Webinar: Excel Essentials for the Busy Professional

WK256  |  Partner Virtual Events  |  Intermediate  |  Scheduled


Let this be the year that you learn how to take advantage of Excel's best features for busy professionals. Tables, conditional formatting, interactive charting, multi-condition formulas, lookup functions, and formatting shortcuts are all examples of techniques that you should be using to get better results in less time with Excel. If you're not using all of these features, or if you are unsure if you are taking full advantage of these features, you should make plans now to participate in this session to boost your Excel skills.


Number of Credits Type of Credits
6 Other


Good working knowledge of Excel


Utilizing templates for quality presentations Building reports that use Tables as mini databases Preparing dynamic chartsUtilizing functions to analyze data/LI>


Upon completing this course, you should be able to:

  • Identify how to create presentation-quality Excel-based reports quickly by using templates and applying formatting shortcuts
  • Implement Tables as dynamically resizing data ranges and build reports that use Tables as mini-databases in Excel
  • Prepare dynamic charts that allow end-users to filter the data on the fly
  • Utilize Excel's VLOOKUP, HLOOKUP, and CHOOSE functions to find exact data points and work with Excel's Fuzzy Lookup add-in to create approximate matches of data
  • Create formulas that evaluate multiple conditions before summarizing data
  • Apply Conditional Formatting to assist in analyzing data
  • Identify how to track multiple versions of a spreadsheet using Excel's Scenario Manager feature




This webinar is provided by K2 Enterprises. After registering for the course, you will receive an email from K2 with instructions for logging in to the webinar and obtaining your eMaterials.


Member (Early Bird)
Non-Member (Early Bird)
Your Price: $164.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to November 20, 2017.


Steven M. Phelan, CPA

Steven M. Phelan, CPA
Associate, K2 Enterprises
Oklahoma City, OK

Steven M. Phelan, CPA is currently a tax manager and assistant technology manager at North Bay Associates, a family group office based in Oklahoma City, Oklahoma.  He also owns a small tax and accounting practice as a side business.  Prior to this, he spent 12 years in public accounting practice, with a primary focus on tax and technology consulting.  He is a Certified Public Accountant and received his Bachelor of Accountancy degree from the University of Oklahoma.  He also holds several vendor specific software certifications.

Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs.  Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee, and is currently a member of the Taxation Committee.   Recently, Steven was selected as a 2012 Trailblazer, an OSCPA member who is under 40, recognizing innovation, professional dedication and community commitment.  He also received the OSCPA President’s Award for his work with the New CPA Committee.  Steven is also active in the Mustang, Oklahoma community serving as Treasurer for Friends of the Mustang Public Library, Inc.

Mr. Phelan is a frequent speaker at seminars and conferences sponsored by the OSCPA and other local and state organizations.  Steven was recently added as the newest member of the K2 Enterprise team where he speaks throughout the nation.  Session topics include a variety of computer software titles, such as Excel, Word and QuickBooks as well as covering general technology topics.
Steven has written a number of technology related articles for state and national publications.  He is a frequent contributor to CPA Practice Advisor where he reviews various tax and accounting related software solutions.

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