K2’s Advanced Excel
Overview
Elevate your Excel expertise with K2's Advanced Excel program! This laptop-friendly course is designed for experienced Excel users who are ready to take their skills to the next level. In this session, you will master critical advanced Excel skills in six key areas:
1. Collaborating seamlessly with other users and securing your workbooks
2. Utilizing tables to analyze and report data efficiently
3. Integrating and manipulating data from external sources with ease
4. Creating and auditing complex formulas
5. Harnessing advanced data analysis tools for deeper insights
6. Employing visualization techniques to communicate information effectively
Drawing from over thirty years of experience in delivering Excel training to accountants and business professionals, this program is packed with relevant, real-world examples that reinforce the topics presented. Don't miss this opportunity to become more efficient and proficient in Microsoft Excel, the go-to tool for accounting and financial professionals. This course covers advanced Excel topics that are essential for business success. Participate in this session to elevate and transform your Excel skills!
Highlights
- Collaboration and security techniques
- Tables, data models, and PivotTables
- Advanced formulas
- Data queries
- Creating effective visualizations
Prerequisites
Experienced Excel user
Designed For
Business professionals who work with Excel and want to extend their knowledge with advanced features and functions
Objectives
- Formulate the best techniques to secure Excel data and collaborate with others efficiently
- Evaluate the usefulness of tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
- Assess Power Query's capability to link and transform data from external data sources into Excel
- Formulate calculations that reference functions such as XLOOKUP, GROUPBY, PIVOTBY and others
- Evaluate worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
- Assess techniques used to create, manipulate, and customize charts for analyzing and communicating information
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Thomas Stephens, Shareholder, K2 Enterprises LLC
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Non-Member Price $300.00
Member Price $250.00