CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

The How’s and Why’s of Creating User-Defined Functions in Excel

2 Credits: Computer Software & Applications

$98.00

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The How’s and Why’s of Creating User-Defined Functions in Excel

Format
Webcast
Course Level
Intermediate
CPE Credits

2 Credits: Computer Software & Applications

Course Description

With approximately 500 functions already present, Excel seemingly has a tool for every need. But sometimes, the function YOU need simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve these shortcomings, you can create User-Defined Functions (UDFs). UDFs provide you with the opportunity to develop functions for use in any of your formulas and automate your most complex calculations. Join us to learn how to put the power of UDFs to work to simplify and automate even your most complex calculations.

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Learning Objectives

Upon completing this session, you should be able to:

  • Define the role of a User Defined Function in Excel
  • List the steps necessary to create and save a UDF
  • Differentiate between key phrases used in creating UDFs
  • Create formulas that incorporate UDFs
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Course Specifics

Course ID
WC1222278751
Revision Date
February 21, 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

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 …