Extending The Power Of Excel With Useful Add-ins

2 Credits: Computer Software & Applications


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Extending The Power Of Excel With Useful Add-ins

Course Level
CPE Credits

2 Credits: Computer Software & Applications

Course Description

Many free and low-cost Excel add-ins are available to enhance the already-robust functionality found in Excel. Included are Microsoft’s Fuzzy Lookup add-in along with countless Excel add-ins from the Office Store. Additionally, tools such as RiskAMP facilitate Monte Carlo simulations; ActiveData provides users with the means to perform sophisticated audit techniques; and the Analysis ToolPak streamlines a full range of statistical calculations. This session will identify and demonstrate useful Excel add-ins to improve Excel functionality and your productivity.

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Learning Objectives

Upon completing this session, you should be able to:

  • Identify five useful add-ins to extend the power and functionality of Excel;
  • Utilize the Analysis ToolPak to create sophisticated, formula-free analysis;
  • Use the Fuzzy Lookup add-in to match inexact data;
  • Describe how to add an Excel App from the Microsoft Store;
  • Define Benford Analysis and why it is useful in fraud detection; and
  • Identify the processes associated with performing a Monte Carlo simulation on cash flow data.
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Course Specifics

Course ID
Revision Date
March 20, 2020

Fundamental knowledge of computer operations and Microsoft Office Excel

Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

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. Headshot

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 …

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