K2's Formatting Excel Spreadsheets The Right Way
Total Credits: 2 including 2 Computer Software & Applications - Non-technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Industry
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Some estimates indicate that business professionals spend almost half their time in Excel applying formats. If you want better formatting results in less time, participate in this session to learn the best practices for formatting your Excel spreadsheets.
In this session, you will learn best practices for applying formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial time when working in Excel.
Basic Course Information
Learning Objectives- Identify the benefits of using Styles for formatting
- Specify which Custom Format codes are necessary for specific situations
- List advantages of using Excel template files
- Cite examples of when using the Accounting format is useful
Major Subjects
- Creating and using Styles in Excel
- The Accounting Format and why you should use it
- How to Create Custom Formats
- Formatting dates for maximum impact
- The advantages of storing formats in templates
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
Faculty
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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Fri, May 02, 2025 - 02:00pm to 04:00pm EDT
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Sat, May 31, 2025 - 01:00pm to 03:00pm EDT
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Mon, Jun 09, 2025 - 12:00pm to 02:00pm EDT
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Fri, Jun 27, 2025 - 01:00pm to 03:00pm EDT
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Thu, Jul 03, 2025 - 02:00pm to 04:00pm EDT
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Thu, Jul 31, 2025 - 01:00pm to 03:00pm EDT
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Sat, Aug 09, 2025 - 12:00pm to 02:00pm EDT
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Wed, Aug 27, 2025 - 10:00am to 12:00pm EDT
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Thu, Sep 04, 2025 - 02:00pm to 04:00pm EDT
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Tue, Sep 30, 2025 - 01:00pm to 03:00pm EDT
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Thu, Oct 09, 2025 - 12:00pm to 02:00pm EDT
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Mon, Oct 27, 2025 - 10:00am to 12:00pm EDT
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Tue, Nov 04, 2025 - 02:00pm to 04:00pm EST
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Mon, Nov 24, 2025 - 01:00pm to 03:00pm EST
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Tue, Dec 09, 2025 - 12:00pm to 02:00pm EST
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Sat, Dec 27, 2025 - 10:00am to 12:00pm EST
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Tue, Jan 06, 2026 - 02:00pm to 04:00pm EST
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Fri, Jan 30, 2026 - 01:00pm to 03:00pm EST
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Mon, Feb 09, 2026 - 12:00pm to 02:00pm EST
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Fri, Feb 27, 2026 - 10:00am to 12:00pm EST
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Wed, Mar 04, 2026 - 02:00pm to 04:00pm EST
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Mon, Mar 30, 2026 - 01:00pm to 03:00pm EDT
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Thu, Apr 09, 2026 - 12:00pm to 02:00pm EDT
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Mon, Apr 27, 2026 - 10:00am to 12:00pm EDT
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Mon, May 04, 2026 - 02:00pm to 04:00pm EDT
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Sat, May 30, 2026 - 01:00pm to 03:00pm EDT
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Additional Info
Basic Course Information
Original Recording Date2025
Date Added to Catalog 03/17/2025
Prerequisites Fundamental knowledge of Excel
Advanced Preparation None
Designed For
Accounting and financial professionals desiring to learn the most effective and efficient ways to format Excel 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