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Live Webcast Replay

K2’S Excel Financial Modeling Best Practices


Total Credits: 2 including 2 Finance - Technical

Average Rating:
   42
Category:
ACPEN Industry Institute |  Industry
Speaker:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
2 Hours
Product Type:
Live Webcast Replay
License:
Access for 30 day(s) after program date.

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


Description

Excel remains the tool of choice for many professionals to build financial models, including forecasted financial statements and budgets. Yet many have never received any training on best practices to create financial modeling spreadsheets. Join us to learn amazing techniques that will save valuable time and improve the accuracy and quality of your results.

Basic Course Information

Learning Objectives
  • Identify ten best practices for creating financial models in Excel
  • Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses
  • Create optimization models using Excel’s Solver tool
  • Implement procedures for eliminating errors in Excel-based financial models
  • Incorporate various formatting techniques to improve the usefulness of reports

Major Subjects
  • Design considerations for Excel-based models
  • Advanced options for analyzing your models
  • Troubleshooting your models
  • Formatting reports for improved readability

Course Materials

Speaker

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

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

Shareholder

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.


Dates

Sat, Dec 10, 2022 - 11:00am to 12:52pm CST
Fri, Dec 16, 2022 - 01:00pm to 02:52pm CST
Thu, Dec 22, 2022 - 03:00pm to 04:52pm CST
Sat, Jan 07, 2023 - 09:00am to 10:52am CST
Thu, Jan 19, 2023 - 06:00pm to 07:52pm CST
Mon, Jan 23, 2023 - 01:00pm to 02:52pm CST
Thu, Jan 26, 2023 - 03:00pm to 04:52pm CST
Sat, Feb 04, 2023 - 09:00am to 10:52am CST
Mon, Feb 13, 2023 - 11:00am to 12:52pm CST
Thu, Feb 16, 2023 - 01:00pm to 02:52pm CST
Tue, Feb 21, 2023 - 03:00pm to 04:52pm CST
Fri, Mar 03, 2023 - 09:00am to 10:52am CST
Mon, Mar 13, 2023 - 11:00am to 12:52pm CDT
Fri, Mar 17, 2023 - 01:00pm to 02:52pm CDT
Mon, Mar 27, 2023 - 03:00pm to 04:52pm CDT
Thu, Apr 06, 2023 - 06:00pm to 07:52pm CDT
Mon, Apr 10, 2023 - 11:00am to 12:52pm CDT
Mon, Apr 17, 2023 - 01:00pm to 02:52pm CDT
Mon, Apr 24, 2023 - 03:00pm to 04:52pm CDT
Wed, May 10, 2023 - 11:00am to 12:52pm CDT
Wed, May 17, 2023 - 01:00pm to 02:52pm CDT
Sat, May 27, 2023 - 03:00pm to 04:52pm CDT
Sat, Jun 03, 2023 - 09:00am to 10:52am CDT
Mon, Jun 12, 2023 - 11:00am to 12:52pm CDT
Tue, Jun 20, 2023 - 06:00pm to 07:52pm CDT
Tue, Jun 27, 2023 - 03:00pm to 04:52pm CDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/28/2021
Prerequisites Fundamental knowledge of computer operations and Microsoft Office Excel
Advanced Preparation None
Designed For Business professionals who are seeking to utilize the Windows-based version of Excel more efficiently and effectively when creating financial models, plans, and analyses
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. anne.taylor@acpen.com, (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: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

Reviews

5
4
3
2
1

Overall:      4.8

Total Reviews: 42

Comments

Mary Kalafatis M

"A lot of great information presented very well."

Kelly H

" "

Molly R

"I think this course was great and I'm excited to use what I learned back at my job with some of our financial models."

Sarah C

"This was GREAT!"

David S

"Good course!"

Geniene S

"Great session, thank you. "

Lee F - Ann Arbor, Michigan

"He is a great presenter. Always enjoy his courses"

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