Total Credits: 2 including 2 Accounting - Technical
New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.
Upon completing this session, you should be able to:
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
Next Generation Excel Reporting Handout (1.8 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.
Tue, Jan 26, 2021 - 04:00pm to 05:51pm EST
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Wed, Feb 03, 2021 - 10:00am to 11:51am EST
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Thu, Feb 25, 2021 - 12:00pm to 01:51pm EST
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Fri, Apr 02, 2021 - 10:00am to 11:51am EDT
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Mon, Apr 19, 2021 - 12:00pm to 01:51pm EDT
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Mon, May 10, 2021 - 02:00pm to 03:51pm EDT
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Fri, May 28, 2021 - 04:00pm to 05:51pm EDT
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Fri, Jun 11, 2021 - 10:00am to 11:51am EDT
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Tue, Jun 29, 2021 - 12:00pm to 01:51pm EDT
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Thu, Jul 15, 2021 - 02:00pm to 03:51pm EDT
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Thu, Jul 29, 2021 - 04:00pm to 05:51pm EDT
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Fri, Aug 13, 2021 - 10:00am to 11:51am EDT
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Mon, Aug 30, 2021 - 12:00pm to 01:51pm EDT
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Thu, Sep 16, 2021 - 02:00pm to 03:51pm EDT
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Thu, Sep 30, 2021 - 04:00pm to 05:51pm EDT
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Sat, Oct 16, 2021 - 10:00am to 11:51am EDT
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Thu, Oct 28, 2021 - 12:00pm to 01:51pm EDT
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Mon, Nov 15, 2021 - 02:00pm to 03:51pm EST
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Tue, Nov 30, 2021 - 04:00pm to 05:51pm EST
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