Computer Science
Fundamental working knowledge of Microsoft Office Excel.

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Self-Study Video


Course Description

For most organizations, Excel remains the budgeting tool of choice. However, many who use Excel for budgeting and forecasting fail to take advantage of numerous features that can help produce better, more accurate results in less time. In this course, you'll learn what these features are and how to put them to use.

Specifically, we'll cover how features such as Solver and Scenario Manager, Excel's forecasting tools, and data consolidation tools that can streamline your budgeting processes. If you use Excel for budgeting and forecasting, you can't afford to miss this course!


K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally 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 nineteen years, Mr. Stephens has presented in excess of 1,900 educational sessions to over 58,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where he provides consulting services to small businesses and CPA firms. In addition to his professional career, Mr. Stephens enjoys an active personal life. He and his wife of thirty years, Michelle, have two children. His hobbies include snow skiing, fishing, and running. Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

Course Specifics

Computer Science
Jun 21, 2017
Fundamental working knowledge of Microsoft Office Excel.

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to: 

  • Identify appropriate tools and their functionality within Excel in order to solve problems and analyze data
  • Identify the specific process and 'clicks' for executing various functions within Excel
  • Cite how to predict future outcomes using functions such as FORECAST, LINEST, and TREND and to test them with regression analysis
  • Specify how to handle multiple versions of budgets and forecasts with Scenario Manager
  • Identify optimal solutions of multi-variable problems using Solver
  • Specify how to manage risk and uncertainty with Excel add-ins such as RiskAMP
  • Identify efficient ways to handle capital budgeting issues
  • Recognize how to prepare budget reports, including consolidating reports

Choose Your Preferred Format

Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy

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