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June 18, 2018
3:00PM - 7:00PM ET


Computer Software and Applications (2), Computer Software & Applications (2)
Fundamental knowledge of Excel operations

Course Description

Microsoft Excel is a powerful tool for analyzing financial data and preparing financial reports, but like most powerful tools, it contains hidden features and functionality useful for these purposes that are not obvious to users, both novice and expert alike. The purpose of this course is to uncover these hidden features so that users may prepare computationally accurate and aesthetically pleasing reports in a more effective and efficient manner. It provides solutions for accountants in the following three major topic areas: 1) Techniques for formatting financial statements and other reports; 2) Techniques for financial analysis with Excel, including using PivotTables as analytical tools; and 3) Techniques for consolidating financial data.


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 , Computer Software & Applications
Nov 3, 2015
Fundamental knowledge of Excel operations

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon completing this section, participants should be able to:

  • Describe how to use tools such as the Format Painter, the Accounting Format, and the Hidden Format to format Excel worksheets more efficiently;
  • Discuss the purpose of custom format and describe how to create them;
  • Explain the significance of Excel Precision as Displayed feature and how to activate it; and
  • Describe how to apply conditional formatting to Excel data.

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