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K2’s Testing and Auditing Excel Workbooks


Total Credits: 4 including 4 Information Technology - Technical

Average Rating:
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Category:
ACPEN Industry Institute |  Industry
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
4 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 errors continue to plague organizations of all sizes – estimates peg the error rate at approximately 90%. As spreadsheets become ever-more common, testing and auditing Excel workbooks becomes more necessary than ever to mitigate the effects these errors could have on virtually every Excel user and those who rely on Excel-based data and analyses. Fortunately, that need not be the case because many options exist to prevent, identify, and correct spreadsheet errors before they adversely affect reports and decision-making processes and in this session you will learn procedures for testing and auditing Excel workbooks.

 

In this session you will learn how to apply best practices to reduce the error rate in workbooks that you and others on your team create and edit. Equally important, you will learn how to take advantage of add-ins for Excel that can programmatically scan and audit your spreadsheets to identify potentially disastrous errors while there is still time to correct them. You do not want to miss this opportunity to learn how tools such as PerfectXL, ClusterSeven, and ActiveData can help you and your team to identify and correct potentially disastrous spreadsheet errors.

 

Basic Course Information

Learning Objectives
  • List common causes of spreadsheet errors and the potential impact of these errors
  • Identify best practices to reduce the number of errors in Excel workbooks 
  • Implement various Excel add-ins to programmatically identify spreadsheet errors

Major Subjects
  • Causes of spreadsheet errors
  • Real-world examples of spreadsheet errors
  • Best practices for spreadsheet design
  • Tools to assist in identifying and addressing risk factors in Excel spreadsheets

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

Mon, Aug 09, 2021 - 10:00am to 01:40pm EDT
Thu, Aug 19, 2021 - 03:00pm to 06:40pm EDT
Thu, Sep 09, 2021 - 09:00am to 12:40pm EDT
Mon, Sep 20, 2021 - 02:00pm to 05:40pm EDT
Fri, Oct 08, 2021 - 10:00am to 01:40pm EDT
Tue, Oct 19, 2021 - 03:00pm to 06:40pm EDT
Sat, Nov 06, 2021 - 09:00am to 12:40pm EDT
Wed, Nov 24, 2021 - 02:00pm to 05:40pm EST
Tue, Dec 21, 2021 - 10:00am to 01:40pm EST
Thu, Dec 30, 2021 - 03:00pm to 06:40pm EST
Fri, Jan 07, 2022 - 09:00am to 12:40pm EST
Wed, Jan 19, 2022 - 02:00pm to 05:40pm EST
Fri, Feb 04, 2022 - 10:00am to 01:40pm EST
Wed, Feb 16, 2022 - 03:00pm to 06:40pm EST
Fri, Mar 04, 2022 - 09:00am to 12:40pm EST
Wed, Mar 16, 2022 - 02:00pm to 05:40pm EDT
Fri, Apr 01, 2022 - 10:00am to 01:40pm EDT
Wed, Apr 20, 2022 - 03:00pm to 06:40pm EDT
Fri, May 06, 2022 - 09:00am to 12:40pm EDT
Wed, May 18, 2022 - 02:00pm to 05:40pm EDT
Fri, Jun 03, 2022 - 10:00am to 01:40pm EDT
Wed, Jun 22, 2022 - 03:00pm to 06:40pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/25/2021
Prerequisites Fundamental understanding of Microsoft Office Excel 2013 and newer
Advanced Preparation None
Designed For

Business professionals seeking to reduce errors and improve accuracy and efficiency when working with Microsoft Office Excel. Although many of the concepts in this program apply to Microsoft Office Excel for the Mac, this course focuses on techniques found in Microsoft Office Excel for Windows.


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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