K2'S Supercharging Your Spreadsheet Collaboration

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Instructor

Brian
Tankersley

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Brian Tankersley, CPA, CITP

Bio

Brian F. Tankersley, CPA,CITP
Director of Strategic Relationships, K2 Enterprises

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 47 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

Collaboration is a key to productivity and success. But remote work can make collaboration more challenging, including collaborating on spreadsheets. Fortunately, tools such as portals with check-in/check-out capabilities, version control, comment tracking, and co-authoring can enable online spreadsheet collaboration. Further, Excel’s Inquire tool can facilitate spreadsheet collaboration in offline environments.

Don’t let remote work hamper your spreadsheet collaboration needs! Participate in this session to learn how to collaborate on spreadsheets effectively from anywhere using tools you already own or license.

Learning Objectives

Select various Excel features associated with collaboration
List the steps necessary to use Excel’s Inquire tool to identify differences between two spreadsheets
Differentiate between the capabilities of Excel’s Notes feature and its Comments feature
Choose the correct definitions for key terms associated with file storage such as check-in/check-out and version control from a list of options

Major Topics

Collaboration methods using Microsoft Office and Microsoft 365
Ways to track changes to sheets and compare different versions of a file
Tools for sharing and responding to comments among a team from within a file

CPE Credits Available

1 CPE

1: Information Technology

Things to Know About This Course

Course Level

Intermediate

Prerequisites

Working knowledge of Microsoft Office Excel

Advanced Preparation

None

Intended Audience

Business professionals who are seeking to stay abreast of major technology developments

Provider

ACPEN