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Live Webcast Replay

K2'S Supercharging Your Spreadsheet Collaboration


Total Credits: 1 including 1 Information Technology - Technical

Average Rating:
   18
Categories:
ACPEN Industry Institute |  Industry |  Technology
Speaker:
Brian F. Tankersley, CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
1 Hour

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


Description

Collaboration is a key to productivity and success. But remote work can make collaboration more challenging, including collaborating on spreadsheets. Fortunately, tools such as portals with check-in/check-out capabilities, version control, comment tracking, and co-authoring can enable online spreadsheet collaboration. Further, Excel’s Inquire tool can facilitate spreadsheet collaboration in offline environments.

Don’t let remote work hamper your spreadsheet collaboration needs! Participate in this session to learn how to collaborate on spreadsheets effectively from anywhere using tools you already own or license.

Basic Course Information

Learning Objectives
  • Select various Excel features associated with collaboration
  • List the steps necessary to use Excel’s Inquire tool to identify differences between two spreadsheets
  • Differentiate between the capabilities of Excel’s Notes feature and its Comments feature
  • Choose the correct definitions for key terms associated with file storage such as check-in/check-out and version control from a list of options

Major Subjects
  • Collaboration methods using Microsoft Office and Microsoft 365
  • Ways to track changes to sheets and compare different versions of a file
  • Tools for sharing and responding to comments among a team from within a file

Course Materials

Speaker

Brian F. Tankersley, CPA.CITP, CGMA's Profile

Brian F. Tankersley, CPA.CITP, CGMA Related Seminars and Products

Director, Strategic Relationships

K2 Enterprises, LLC


Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com).  Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.  Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.  He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA).  He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.


Dates

Tue, Feb 25, 2025 - 09:00am to 09:59am CST
Sat, Mar 01, 2025 - 11:00am to 11:59am CST
Fri, Mar 07, 2025 - 12:00pm to 12:59pm CST
Tue, Mar 25, 2025 - 09:00am to 09:59am CDT
Fri, Apr 18, 2025 - 12:00pm to 12:59pm CDT
Tue, Apr 22, 2025 - 09:00am to 09:59am CDT
Sat, May 03, 2025 - 11:00am to 11:59am CDT
Tue, May 20, 2025 - 09:00am to 09:59am CDT
Fri, May 30, 2025 - 12:00pm to 12:59pm CDT
Tue, Jun 17, 2025 - 09:00am to 09:59am CDT
Sat, Jul 05, 2025 - 11:00am to 11:59am CDT
Fri, Jul 11, 2025 - 12:00pm to 12:59pm CDT
Tue, Jul 15, 2025 - 09:00am to 09:59am CDT
Tue, Aug 12, 2025 - 09:00am to 09:59am CDT
Fri, Aug 22, 2025 - 12:00pm to 12:59pm CDT
Sat, Sep 06, 2025 - 11:00am to 11:59am CDT
Tue, Sep 09, 2025 - 09:00am to 09:59am CDT
Fri, Oct 03, 2025 - 12:00pm to 12:59pm CDT
Tue, Oct 07, 2025 - 09:00am to 09:59am CDT
Sat, Nov 01, 2025 - 11:00am to 11:59am CDT
Tue, Nov 04, 2025 - 09:00am to 09:59am CST
Fri, Nov 14, 2025 - 12:00pm to 12:59pm CST
Tue, Dec 02, 2025 - 09:00am to 09:59am CST
Fri, Dec 26, 2025 - 12:00pm to 12:59pm CST
Tue, Dec 30, 2025 - 09:00am to 09:59am CST
Sat, Jan 03, 2026 - 11:00am to 11:59am CST
Tue, Jan 27, 2026 - 09:00am to 09:59am CST
Fri, Feb 06, 2026 - 12:00pm to 12:59pm CST
Tue, Feb 24, 2026 - 09:00am to 09:59am CST
Sat, Mar 07, 2026 - 11:00am to 11:59am CST
Fri, Mar 20, 2026 - 12:00pm to 12:59pm CDT
Tue, Mar 24, 2026 - 09:00am to 09:59am CDT
Tue, Apr 21, 2026 - 09:00am to 09:59am CDT
Fri, May 01, 2026 - 12:00pm to 12:59pm CDT
Sat, May 02, 2026 - 11:00am to 11:59am CDT
Tue, May 19, 2026 - 09:00am to 09:59am CDT

Additional Info

Basic Course Information

Prerequisites Working knowledge of Microsoft Office Excel
Advanced Preparation None
Designed For

Accounting and financial professionals seeking to enhance their spreadsheet collaboration efforts


Original Recording Date 2022
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 03/15/2022

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


Reviews

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Overall:      4.7

Total Reviews: 18