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Webcast

Formatting Excel Spreadsheets the Right Way

2 Credits: Computer Software & Applications

$98.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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Formatting Excel Spreadsheets the Right Way

Format
Webcast
Course Level
Intermediate
CPE Credits

2 Credits: Computer Software & Applications

Course Description

This course offers a deep dive into advanced Excel formatting techniques, tailored for professionals who spend considerable time in spreadsheets. The key features of the course include learning to utilize Custom Format Codes, Templates, Styles, the Accounting Format, and various date formats. The benefits are multifold: participants will gain proficiency in applying efficient formatting, leading to significant time savings and enhanced accuracy in Excel. The course also provides practical knowledge on when and how to use these features effectively, making it an invaluable tool for anyone looking to optimize their Excel proficiency for professional advancement.

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Learning Objectives

Upon completing this session, you should be able to:

  • Identify the benefits of using Styles for formatting
  • Specify which Custom Format codes are necessary for specific situations
  • List advantages of using Excel template files
  • Cite examples of when using the Accounting format is useful
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Course Specifics

Course ID
WC1222277469
Revision Date
February 1, 2022
Prerequisites

None

Advanced Preparation

None

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

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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