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Live Webcast Replay

K2's 2023 Ten Must Know Features In Excel

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

Average Rating:
ACPEN Industry Institute |  Technology |  Accounting and Auditing
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.


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!

Basic Course Information

Learning 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

Major Subjects
  • 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

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.


Tue, Jun 25, 2024 - 04:00pm to 05:47pm EDT
Thu, Jul 04, 2024 - 09:00am to 10:47am EDT
Fri, Jul 12, 2024 - 11:00am to 12:47pm EDT
Sat, Jul 20, 2024 - 01:00pm to 02:47pm EDT
Fri, Aug 02, 2024 - 03:00pm to 04:47pm EDT
Tue, Aug 27, 2024 - 07:00pm to 08:47pm EDT
Fri, Sep 06, 2024 - 09:00am to 10:47am EDT
Thu, Sep 19, 2024 - 11:00am to 12:47pm EDT
Thu, Oct 03, 2024 - 01:00pm to 02:47pm EDT
Fri, Oct 18, 2024 - 03:00pm to 04:47pm EDT
Thu, Nov 07, 2024 - 05:00pm to 06:47pm EST
Sat, Nov 23, 2024 - 09:00am to 10:47am EST
Fri, Dec 06, 2024 - 11:00am to 12:47pm EST
Mon, Dec 16, 2024 - 01:00pm to 02:47pm EST
Tue, Dec 24, 2024 - 07:00pm to 08:47pm EST
Thu, Jan 02, 2025 - 05:00pm to 06:47pm EST
Sat, Jan 25, 2025 - 09:00am to 10:47am EST
Thu, Feb 06, 2025 - 11:00am to 12:47pm EST
Wed, Feb 19, 2025 - 01:00pm to 02:47pm EST
Tue, Mar 04, 2025 - 03:00pm to 04:47pm EST
Mon, Mar 17, 2025 - 05:00pm to 06:47pm EDT
Thu, Apr 03, 2025 - 06:00pm to 07:47pm EDT
Sat, Apr 19, 2025 - 11:00am to 12:47pm EDT
Mon, May 05, 2025 - 01:00pm to 02:47pm EDT
Wed, May 21, 2025 - 03:00pm to 04:47pm EDT

Additional Info

Basic Course Information

Prerequisites Basic knowledge of Microsoft Office Excel
Advanced Preparation None
Designed For Accounting and financial professionals seeking to improve their efficiency and effectiveness when working with Excel
Original Recording Date 2023
Course Developer K2 Enterprises
Date Added to Catalog


Yellow Book No

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:      4.6

Total Reviews: 31


Elizabeth S

"This course was a great update on Excel. Very useful information"

Shyam K


Emily I

"I learned a few things! "