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K2's 2024 Excel Best Practices And Features

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

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

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


Excel remains a staple tool for virtually all accounting and financial professionals. In this session learn about many of the newer features in Excel, along with some you may have overlooked in the past…truly “must-see CPE!”

Basic Course Information

Learning Objectives
  • List examples of new functions and features in Excel
  • Differentiate between Excel 2024 and subscription-based versions of Excel
  • Identify steps necessary to automate tasks in Excel
  • Specify the actions required to integrate data from other sources into Excel

Major Subjects
  • What to look for in Excel 2024
  • How to take advantage of new functions and features in Excel
  • Integrating Excel data with other applications
  • Improving Excel security

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.


Mon, Jul 29, 2024 - 02:00pm to 03:46pm EDT
Mon, Aug 05, 2024 - 04:00pm to 05:46pm EDT
Fri, Aug 23, 2024 - 10:00am to 11:46am EDT
Mon, Sep 09, 2024 - 12:00pm to 01:46pm EDT
Wed, Sep 25, 2024 - 02:00pm to 03:46pm EDT
Fri, Oct 11, 2024 - 04:00pm to 05:46pm EDT
Sat, Oct 26, 2024 - 10:00am to 11:46am EDT
Wed, Nov 06, 2024 - 12:00pm to 01:46pm EST
Fri, Nov 22, 2024 - 02:00pm to 03:46pm EST
Sat, Dec 07, 2024 - 04:00pm to 05:46pm EST
Wed, Dec 18, 2024 - 10:00am to 11:46am EST
Fri, Dec 27, 2024 - 12:00pm to 01:46pm EST
Thu, Jan 09, 2025 - 02:00pm to 03:46pm EST
Wed, Jan 29, 2025 - 04:00pm to 05:46pm EST
Fri, Feb 07, 2025 - 10:00am to 11:46am EST
Thu, Feb 20, 2025 - 07:00pm to 08:46pm EST
Tue, Mar 11, 2025 - 02:00pm to 03:46pm EDT
Sat, Mar 29, 2025 - 04:00pm to 05:46pm EDT
Tue, Apr 08, 2025 - 10:00am to 11:46am EDT
Thu, Apr 17, 2025 - 12:00pm to 01:46pm EDT
Sat, May 03, 2025 - 02:00pm to 03:46pm EDT
Thu, May 22, 2025 - 07:00pm to 08:46pm EDT

Additional Info

Basic Course Information

Prerequisites Fundamental understanding of Excel
Advanced Preparation Fundamental understanding of business-related technology
Designed For

Business professionals seeking to use Microsoft Office Excel more effectively


Original Recording Date



Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/02/2024

Additional Information

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:

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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:      5

Total Reviews: 4