K2'S Supercharging Your Spreadsheet Collaboration
Total Credits: 1 including 1 Information Technology - Technical
- Average Rating:
- 19
- Categories:
- ACPEN Industry Institute | Industry | Technology
- Faculty:
- Brian F. Tankersley, CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
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.
Basic Course Information
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 Subjects
- 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
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Supercharging Your Spreadsheet Collaboration Handout (1.5 MB) | Available after Purchase |
Demo Files (1.8 MB) | Available after Purchase |
Faculty

Brian F. Tankersley, CPA.CITP, CGMA Related Seminars and Products
Director, Strategic Relationships
K2 Enterprises, LLC
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 48 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.
Dates
Tue, Mar 25, 2025 - 07:00am to 07:59am PDT
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Fri, Apr 18, 2025 - 10:00am to 10:59am PDT
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Tue, Apr 22, 2025 - 07:00am to 07:59am PDT
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Sat, May 03, 2025 - 09:00am to 09:59am PDT
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Tue, May 20, 2025 - 07:00am to 07:59am PDT
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Fri, May 30, 2025 - 10:00am to 10:59am PDT
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Tue, Jun 17, 2025 - 07:00am to 07:59am PDT
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Sat, Jul 05, 2025 - 09:00am to 09:59am PDT
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Fri, Jul 11, 2025 - 10:00am to 10:59am PDT
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Tue, Jul 15, 2025 - 07:00am to 07:59am PDT
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Tue, Aug 12, 2025 - 07:00am to 07:59am PDT
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Fri, Aug 22, 2025 - 10:00am to 10:59am PDT
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Sat, Sep 06, 2025 - 09:00am to 09:59am PDT
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Tue, Sep 09, 2025 - 07:00am to 07:59am PDT
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Fri, Oct 03, 2025 - 10:00am to 10:59am PDT
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Tue, Oct 07, 2025 - 07:00am to 07:59am PDT
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Sat, Nov 01, 2025 - 09:00am to 09:59am PDT
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Tue, Nov 04, 2025 - 07:00am to 07:59am PST
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Fri, Nov 14, 2025 - 10:00am to 10:59am PST
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Tue, Dec 02, 2025 - 07:00am to 07:59am PST
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Fri, Dec 26, 2025 - 10:00am to 10:59am PST
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Tue, Dec 30, 2025 - 07:00am to 07:59am PST
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Sat, Jan 03, 2026 - 09:00am to 09:59am PST
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Tue, Jan 27, 2026 - 07:00am to 07:59am PST
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Fri, Feb 06, 2026 - 10:00am to 10:59am PST
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Tue, Feb 24, 2026 - 07:00am to 07:59am PST
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Sat, Mar 07, 2026 - 09:00am to 09:59am PST
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Fri, Mar 20, 2026 - 10:00am to 10:59am PDT
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Tue, Mar 24, 2026 - 07:00am to 07:59am PDT
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Tue, Apr 21, 2026 - 07:00am to 07:59am PDT
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Fri, May 01, 2026 - 10:00am to 10:59am PDT
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Sat, May 02, 2026 - 09:00am to 09:59am PDT
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Tue, May 19, 2026 - 07:00am to 07:59am PDT
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Additional Info
Basic Course Information
Prerequisites Working knowledge of Microsoft Office ExcelAdvanced Preparation None
Designed For
Accounting and financial professionals seeking to enhance their spreadsheet collaboration efforts
Original Recording Date 2022
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 03/15/2022
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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