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K2's Mastering Advanced Excel Functions
Total Credits: 4 including 4 Computer Software & Applications - Non-technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Industry
- Speaker:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- Product Type:
- Live Webcast Replay
- License:
- Expires 30 day(s) after program date.
Description
With approximately 500 functions now available in Excel, some newer and more powerful tools are easy to overlook. But, if you do that, your productivity will suffer. In this session, you will learn how to take advantage of many of Excel’s more advanced features – some new and some legacy – to elevate your productivity to higher levels.
In this session, you will learn about many of Excel’s newer tools, including XLOOKUP, SUMIFS, SWITCH, and STOCKHISTORY. Also included in this session are discussions of advanced financial functions, such as IPMT and PPMT, and how to retrieve summarized data easily using GETPIVOTDATA and CUBEVALUE. Additionally, you will learn how to make sophisticated calculations easier with Dynamic Array formulas, harness the AGGREGATE function's power, and create more accurate forecasts with Excel’s FORECAST.ETS function. No matter your experience working with Excel, participating in this course will help you work more efficiently and effectively in Excel.
Basic Course Information
Learning Objectives- List examples of best practices for constructing formulas in Excel spreadsheets
- Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
- Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
- Cite examples of when using Dynamic Arrays would be useful
- Differentiate between Excel’s AGGREGATE and SUBTOTAL functions
- Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function
Major Subjects
- Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
- How to use “legacy” features and functions such as AGGREGATE
- Creating effective forecasts in Excel
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| K2's Mastering Advanced Excel Functions Handout (1.4 MB) | Available after Purchase | ||
| Demo Files (3.7 MB) | Available after Purchase | ||
Speaker
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-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 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 AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Dates
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Wed, May 07, 2025 - 09:00am to 12:31pm CDT
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Thu, May 29, 2025 - 12:00pm to 03:31pm CDT
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Sat, Jun 07, 2025 - 09:00am to 12:31pm CDT
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Mon, Jul 07, 2025 - 09:00am to 12:31pm CDT
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Tue, Jul 29, 2025 - 12:00pm to 03:31pm CDT
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Thu, Aug 07, 2025 - 09:00am to 12:31pm CDT
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Fri, Aug 29, 2025 - 12:00pm to 03:31pm CDT
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Mon, Sep 29, 2025 - 12:00pm to 03:31pm CDT
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Tue, Oct 07, 2025 - 09:00am to 12:31pm CDT
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Wed, Oct 29, 2025 - 12:00pm to 03:31pm CDT
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Fri, Nov 07, 2025 - 09:00am to 12:31pm CST
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Sat, Nov 29, 2025 - 12:00pm to 03:31pm CST
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Mon, Dec 29, 2025 - 12:00pm to 03:31pm CST
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Wed, Jan 07, 2026 - 09:00am to 12:31pm CST
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Thu, Jan 29, 2026 - 12:00pm to 03:31pm CST
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Sat, Feb 07, 2026 - 09:00am to 12:31pm CST
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Sat, Feb 28, 2026 - 12:00pm to 03:31pm CST
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Fri, Mar 06, 2026 - 09:00am to 12:31pm CST
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Sat, Mar 28, 2026 - 12:00pm to 03:31pm CDT
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Tue, Apr 07, 2026 - 09:00am to 12:31pm CDT
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Tue, Apr 28, 2026 - 12:00pm to 03:31pm CDT
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Thu, May 07, 2026 - 09:00am to 12:31pm CDT
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Thu, May 28, 2026 - 12:00pm to 03:31pm CDT
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Additional Info
Basic Course Information
Original Recording Date2025
Date Added to Catalog 03/17/2025
Prerequisites Fundamental knowledge of Excel 2019 or newer
Advanced Preparation None
Designed For Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets
Course Developer K2 Enterprises
Yellow Book No
Additional Information
Instructional Delivery Method Group Internet BasedComplaint 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