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K2’s Ten “Must Know” Features In Excel

Course - K2's Ten “Must Know” Features In Excel

Major Topics

  • Best practices for working with large volumes of data
  • How to securely and efficiently collaborate with others
  • Using Excel for optimization scenarios
  • Creating “audit trails” in Excel
  • Define “dynamic arrays” and list examples of their benefits

Learning Objectives

  1. Differentiate between Solver and Scenario Manager as optimization tools
  2. Identify at least three benefits of protecting your data with Sensitivity Labels
  3. List at least three primary features associated with Power Query
  4. Identify the steps necessary to utilize modern collaboration options in Excel
  5. Cite examples of the benefits related to using dynamic arrays

Course Description

Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don’t know about key features in the application and, therefore, don’t use them. Of course, this leads to inefficiencies and errors. Isn’t it time to stop this madness? This session is for you if you’re ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!

Compliance Information

Intended Audience

Accounting and financial professionals seeking to improve their efficiency and effectiveness when working with Excel

Advanced Preparation

None

Field of Study

Computer Software and Applications

Credits

2 Credits

Published Date

May 31, 2023

Course Authors

Tommy Stephens

Woodstock, GA
Partner, 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. 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.

About Instructor Read Less

Overview

Most business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don’t know about key features in the application and, therefore, don’t use them. Of course, this leads to inefficiencies and errors. Isn’t it time to stop this madness? This session is for you if you’re ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!

Course Details

  • Best practices for working with large volumes of data
  • How to securely and efficiently collaborate with others
  • Using Excel for optimization scenarios
  • Creating “audit trails” in Excel
  • Define “dynamic arrays” and list examples of their benefits

  1. Differentiate between Solver and Scenario Manager as optimization tools
  2. Identify at least three benefits of protecting your data with Sensitivity Labels
  3. List at least three primary features associated with Power Query
  4. Identify the steps necessary to utilize modern collaboration options in Excel
  5. Cite examples of the benefits related to using dynamic arrays

Intended Audience — Accounting and financial professionals seeking to improve their efficiency and effectiveness when working with Excel

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 2 Credits

IRS Program Number

Published Date – May 31, 2023

Revision Date

Course Authors

Tommy Stephens

Woodstock, GA
Partner, 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. 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.

About Instructor Read Less

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

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