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Live Webcast Replay

K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools - New


Total Credits: 8 including 8 Accounting - Technical

Average Rating:
   5
Category:
ACPEN Industry Institute |  Industry |  Accounting and Auditing
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Advanced
Duration:
8 hours
License:
Access for 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes seek to take advantage of the data available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.

In this program, you will learn how to implement “do it yourself business intelligence” using various techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining better insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.

 

Basic Course Information

Learning Objectives
  • Create Excel-based BI dashboards
  • List the potential shortcomings of BI solutions based wholly on Excel
  • Identify and implement various Excel add-ins that might useful in BI applications
  • Differentiate between the BI opportunities in Excel and Power BI
  • Create and distribute dashboards using Power BI

Major Subjects
  • Accounting
  • Business Intelligence
  • Excel

Course Materials

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related seminars and products

Shareholder

K2 Enterprises


Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally 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-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Dates

Fri, Jul 30, 2021 - 08:30am to 04:09pm EDT
Tue, Aug 10, 2021 - 10:00am to 05:39pm EDT
Sat, Aug 28, 2021 - 08:30am to 04:09pm EDT
Tue, Sep 07, 2021 - 10:00am to 05:39pm EDT
Tue, Sep 28, 2021 - 08:30am to 04:09pm EDT
Tue, Oct 05, 2021 - 10:00am to 05:39pm EDT
Thu, Oct 28, 2021 - 08:30am to 04:09pm EDT
Tue, Nov 02, 2021 - 10:00am to 05:39pm EDT
Mon, Nov 22, 2021 - 08:30am to 04:09pm EST
Tue, Nov 30, 2021 - 10:00am to 05:39pm EST
Tue, Dec 28, 2021 - 08:30am to 04:09pm EST
Tue, Dec 28, 2021 - 10:00am to 05:39pm EST
Tue, Jan 04, 2022 - 08:30am to 04:09pm EST
Fri, Jan 14, 2022 - 10:00am to 05:39pm EST
Tue, Feb 01, 2022 - 08:30am to 04:09pm EST
Fri, Feb 11, 2022 - 10:00am to 05:39pm EST
Tue, Mar 01, 2022 - 08:30am to 04:09pm EST
Fri, Mar 11, 2022 - 10:00am to 05:39pm EST
Tue, Apr 05, 2022 - 08:30am to 04:09pm EDT
Fri, Apr 15, 2022 - 10:00am to 05:39pm EDT
Tue, May 03, 2022 - 08:30am to 04:09pm EDT
Fri, May 20, 2022 - 10:00am to 05:39pm EDT
Tue, Jun 07, 2022 - 08:30am to 04:09pm EDT
Fri, Jun 17, 2022 - 10:00am to 05:39pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/22/21
Prerequisites Basic understanding of computer operations and terminology, including Microsoft Office Excel 2013 and newer
Advanced Preparation None
Designed For Business professionals seeking to develop and implement BI solutions
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. 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
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.
Course Registration Requirements Online Registration

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