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K2's Excel's Best New Features


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

Average Rating:
   67
Categories:
ACPEN INDUSTRY |  Industry |  Practice Management
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
2 Hours
License:

Dates


Description

With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and 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
  • Apply primary new functions available in Excel, including STOCKHISTORY, SORT, and FILTER
  • Employ Excel’s co-authoring feature to collaborate in real-time with other users
  • List at least three new functions that capitalize on Excel’s Dynamic Arrays feature
  • Utilize Excel’s XLOOKUP and XMATCH functions to locate data in spreadsheets

Major Subjects
  • New functions available in Excel 2016 and newer, including subscription-based Excel versions
  • How to collaborate more effectively in newer versions of Excel
  • The importance of Dynamic Arrays and related functions
  • The continued evolution of Power Query

Course Materials

Faculty

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

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

Shareholder

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.


Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 07/05/2021
Prerequisites None
Advanced Preparation None
Designed For Excel users who desire to learn about and take advantage of recently-added features to Excel
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. 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


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.
Course Registration Requirements Online Registration

Reviews

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Overall:      4.8

Total Reviews: 67

Comments

Mary B - Dallas, Texas

"Wow. LOTS of content. I will have to go back through the notes a few times to really get it. Great handouts, well done."

Susan G

"Will sign up for all his classes at this level, or start at this level and build on just one or two of these concepts"

Jennifer C - Katy, Texas

"Very informative."

Lorie N

"Thank you for continuing to offer courses on technology like Excel. Would love to see new features on a recurring schedule"

Sean E

"Great overview of new features in Excel."

Staub J

"Very useful course"