Total Credits: 8 including 8 Accounting - Technical
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.
Upon completing this course, you should be able to:
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
Advanced Excel Data Magic - Managing, Analyzing, and Reporting Slides (471.8 KB) | Available after Purchase | ||
Advanced Excel Data Magic - Managing, Analyzing, and Reporting Handout (5.4 MB) | Available after Purchase |
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
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Mon, Mar 22, 2021 - 12:30pm to 08:08pm EDT
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Thu, Apr 15, 2021 - 09:30am to 05:08pm EDT
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Mon, May 03, 2021 - 12:30pm to 08:08pm EDT
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Thu, May 27, 2021 - 09:30am to 05:08pm EDT
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Mon, Jun 14, 2021 - 12:30pm to 08:08pm EDT
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Thu, Jul 08, 2021 - 09:30am to 05:08pm EDT
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Mon, Jul 26, 2021 - 12:30pm to 08:08pm EDT
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Thu, Aug 19, 2021 - 12:30pm to 08:08pm EDT
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Tue, Sep 07, 2021 - 12:30pm to 08:08pm EDT
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Mon, Sep 27, 2021 - 12:30pm to 08:08pm EDT
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Thu, Oct 21, 2021 - 09:30am to 05:08pm EDT
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Mon, Nov 08, 2021 - 12:30pm to 08:08pm EST
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Thu, Dec 02, 2021 - 09:30am to 05:08pm EST
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Mon, Dec 20, 2021 - 12:30pm to 08:08pm EST
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