Not Found
Live Webcast Replay

K2’s Excel Charting and Visualizations

Total Credits: 4 including 4 Computer Software & Applications - Non-technical

Average Rating:
Not yet rated
ACPEN Industry Institute |  Industry |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
4 hours
Access for 30 day(s) after program date.

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


Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, take part in this session to improve your skills when creating charts and other visualizations in Excel. As a result of doing so, you will create visualizations that will enhance your communication skills.

This session is much more than just a seminar on fundamental charts.  Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. If you are looking to improve your communication skills, this seminar is a must for you.

Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • Identify the types of visualizations that should be used to communicate specific messages
  • List the steps to creating effective visualizations in Excel and other Microsoft Office applications
  • Identify options for creating interactive visualizations
  • Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
  • Identify options for linking Excel-based data and visualizations into Word and PowerPoint

Major Subjects
  • Computer Software & Applications
  • Excel Charting
  • Microsoft Office

Course Materials


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

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


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.


Mon, Jul 26, 2021 - 02:00pm to 05:41pm EDT
Fri, Aug 13, 2021 - 09:30am to 01:11pm EDT
Thu, Aug 26, 2021 - 02:00pm to 05:41pm EDT
Mon, Sep 13, 2021 - 09:30am to 01:11pm EDT
Thu, Sep 23, 2021 - 02:00pm to 05:41pm EDT
Wed, Oct 13, 2021 - 09:30am to 01:11pm EDT
Tue, Oct 26, 2021 - 02:00pm to 05:41pm EDT
Sat, Nov 13, 2021 - 09:30am to 01:11pm EST
Mon, Nov 29, 2021 - 02:00pm to 05:41pm EST
Mon, Dec 13, 2021 - 09:30am to 01:11pm EST
Wed, Dec 29, 2021 - 02:00pm to 05:41pm EST
Thu, Jan 06, 2022 - 09:00am to 12:41pm EST
Tue, Jan 18, 2022 - 01:00pm to 04:41pm EST
Thu, Feb 03, 2022 - 11:00am to 02:41pm EST
Tue, Feb 15, 2022 - 03:00pm to 06:41pm EST
Thu, Mar 03, 2022 - 09:00am to 12:41pm EST
Tue, Mar 15, 2022 - 01:00pm to 04:41pm EDT
Thu, Apr 07, 2022 - 11:00am to 02:41pm EDT
Tue, Apr 19, 2022 - 03:00pm to 06:41pm EDT
Thu, May 05, 2022 - 09:00am to 12:41pm EDT
Tue, May 17, 2022 - 01:00pm to 04:41pm EDT
Thu, Jun 02, 2022 - 11:00am to 02:41pm EDT
Tue, Jun 21, 2022 - 03:00pm to 06:41pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/24/2021
Prerequisites Fundamental understanding of creating charts in Microsoft Office applications
Advanced Preparation None
Designed For CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel
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


Please wait ...

Back to Top