K2's Testing and Auditing Excel Workbooks WEBCAST

Wednesday, November 24 11:00am - 3:00pm PST

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4.0 Credits

Member Price $129.00

Non-Member Price $159.00

Overview

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, Cluster Seven, and Active Data can help you and your team to identify and correct potentially disastrous spreadsheet errors.

Highlights

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.

Prerequisites

Fundamental understanding of Microsoft Office Excel 2013 and newer.

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.

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.

Preparation

None.

Notice

None.

Leader(s):

Leaders

Thomas Stephens Jr

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992.

Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally 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 nineteen years, Mr. Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide.

Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle – his wife of twenty-nine years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

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Non-Member Price $159.00

Member Price $129.00