K2’s Formatting Excel Spreadsheets the Right Way
Online
2.00 Credits
Member Price $89.00
Non-Member Price $119.00
Overview
Did you know that business professionals can spend up to half their time in Excel just formatting? It’s time to change that!
Join this fast-paced, results-driven session and discover Excel formatting best practices that will save you hours and elevate your spreadsheets to a professional level. From Custom Format Codes and Templates to Styles, Precision as Displayed, and powerful date and accounting formats, you'll learn how to streamline your workflow and make your data shine.
Whether you're building reports, dashboards, or financial models, these formatting techniques will help you work smarter, not harder.
Don't let formatting slow you down. Transform your Excel experience, starting now!
Objectives
- Identify the benefits of using Styles for formatting
- Distinguish between various Custom Format codes used for specific situations
- Identify some of the advantages of using Excel template files
- Choose examples of when using the Accounting format is useful
Highlights
- 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
Designed For
Accounting and financial professionals desiring to learn the most effective and efficient ways to format Excel spreadsheets
Prerequisites
Fundamental knowledge of Excel
Preparation
None
Notice
Your webinar can be accessed via https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.
Leader(s):
Leader Bios
Thomas Stephens Jr., CPA.CITP, CGMA, Shareholder, K2 Enterprises, LLC
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. Over the past twenty-seven years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Non-Member Price $119.00
Member Price $89.00