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K2’s 2023 Advanced Excel

Total Credits: 8 including 4 Accounting - Technical, 4 Computer Software & Applications - Non-technical

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ACPEN Industry Institute |  Industry |  Accounting and Auditing |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
8 hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2’s Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information.

The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.

Basic Course Information

Learning Objectives
  • Identify and implement the best techniques to secure sensitive information in Excel workbooks and collaborate with other users to improve accuracy and efficiency
  • Create 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
  • Import and link data into Excel from external sources–including text, Access, and SQL Server–and use advanced tools,such as Power Query and various cleanup tools to manipulate the data to meet specific needs
  • Use advanced functions,such as SUM PRODUCT, VLOOKUP,  HLOOKUP, MATCH, INDEX,NETWORK DAYS, RAND, RAND BETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas
  • Analyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
  • Describe techniques used to create, manipulate, and customize charts for analyzing and communicating information

Major Subjects
  • Collaboration and security techniques
  • Tables, data models, and PivotTables
  • Advanced formulas
  • Data queries
  • Creating effective visualizations

Course Materials


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related seminars and products


K2 Enterprises

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 2,700 educational sessions to over 70,000 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.


Thu, Oct 05, 2023 - 11:00am to 06:38pm EDT
Tue, Oct 31, 2023 - 12:00pm to 07:38pm EDT
Wed, Nov 01, 2023 - 10:00am to 05:38pm EDT
Mon, Nov 13, 2023 - 11:00am to 06:38pm EST
Tue, Dec 05, 2023 - 12:00pm to 07:38pm EST
Wed, Dec 13, 2023 - 10:00am to 05:38pm EST
Sat, Dec 23, 2023 - 11:00am to 06:38pm EST
Wed, Jan 03, 2024 - 12:00pm to 07:38pm EST
Thu, Jan 18, 2024 - 10:00am to 05:38pm EST
Tue, Feb 13, 2024 - 11:00am to 06:38pm EST
Sat, Feb 24, 2024 - 12:00pm to 07:38pm EST
Fri, Mar 08, 2024 - 10:00am to 05:38pm EST
Thu, Mar 28, 2024 - 11:00am to 06:38pm EDT
Mon, Apr 01, 2024 - 12:00pm to 07:38pm EDT
Tue, Apr 16, 2024 - 10:00am to 05:38pm EDT
Wed, May 08, 2024 - 11:00am to 06:38pm EDT
Tue, May 21, 2024 - 12:00pm to 07:38pm EDT
Mon, Jun 03, 2024 - 10:00am to 05:38pm EDT
Tue, Jun 11, 2024 - 11:00am to 06:38pm EDT
Mon, Jun 17, 2024 - 12:00pm to 07:38pm EDT

Additional Info

Basic Course Information

Original Recording Date 2023
Date Added to Catalog 8/22/2023
Prerequisites Experienced Excel user
Advanced Preparation None
Designed For

Business professionals who work with Excel 2019 or newer and want to extend their knowledge with advanced features and functions

Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration