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Live Webcast Replay

K2's Excel's Best New Features

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

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



With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!


Basic Course Information

Learning Objectives
  • Apply primary new functions available in Excel, including STOCKHISTORY, SORT, and FILTER
  • Employ Excel’s co-authoring feature to collaborate in real-time with other users
  • List at least three new functions that capitalize on Excel’s Dynamic Arrays feature
  • Utilize Excel’s XLOOKUP and XMATCH functions to locate data in spreadsheets

Major Subjects
  • New functions available in Excel 2016 and newer, including subscription-based Excel versions
  • How to collaborate more effectively in newer versions of Excel
  • The importance of Dynamic Arrays and related functions
  • The continued evolution of Power Query

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.


Wed, Aug 11, 2021 - 02:00pm to 03:58pm EDT
Tue, Aug 24, 2021 - 04:00pm to 05:58pm EDT
Thu, Sep 02, 2021 - 10:00am to 11:58am EDT
Thu, Sep 23, 2021 - 12:00pm to 01:58pm EDT
Fri, Oct 01, 2021 - 02:00pm to 03:58pm EDT
Tue, Oct 19, 2021 - 04:00pm to 05:58pm EDT
Tue, Nov 02, 2021 - 10:00am to 11:58am EDT
Wed, Nov 17, 2021 - 12:00pm to 01:58pm EST
Thu, Dec 02, 2021 - 02:00pm to 03:58pm EST
Fri, Dec 17, 2021 - 04:00pm to 05:58pm EST
Thu, Jan 13, 2022 - 10:00am to 11:58am EST
Tue, Jan 25, 2022 - 12:00pm to 01:58pm EST
Thu, Feb 10, 2022 - 02:00pm to 03:58pm EST
Tue, Feb 22, 2022 - 04:00pm to 05:58pm EST
Thu, Mar 10, 2022 - 10:00am to 11:58am EST
Tue, Mar 22, 2022 - 12:00pm to 01:58pm EDT
Thu, Apr 14, 2022 - 02:00pm to 03:58pm EDT
Tue, Apr 26, 2022 - 04:00pm to 05:58pm EDT
Thu, May 12, 2022 - 10:00am to 11:58am EDT
Tue, May 24, 2022 - 12:00pm to 01:58pm EDT
Thu, Jun 09, 2022 - 02:00pm to 03:58pm EDT
Tue, Jun 28, 2022 - 04:00pm to 05:58pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 07/05/2021
Prerequisites None
Advanced Preparation None
Designed For Excel users who desire to learn about and take advantage of recently-added features to Excel
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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