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K2's 2023 Excel Best Practices

Total Credits: 8 including 8 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
8 hours
Product Setting: Expires 30 day(s) after program date.

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


As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, 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: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and 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-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.


Basic Course Information

Learning Objectives
  • 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 methods 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 different practices 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

Major Subjects
  • Best practices associated with creating Excel workbooks, including managing workbooks
  • How to secure Excel workbooks
  • Collaboration options and best practices in Excel
  • Effective reporting techniques 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.


Thu, Apr 18, 2024 - 07:00am to 02:36pm AKDT
Mon, May 06, 2024 - 08:00am to 03:36pm AKDT
Wed, May 15, 2024 - 05:00am to 12:36pm AKDT
Wed, Jun 05, 2024 - 06:00am to 01:36pm AKDT
Thu, Jun 13, 2024 - 07:00am to 02:36pm AKDT
Wed, Jun 19, 2024 - 08:00am to 03:36pm AKDT
Fri, Jul 12, 2024 - 09:00am to 04:36pm AKDT
Thu, Jul 25, 2024 - 11:00am to 06:36pm AKDT
Mon, Aug 12, 2024 - 01:00pm to 08:36pm AKDT
Thu, Aug 29, 2024 - 05:00am to 12:36pm AKDT
Tue, Sep 10, 2024 - 03:00pm to 10:36pm AKDT
Mon, Sep 30, 2024 - 09:00am to 04:36pm AKDT
Wed, Oct 02, 2024 - 11:00am to 06:36pm AKDT
Tue, Oct 29, 2024 - 03:00pm to 10:36pm AKDT
Tue, Nov 05, 2024 - 05:00am to 12:36pm AKST
Wed, Nov 20, 2024 - 07:00am to 02:36pm AKST
Mon, Dec 09, 2024 - 09:00am to 04:36pm AKST
Fri, Dec 20, 2024 - 11:00am to 06:36pm AKST
Mon, Dec 30, 2024 - 01:00pm to 08:36pm AKST
Sat, Jan 04, 2025 - 05:00am to 12:36pm AKST
Thu, Jan 23, 2025 - 07:00am to 02:36pm AKST
Wed, Feb 12, 2025 - 09:00am to 04:36pm AKST
Fri, Feb 21, 2025 - 11:00am to 06:36pm AKST
Sat, Mar 08, 2025 - 01:00pm to 08:36pm AKST
Fri, Mar 28, 2025 - 05:00am to 12:36pm AKDT
Thu, Apr 10, 2025 - 07:00am to 02:36pm AKDT
Fri, Apr 25, 2025 - 09:00am to 04:36pm AKDT
Tue, May 06, 2025 - 02:00pm to 09:36pm AKDT
Sat, May 17, 2025 - 01:00pm to 08:36pm AKDT

Additional Info

Basic Course Information

Original Recording Date 2023
Date Added to Catalog 8/22/2023
Prerequisites Fundamental knowledge of Microsoft Office Excel 2019 or newer
Advanced Preparation None
Designed For Excel users who want to learn best practices for working with spreadsheets
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: 15


Joel M - Covington, Louisiana

"This was a great course presented in an informative manner"