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Live Webcast Replay

K2’s Excel’s Best New Features

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
Thomas G. Stephens Jr., CPA.CITP, CGMA, Jr.
Course Levels:
2 Hours
Access for 30 day(s) after program date.

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


With the release of Excel 2019 and updates in Excel provided through Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to Power Query, new functions, and improved collaboration opportunities are all available in newer versions of Excel. For those who know about these new features and how to apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!

Basic Course Information

Learning Objectives
  • List major new features added to recent releases of Excel
  • Apply new functions and features to improve productivity when working with Excel
  • Use Excel to collaborate in real-time with other users
  • Link data from external data sources into Excel using Power Query

Major Subjects
  • New functions available in Excel such as IFS, SWITCH, and FORECAST.ETS
  • Creating Data Models and the importance of doing so
  • Enhanced collaboration tools in Excel
  • How to take advantage of Power Query

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.


Thu, May 20, 2021 - 06:00pm to 07:49pm CDT
Tue, May 25, 2021 - 10:00am to 11:49am CDT
Fri, Jun 11, 2021 - 01:00pm to 02:49pm CDT
Tue, Jun 29, 2021 - 06:00pm to 07:49pm CDT
Mon, Jul 05, 2021 - 10:00am to 11:49am CDT
Sat, Jul 24, 2021 - 09:00am to 10:49am CDT
Mon, Aug 09, 2021 - 03:00pm to 04:49pm CDT
Thu, Aug 19, 2021 - 06:00pm to 07:49pm CDT
Sat, Sep 25, 2021 - 10:00am to 11:49am CDT
Wed, Sep 29, 2021 - 09:00am to 10:49am CDT
Mon, Oct 04, 2021 - 10:00am to 11:49am CDT
Sat, Oct 16, 2021 - 03:00pm to 04:49pm CDT
Thu, Nov 04, 2021 - 10:00am to 11:49am CDT
Mon, Nov 15, 2021 - 09:00am to 10:49am CST
Thu, Dec 02, 2021 - 01:00pm to 02:49pm CST
Mon, Dec 20, 2021 - 11:00am to 12:49pm CST

Additional Info

Basic Course Information

Original Recording Date 11/14/19
Date Added to Catalog 11/14/19
Prerequisites None
Advanced Preparation None
Designed For Business professionals who use Excel and want to be able to identify and utilize the newest features in the application
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:      4.7

Total Reviews: 48


Karla A

"Tommy is a terrific presenter. I always learn a lot from him and the rest of the K2 team. Thank you!"

Marshall P

"Excellent speaker!!! Extremely knowledgeable and relatable. Highly recommend. I will look for this speaker in future CPE courses. "

Kailey G

"Great presentation, I have learned so much. Thanks for the wonderful material."

Barbara P

"Really good speaker"

Janice P

"Thank you"

James R

"Fantastic Info. Explained in a very easy to understand. Awesome job on taking the complex and making it simple. Thank you"

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