K2’s Excel Best Practices And Features
Computer Software and Applications
2 CPE Credits
Upcoming Live Event Schedule
This course is part of an event and you must register for the associated event to participate.
Southeast Technology Conference
May 20, 2024 | Conference
Summer Tech Essentials Multi-State Conference
June 13, 2024 | Conference
Major Topics
- What to look for in Excel 2024
- How to take advantage of new functions and features in Excel
- Integrating Excel data with other applications
- Improving Excel security
Learning Objectives
- List examples of new functions and features in Excel
- Differentiate between Excel 2024 and subscription-based versions of Excel
- Identify steps necessary to automate tasks in Excel
- Specify the actions required to integrate data from other sources into Excel
Course Description
Microsoft Office Excel is one of the most widely used applications by accounting and financial professionals. Yet, many remain unaware of new and improved features in Excel and, therefore, fail to reach the level of productivity and accuracy they desire. Further, with new features appearing in Excel provided through Microsoft 365 subscriptions and the forthcoming release of Excel 2024, it is more important now than ever to get up-to-speed on the world’s most popular spreadsheet!
Make plans now to elevate your Excel skills by participating in this session. You will learn about the newer features available to improve efficiency and accuracy in it. You will also learn about the importance of numerous legacy features in Excel and how you can – and should – continue to use these tools to improve productivity.
Compliance Information
Intended Audience
Business professionals seeking to use Microsoft Office Excel more effectively.
Advanced Preparation
None
Field of Study
Computer Software and Applications
Credits
2 Credits
Published Date
January 3, 2024
Course Authors
Tommy Stephens
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. 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.
Overview
Microsoft Office Excel is one of the most widely used applications by accounting and financial professionals. Yet, many remain unaware of new and improved features in Excel and, therefore, fail to reach the level of productivity and accuracy they desire. Further, with new features appearing in Excel provided through Microsoft 365 subscriptions and the forthcoming release of Excel 2024, it is more important now than ever to get up-to-speed on the world’s most popular spreadsheet!
Make plans now to elevate your Excel skills by participating in this session. You will learn about the newer features available to improve efficiency and accuracy in it. You will also learn about the importance of numerous legacy features in Excel and how you can – and should – continue to use these tools to improve productivity.
Course Details
- What to look for in Excel 2024
- How to take advantage of new functions and features in Excel
- Integrating Excel data with other applications
- Improving Excel security
- List examples of new functions and features in Excel
- Differentiate between Excel 2024 and subscription-based versions of Excel
- Identify steps necessary to automate tasks in Excel
- Specify the actions required to integrate data from other sources into Excel
Intended Audience — Business professionals seeking to use Microsoft Office Excel more effectively.
Advanced Preparation — None
Field of Study — Computer Software and Applications
Credits — 2 Credits
IRS Program Number –
Published Date – January 3, 2024
Revision Date –
Course Authors
Tommy Stephens
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. 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.
All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).
Your Registration Includes:
- ✓ Course materials (video & PDF version)
- ✓ Unlimited attempts to complete exam
- ✓ Course materials (PDF & Sample Materials)
- ✓ Instant grading & certificate of completion
- ✓ One year access to complete your CPE
- ✓ Completion certificate