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K2's Excel Tips & Tools for Better Budgets

Total Credits: 2 including 2 Computer Software & Applications - Non-technical

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ACPEN Industry Institute |  Industry
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
2 Hours
Access for 30 day(s) after program date.

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Excel is the de facto budgeting and forecasting tool for most professionals, yet many don't leverage its numerous built-in tools. Learn Excel features such as FORECAST, FORECAST.ETS, TREND, Forecast Sheets, XNPV, and XIRR. Additionally, techniques to manage what-if analysis using Scenario Manager, Solver, and the value of performing Monte Carlo simulations. If you use Excel for budgeting and forecasting, you can't afford to miss this session.

Basic Course Information

Learning Objectives
  • List key budgeting and forecasting-centric features in Excel
  • Differentiate between Excel's capital budgeting functions
  • Utilize Scenario Manager to manage different sets of budget assumptions
  • Solve complex, multi-variable equations with Excel's Solver add-in
  • Create Monte Carlo simulations to model risk in budgets and forecasts

Major Subjects
  • Budgeting and forecasting-centric features in Excel
  • Excel’s capital budgeting functions
  • Using tools such as Scenario Manager, Solver, and Forecast Sheets to solve common budgeting problems

Course Materials


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

Thomas G. Stephens Jr., CPA.CITP, CGMA Related seminars and products


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.


Sat, Aug 14, 2021 - 02:00pm to 03:53pm EDT
Mon, Aug 23, 2021 - 12:00pm to 01:53pm EDT
Wed, Sep 01, 2021 - 04:00pm to 05:53pm EDT
Fri, Sep 17, 2021 - 08:00pm to 09:53pm EDT
Tue, Oct 12, 2021 - 01:00pm to 02:53pm EDT
Fri, Oct 29, 2021 - 02:00pm to 03:53pm EDT
Tue, Nov 02, 2021 - 08:00pm to 09:53pm EDT
Tue, Nov 16, 2021 - 11:00am to 12:53pm EST
Thu, Dec 02, 2021 - 10:00am to 11:53am EST
Tue, Dec 14, 2021 - 05:00pm to 06:53pm EST
Tue, Jan 11, 2022 - 11:00am to 12:53pm EST
Fri, Jan 28, 2022 - 09:00am to 10:53am EST
Tue, Feb 08, 2022 - 02:00pm to 03:53pm EST
Fri, Feb 25, 2022 - 12:00pm to 01:53pm EST
Tue, Mar 08, 2022 - 04:00pm to 05:53pm EST
Fri, Mar 25, 2022 - 08:00pm to 09:53pm EDT
Tue, Apr 12, 2022 - 01:00pm to 02:53pm EDT
Fri, Apr 22, 2022 - 02:00pm to 03:53pm EDT
Mon, May 09, 2022 - 08:00pm to 09:53pm EDT
Fri, May 27, 2022 - 11:00am to 12:53pm EDT
Tue, Jun 14, 2022 - 10:00am to 11:53am EDT
Fri, Jun 24, 2022 - 05:00pm to 06:53pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/28/2021

Fundamental knowledge of computer operations and Microsoft Office Excel

Advanced Preparation None
Designed For Accounting, financial, and other business professionals who want to learn how to use many of the budgeting and forecasting-centric features found in Excel 2016 and newer
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., (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:

Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or 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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