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The How’s and Why’s of Creating User Defined Functions in Excel

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 Hour
Access for 30 day(s) after program date.



With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve these shortcomings, you can create User Defined Functions (UDFs). UDFs provide you with the opportunity to create functions for use in any of your formulas and automate your most complex calculations. Join us to learn how to put the power of UDFs to work to simplify and automate even your most complex calculations.


Basic Course Information

Learning Objectives


  • Define the role of a User Defined Function in Excel
  • List the steps necessary to create and save a UDF
  • Differentiate between key phrases used in creating UDFs
  • Create formulas that incorporate UDFs

Major Subjects
  • Examining UDFs relative to macros
  • Identifying the steps necessary to creating UDFs in Excel
  • Understanding where you should save UDFs
  • Key syntax when creating UDFs
  • Incorporating UDFs into your workbooks

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.


Tue, Jul 27, 2021 - 12:00pm to 01:48pm EDT
Thu, Aug 12, 2021 - 02:00pm to 03:48pm EDT
Tue, Aug 24, 2021 - 04:00pm to 05:48pm EDT
Thu, Sep 09, 2021 - 10:00am to 11:48am EDT
Tue, Sep 28, 2021 - 12:00pm to 01:48pm EDT
Thu, Oct 14, 2021 - 02:00pm to 03:48pm EDT
Tue, Oct 26, 2021 - 04:00pm to 05:48pm EDT
Thu, Nov 11, 2021 - 10:00am to 11:48am EST
Tue, Nov 23, 2021 - 12:00pm to 01:48pm EST
Thu, Dec 09, 2021 - 02:00pm to 03:48pm EST
Tue, Dec 28, 2021 - 04:00pm to 05:48pm EST
Wed, Jan 12, 2022 - 10:00am to 11:48am EST
Mon, Jan 24, 2022 - 12:00pm to 01:48pm EST
Tue, Feb 08, 2022 - 02:00pm to 03:48pm EST
Fri, Feb 25, 2022 - 04:00pm to 05:48pm EST
Tue, Mar 08, 2022 - 10:00am to 11:48am EST
Fri, Mar 25, 2022 - 12:00pm to 01:48pm EDT
Tue, Apr 12, 2022 - 02:00pm to 03:48pm EDT
Fri, Apr 22, 2022 - 04:00pm to 05:48pm EDT
Mon, May 09, 2022 - 10:00am to 11:48am EDT
Fri, May 27, 2022 - 12:00pm to 01:48pm EDT
Tue, Jun 14, 2022 - 02:00pm to 03:48pm EDT
Fri, Jun 24, 2022 - 04:00pm to 05:48pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 07/01/2021
Prerequisites Fundamental knowledge of computer operations and Microsoft Office Excel
Advanced Preparation None
Designed For Business professionals who are seeking to take advantage of Excel’s User Defined Functions to automate and simplify complex calculations. This course focuses on features found in the Windows-based version of 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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