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May 15, 2018
1:00PM - 3:00PM ET


June 08, 2018
1:00PM - 3:00PM ET


June 15, 2018
1:00PM - 3:00PM ET


Computer Software and Applications
Basic knowledge of Excel

Course Description

Most who study the topic estimate that approximately 90% of spreadsheets have errors in them! In this session, you will learn how to take advantage of key features available with all editions of Excel to prevent spreadsheet errors. You will also learn how to incorporate tools that became available in Excel 2013 and several add-ins for Excel that can help you to detect errors in your own spreadsheets or in those of your clients. If you are concerned about the accuracy of the results generated by Excel, this session is 'must-see CPE!'


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 Software and Applications
Nov 2, 2015
Basic knowledge of Excel

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon completing this session, you should be able to:

  • List the five principles of good spreadsheet design
  • Calculate values in Excel without building formulas to do so
  • Identify 'at risk' formulas in spreadsheets and correct their syntax to avoid risk
  • Utilize Excel's Inquire feature to manage the process of auditing spreadsheet and documenting your work
  • List various add-ins for Excel that can help to improve accuracy

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