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Live Webcast Replay

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

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry
Tommy Stephens
Course Levels:
2 Hour
Product Type:
Live Webcast Replay
Access for 30 day(s) after program date.

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


With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just 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 create 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.

Basic Course Information

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

Major Subjects
  • Examining UDFs relative to macros
  • Identifying the steps necessary to creating UDFs in Excel
  • Understanding where you should save UDFs
  • Key syntax when creating UDFs
  • Incorporating UDFs into your workbooks

Course Materials


Tommy Stephens Related seminars and products: 23

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985.  Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm.  After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor.  After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group.  In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization.   While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area.  In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses.  Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals.  In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally 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-two years, Mr. Stephens has presented over 2,100 educational sessions to over 61,000 participants nationwide.

Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms.  In addition to an active professional career, Mr. Stephens enjoys an active personal life as well.  He and Michelle – his wife of thirty-one years – have two children.  His hobbies include snow skiing, fishing, and running.  Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.


Thu, Jan 28, 2021 - 01:00pm to 02:49pm CST
Thu, Feb 04, 2021 - 03:00pm to 04:49pm CST
Wed, Feb 17, 2021 - 09:00am to 10:49am CST
Thu, Mar 04, 2021 - 11:00am to 12:49pm CST
Thu, Mar 25, 2021 - 01:00pm to 02:49pm CDT
Tue, Apr 06, 2021 - 03:00pm to 04:49pm CDT
Tue, Apr 27, 2021 - 09:00am to 10:49am CDT
Thu, May 06, 2021 - 11:00am to 12:49pm CDT
Wed, May 19, 2021 - 01:00pm to 02:49pm CDT
Fri, Jun 04, 2021 - 03:00pm to 04:49pm CDT
Fri, Jun 25, 2021 - 09:00am to 10:49am CDT
Thu, Jul 08, 2021 - 11:00am to 12:49pm CDT
Mon, Jul 26, 2021 - 01:00pm to 02:49pm CDT
Fri, Aug 06, 2021 - 03:00pm to 04:49pm CDT
Tue, Aug 24, 2021 - 09:00am to 10:49am CDT
Tue, Sep 14, 2021 - 11:00am to 12:49pm CDT
Sat, Sep 25, 2021 - 01:00pm to 02:49pm CDT
Tue, Oct 05, 2021 - 03:00pm to 04:49pm CDT
Tue, Oct 26, 2021 - 09:00am to 10:49am CDT
Tue, Nov 09, 2021 - 11:00am to 12:49pm CST
Fri, Nov 19, 2021 - 01:00pm to 02:49pm CST
Mon, Dec 06, 2021 - 03:00pm to 04:49pm CST
Thu, Dec 16, 2021 - 09:00am to 10:49am CST

Additional Info

Basic Course Information

Original Recording Date 06/01/2020
Date Added to Catalog 06/17/2020
Prerequisites None
Advanced Preparation None
Designed For All
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



Overall:      4.8

Total Reviews: 5


Kimberly T

"Great speaker! The walk through of examples were very helpful."

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