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K2's Excel Financial Modeling Best Practices Webinar


Feb. 23
1:00 - 2:40 p.m.

CPE Credits



PICPA Member: $75 | Nonmember: $101

 More Information

Course No.
Fundamental knowledge of computer operations and Microsoft Excel


Identify ten best practices for creating financial models in Excel Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses Create optimization models using Excel's Solver tool Implement procedures for eliminating errors in Excel-based financial models Incorporate various formatting techniques to improve the usefulness of reports


Excel remains the tool of choice for many professionals to build financial models, including forecasted financial statements and budgets. Yet many have never received any training on best practices to build financial modeling spreadsheets. Join us to learn amazing techniques that will save valuable time and improve the accuracy and quality of your results.


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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