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K2's Excel Best Practices Webinar


Jan. 14
9:00 a.m. - 4:30 p.m.

CPE Credits



PICPA Member: $295 | Nonmember: $400

 More Information

Course No.
Fundamental knowledge of Microsoft Office Excel 2007 or newer.


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 techniques 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 various techniques 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.


As spreadsheets continue to evolve, so must your practices for creating, editing, and auditing. Gain an in-depth understanding of techniques to work with Excel, 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 of the past. Course materials include relevant examples to enhance your learning experience. Participate in this program to update your skills, using Excel to its fullest potential. This course covers features found in Excel versions 2007 and newer.


Thomas G. Stephens, Jr., CPA.CITP

    • Bachelor of Science in Business Administration, Major in Accounting,Auburn University
    • Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
    • Twenty-five Years of Public Accounting Experience, Five Years of Corporate Internal Auditing Experience, Four Years of Corporate and Cost Accounting Experience
    • Nineteen Years of Experience as a Continuing Professional Education Discussion Leader
    • Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; Past Member of the Institute of Internal Auditors
    • To Date, Has Presented Over 1,800 Continuing Education Sessions to Over 55,000 Participants

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