Total Credits: 4 including 4 Accounting - Technical
If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this program should be at the top of your CPE list! In this seminar, you will learn how to use Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. You will also learn how to incorporate PivotTables into your reporting routines, including how to add calculations to your PivotTables, how to group PivotTable data into fiscal reporting periods, and how to filter your PivotTables using Slicers.
You will also learn best practices for presenting compelling and captivating Excel-based reports and charts, and how to use two Excel add-ins – BizNet’s Excel Business Information Suite and Microsoft’s Power Pivot – to streamline and automate many of the manual processes associated with building Excel-based reports. In sum, if you generate financial or operational reports in Excel, you cannot afford to miss this program!
Many accounting and financial professionals spend far too much time in Excel accessing and converting financial data into useful reports. If there is the chance you may not be taking full advantage of all that Excel has to offer as a reporting tool, then you should make plans to participate in this program.
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 Reporting - Best Practices, Tools and Techniques Handout (10.1 MB) | Available after Purchase | ||
K2’s Advanced Excel Reporting – Best Practices, Tools, & Techniques_Q&A (11.9 KB) | 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.
Fri, Feb 12, 2021 - 10:00am to 01:39pm EST
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Tue, Feb 23, 2021 - 02:30pm to 06:09pm EST
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Fri, Mar 12, 2021 - 10:00am to 01:39pm EST
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Tue, Mar 23, 2021 - 02:30pm to 06:09pm EDT
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Mon, Apr 12, 2021 - 10:00am to 01:39pm EDT
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Fri, Apr 23, 2021 - 02:30pm to 06:09pm EDT
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Wed, May 12, 2021 - 10:00am to 01:39pm EDT
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Wed, May 26, 2021 - 02:30pm to 06:09pm EDT
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Sat, Jun 12, 2021 - 10:00am to 01:39pm EDT
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Wed, Jun 23, 2021 - 02:30pm to 06:09pm EDT
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Mon, Jul 12, 2021 - 10:00am to 01:39pm EDT
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Fri, Jul 23, 2021 - 02:30pm to 06:09pm EDT
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Thu, Aug 12, 2021 - 10:00am to 01:39pm EDT
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Mon, Aug 23, 2021 - 02:30pm to 06:09pm EDT
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Fri, Sep 10, 2021 - 10:00am to 01:39pm EDT
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Thu, Sep 23, 2021 - 02:30pm to 06:09pm EDT
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Tue, Oct 12, 2021 - 10:00am to 01:39pm EDT
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Sat, Oct 23, 2021 - 02:30pm to 06:09pm EDT
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Fri, Nov 12, 2021 - 10:00am to 01:39pm EST
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Tue, Nov 23, 2021 - 02:30pm to 06:09pm EST
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Tue, Dec 14, 2021 - 10:00am to 01:39pm EST
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Thu, Dec 23, 2021 - 02:30pm to 06:09pm EST
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