would highly recommend."

Tina G - St Augustine, Florida

"Great information"

Christian L - Winchester, Virginia

"A very thorough webinar on Excel and the many capabilities. Speaker was very knowledgeable and walked through functionality very well."