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Live Webcast Replay

K2’s Advanced Excel Data Magic – Managing, Analyzing, and Reporting

Total Credits: 8 including 8 Accounting - Technical

Average Rating:
ACPEN Industry Institute |  Industry |  Accounting and Auditing
Tommy Stephens
Course Levels:
8 hours
Access for 30 day(s) after program date.



With tools such as Data Models, Power Query, and Power Pivot, today’s versions of Excel offer unparalleled opportunities to move beyond traditional reporting techniques. If you are interested in how to advance your reporting processes and minimize your dependence on formulas, then this is the one class you cannot afford to miss.


In this session, you will learn about the importance of creating Data Models to facilitate your financial reporting processes and how you can use Power Pivot to assist in summarizing your data quickly and easily into compelling and interactive statements. You will also learn how to use Excel’s Power Query feature to both link and transform data from external data sources – such as your accounting or ERP system – into Excel so that you use this data in your reports.


Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • Define the term “Data Model” and identify the steps for creating Data Models in Excel
  • Identify the steps necessary to link data from external data sources into Excel using Power Query
  • Create transformations in Power Query to facilitate simpler and more timely reporting
  • List the key benefits associated with using Power Pivot to manage your Data Models
  • Create PivotTables and PivotCharts to summarize your financial data into useful reports and statements

Major Subjects
  • Excel
  • Accounting

Course Materials


Tommy Stephens Related seminars and products: 46

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 provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses.  Additionally, in 1995 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 twenty-two years, Mr. Stephens has presented over 2,100 educational sessions to over 61,000 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 thirty-one 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.


Thu, Mar 04, 2021 - 09:30am to 05:08pm EST
Mon, Mar 22, 2021 - 12:30pm to 08:08pm EDT
Thu, Apr 15, 2021 - 09:30am to 05:08pm EDT
Mon, May 03, 2021 - 12:30pm to 08:08pm EDT
Thu, May 27, 2021 - 09:30am to 05:08pm EDT
Mon, Jun 14, 2021 - 12:30pm to 08:08pm EDT
Thu, Jul 08, 2021 - 09:30am to 05:08pm EDT
Mon, Jul 26, 2021 - 12:30pm to 08:08pm EDT
Thu, Aug 19, 2021 - 12:30pm to 08:08pm EDT
Tue, Sep 07, 2021 - 12:30pm to 08:08pm EDT
Mon, Sep 27, 2021 - 12:30pm to 08:08pm EDT
Thu, Oct 21, 2021 - 09:30am to 05:08pm EDT
Mon, Nov 08, 2021 - 12:30pm to 08:08pm EST
Thu, Dec 02, 2021 - 09:30am to 05:08pm EST
Mon, Dec 20, 2021 - 12:30pm to 08:08pm EST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Fundamental knowledge of Excel
Advanced Preparation None
Designed For CPAs and other financial and business professionals who are seeking quicker and more accurate ways to prepare financial reports and summaries using Excel 2016 and newer.
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (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:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.8

Total Reviews: 9


Kevin W - Marrero, Louisiana

"Great webcast"

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