September 9, 2026


Vendor Webinar


4 CPE Credits

K2's Mastering Advanced Excel Functions 26-27

K2's Mastering Advanced Excel Functions 26-27

September 9, 2026
Vendor Webinar
4 CPE Credits

K2's Mastering Advanced Excel Functions 26-27

K2's Mastering Advanced Excel Functions 26-27

  • View Bio

    Instructor

    Tommy
    Stephens

    View Bio

Learning Objectives

• Apply examples of best practices for constructing formulas in Excel spreadsheets
• Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
• Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
• Identify examples of when using Dynamic Arrays would be useful
• Differentiate between Excel’s AGGREGATE and SUBTOTAL functions
• Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function

Major Topics

• Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
• How to use “legacy” features and functions such as AGGREGATE
• Creating effective forecasts in Excel

CPE Credits Available

4 CPE Credits
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of Excel 2019 or newer

Provider

CalCPA California Society of CPAs

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