CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Extending The Power Of Exel With Useful Add-ins

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
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.

MAJOR TOPICS COVERED

  • Free Excel add-ins already installed and available on your computer
  • Accessing and using Excel add-ins available from the Microsoft Office Store
  • Working with third-party add-ins such as ActiveData and RiskAmp to address specific functionality issues in Excel

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.

Course Specifics

Course ID
WC12206843
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
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 …

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

Extending The Power Of Exel With Useful Add-ins

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
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.

MAJOR TOPICS COVERED

  • Free Excel add-ins already installed and available on your computer
  • Accessing and using Excel add-ins available from the Microsoft Office Store
  • Working with third-party add-ins such as ActiveData and RiskAmp to address specific functionality issues in Excel

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.

Course Specifics

Course ID
WC12206843
Revision Date
March 20, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
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 …

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

Extending The Power Of Exel With Useful Add-ins

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00