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Live Webcast Replay

K2’S Excel Financial Modeling Best Practices


Total Credits: 2 including 2 Finance - Technical

Average Rating:
Not yet rated
Category:
ACPEN Industry Institute |  Industry
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
2 Hours
License:
Access for 30 day(s) after program date.

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


Description

Excel remains the tool of choice for many professionals to build financial models, including forecasted financial statements and budgets. Yet many have never received any training on best practices to create financial modeling spreadsheets. Join us to learn amazing techniques that will save valuable time and improve the accuracy and quality of your results.

Basic Course Information

Learning Objectives
  • Identify ten best practices for creating financial models in Excel
  • Utilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses
  • Create optimization models using Excel’s Solver tool
  • Implement procedures for eliminating errors in Excel-based financial models
  • Incorporate various formatting techniques to improve the usefulness of reports

Major Subjects
  • Design considerations for Excel-based models
  • Advanced options for analyzing your models
  • Troubleshooting your models
  • Formatting reports for improved readability

Course Materials

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

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-five years, Tommy has presented over 2,700 educational sessions to over 70,000 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 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.


Dates

Tue, Aug 10, 2021 - 02:00pm to 03:52pm EDT
Fri, Aug 27, 2021 - 04:00pm to 05:52pm EDT
Wed, Sep 08, 2021 - 10:00am to 11:52am EDT
Mon, Sep 27, 2021 - 12:00pm to 01:52pm EDT
Thu, Oct 14, 2021 - 02:00pm to 03:52pm EDT
Fri, Oct 22, 2021 - 04:00pm to 05:52pm EDT
Sat, Nov 06, 2021 - 10:00am to 11:52am EDT
Tue, Nov 16, 2021 - 12:00pm to 01:52pm EST
Thu, Dec 09, 2021 - 02:00pm to 03:52pm EST
Wed, Dec 22, 2021 - 04:00pm to 05:52pm EST
Mon, Jan 10, 2022 - 10:00am to 11:52am EST
Thu, Jan 27, 2022 - 12:00pm to 01:52pm EST
Mon, Feb 14, 2022 - 02:00pm to 03:52pm EST
Thu, Feb 24, 2022 - 04:00pm to 05:52pm EST
Mon, Mar 14, 2022 - 10:00am to 11:52am EDT
Thu, Mar 24, 2022 - 12:00pm to 01:52pm EDT
Mon, Apr 11, 2022 - 02:00pm to 03:52pm EDT
Thu, Apr 28, 2022 - 04:00pm to 05:52pm EDT
Mon, May 09, 2022 - 10:00am to 11:52am EDT
Thu, May 26, 2022 - 12:00pm to 01:52pm EDT
Mon, Jun 13, 2022 - 02:00pm to 03:52pm EDT
Thu, Jun 23, 2022 - 04:00pm to 05:52pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/28/2021
Prerequisites Fundamental knowledge of computer operations and Microsoft Office Excel
Advanced Preparation None
Designed For Business professionals who are seeking to utilize the Windows-based version of Excel more efficiently and effectively when creating financial models, plans, and analyses
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. 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

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