$399.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
 Secure Transaction CPE Credits
2 Credits: Computer Software & Applications
Event Date: May 20, 2026 11:50 am
Course Level
Intermediate
Format
Conference
Course Description
Microsoft has boosted Excel with numerous new features that, when combined with existing ones, elevate the platform to new heights. Yet most Excel users remain mired in legacy practices and fail to capitalize on newer, more powerful features. For example, tools such as dynamic arrays, user-defined calculations in PivotTables, the Stock and Geography data types, security enhancements, formatting improvements, data models, and automation options enable you to work more efficiently than ever with Excel. Make a commitment to participate in this session so you can finally realize all that Excel has to offer.
Learning Objectives
Identify recent and enhanced features available in Microsoft Excel. Utilize dynamic arrays to improve spreadsheet efficiency and data analysis. Apply user-defined calculations and advanced functionality within PivotTables. Apply modern Excel features to streamline workflows and increase productivity.
Course Specifics
26CNewOrleans-Wed-C3
Basic to intermediate proficiency with Microsoft Excel
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Thomas G. (Tommy) 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 …