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K2's 2023 Introduction To Excel Macros

Total Credits: 4 including 4 Computer Software & Applications - Non-technical

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

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


You have used Excel for years and perhaps Lotus 123 before that. And through all that time, you have repeatedly said, “One day, I’ll learn how to write macros.” Finally, that time has arrived because this four-hour program will introduce you to the wide world of Excel macros and Visual Basic for Applications (VBA).

This course teaches the fundamentals of creating and working with macros in Excel and is designed specifically for those with little experience working with macros. More specifically, taking this course will teach you how to use Excel’s Macro Recorder to write simple yet effective macros. You will also learn how to secure and share macros with other Excel users and create user-defined functions to solve specific accountant-centric problems in Excel. Further, you will learn how to create macros that run when a user opens a workbook and VBA basics. Don’t miss this unique opportunity to learn how to begin working with macros – one of Excel’s most powerful tools.

Basic Course Information

Learning Objectives
  • Create a macro in Excel using the Macro Recorder tool
  • Manage the fundamental elements of macros in Excel, including accessing macro functionality, naming macros, shortcut keys, storing and deleting macros, absolute vs. relative cell references in macros, and macro security
  • Identify the usefulness of the Macro Recorder and list four critical limitations of the Macro Recorder; additionally, modify Excel’s Quick Access Toolbar and the Ribbon to provide shortcuts to macros
  • List the nine essential elements of macros written using Visual Basic for Applications and utilize the Visual Basic Editor; manage macros through copy/paste and delete processes
  • Create variables in macros and identify the purpose of branching and conditional logic routines such as IF/THEN/ELSE, DO/WHILE, and CASE

Major Subjects
  • Getting started with Excel macros by using the Macro Recorder
  • Fundamentals of writing VBA code
  • Saving and sharing macros
  • Getting started with User-Defined Functions

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 25, 2024 - 08:00am to 11:37am AKDT
Sat, May 04, 2024 - 10:00am to 01:37pm AKDT
Thu, May 16, 2024 - 12:00pm to 03:37pm AKDT
Sat, Jun 08, 2024 - 06:00am to 09:37am AKDT
Thu, Jun 13, 2024 - 08:00am to 11:37am AKDT
Thu, Jun 27, 2024 - 02:00pm to 05:37pm AKDT
Mon, Jul 15, 2024 - 07:00am to 10:37am AKDT
Wed, Jul 31, 2024 - 09:00am to 12:37pm AKDT
Thu, Aug 15, 2024 - 03:00pm to 06:37pm AKDT
Mon, Aug 26, 2024 - 01:00pm to 04:37pm AKDT
Wed, Sep 11, 2024 - 05:00am to 08:37am AKDT
Sat, Sep 28, 2024 - 07:00am to 10:37am AKDT
Mon, Oct 14, 2024 - 09:00am to 12:37pm AKDT
Thu, Oct 31, 2024 - 03:00pm to 06:37pm AKDT
Mon, Nov 04, 2024 - 01:00pm to 04:37pm AKST
Mon, Nov 18, 2024 - 05:00am to 08:37am AKST
Wed, Dec 11, 2024 - 07:00am to 10:37am AKST
Sat, Dec 14, 2024 - 09:00am to 12:37pm AKST
Tue, Dec 31, 2024 - 11:00am to 02:37pm AKST
Mon, Jan 13, 2025 - 01:00pm to 04:37pm AKST
Fri, Jan 31, 2025 - 05:00am to 08:37am AKST
Thu, Feb 13, 2025 - 03:00pm to 06:37pm AKST
Wed, Feb 26, 2025 - 09:00am to 12:37pm AKST
Mon, Mar 03, 2025 - 11:00am to 02:37pm AKST
Sat, Mar 15, 2025 - 01:00pm to 04:37pm AKDT
Mon, Apr 14, 2025 - 05:00am to 08:37am AKDT
Wed, Apr 30, 2025 - 07:00am to 10:37am AKDT
Thu, May 08, 2025 - 09:00am to 12:37pm AKDT
Sat, May 31, 2025 - 11:00am to 02:37pm AKDT

Additional Info

Basic Course Information

Original Recording Date 2023
Date Added to Catalog 8/22/2023
Prerequisites None
Advanced Preparation None
Designed For

Business professionals seeking to extend Excel’s functionality with simple yet highly effective macros


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: 3