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K2's Advanced Excel Webinar


Feb. 1
8:00 a.m. - 3:30 p.m.

CPE Credits



PICPA Member: $295 | Nonmember: $400

 More Information

Course No.
Experienced-level knowledge of Excel.


Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency.Create tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model.Import and link data into Excel from external sources—including text, Access, and SQL Server—and use advanced tools, such as Power Query and various cleanup tools to manipulate the data to meet specific needs.Use advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas.Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables.Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information.


Elevate your Excel skills in thisadvanced Excel course. This laptop-friendly program will cover critical advanced Excel skills in six key areas.Identify ways to collaborate with other users and securing workbooks. Review how tables are used to analyze and report data. Discover ways to integrate and manipulate data from external sources. Learn how to create and audit complex formulas. Review advanced data analysis tools. Lastly, identify visualization techniques to analyze and communicate information.


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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