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K2's 2023 Ten Must Know Features In Excel

Monday, May 5
 1:00pm - 2:47pm

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2.00 Credits

Member Price $79.00

Non-Member Price $109.00

Overview

Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore, don't use them. Of course, this leads to inefficiencies and errors. Isn't it time to stop this madness? This session is for you if you're ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!

Objectives

  • List at least three primary features associated with Power Query
  • Identify the steps necessary to utilize modern collaboration options in Excel
  • Cite examples of the benefits related to using dynamic arrays
  • Differentiate between Solver and Scenario Manager as optimization tools
  • Identify at least three benefits of protecting your data with Sensitivity Labels

Highlights

  • How to securely and efficiently collaborate with others
  • Using Excel for optimization scenarios
  • Creating “audit trails” in Excel
  • Define “dynamic arrays” and list examples of their benefits

Designed For

Accounting and financial professionals seeking to improve their efficiency and effectiveness when working with Excel

Prerequisites

Basic knowledge of Microsoft Office Excel

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/loginhttps://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Leader(s):

Leader Bios

Thomas Stephens Jr., Shareholder, K2 Enterprises, LLC

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. Over the past twenty-seven years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.

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.

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Non-Member Price $109.00

Member Price $79.00