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Live Webcast Replay

K2’s Integrating Data for Improved Efficiency and Control

Total Credits: 4 including 4 Information Technology - Technical

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ACPEN Industry Institute |  Industry
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.


In today’s business climate, data is king! Organizations of all sizes collect and manage more data than ever, and that trend is sure to continue. The number of apps, services, and platforms we use also increases every year in this environment. Thus, there is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data, and in this session, you will learn how to do precisely that.

Conquering your data can help improve efficiency and effectiveness and reduce costs and errors within your organization. In this course, you will learn various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process. Participate in this session so that you can truly integrate your data and reap the benefits of improved efficiency and control.

Basic Course Information

Learning Objectives
  • Define and identify where your organization keeps its data and how to access that data
  • List various tools, services, and programs to manage data and share it with other systems
  • Identify the cost and benefits of multiple data sharing techniques and approaches
  • Construct and build data sharing and integration processes using widely available tools such as Power Query, Power BI, and more 

Major Subjects
  • Data Sharing
  • Power Query, Power BI

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.


Thu, Aug 12, 2021 - 02:30pm to 06:12pm EDT
Mon, Aug 23, 2021 - 10:00am to 01:42pm EDT
Fri, Sep 10, 2021 - 02:30pm to 06:12pm EDT
Thu, Sep 23, 2021 - 10:00am to 01:42pm EDT
Tue, Oct 12, 2021 - 02:30pm to 06:12pm EDT
Sat, Oct 23, 2021 - 10:00am to 01:42pm EDT
Fri, Nov 12, 2021 - 02:30pm to 06:12pm EST
Tue, Nov 23, 2021 - 10:00am to 01:42pm EST
Tue, Dec 14, 2021 - 02:30pm to 06:12pm EST
Thu, Dec 23, 2021 - 10:30am to 02:12pm EST
Thu, Jan 06, 2022 - 09:00am to 12:42pm EST
Tue, Jan 18, 2022 - 01:00pm to 04:42pm EST
Thu, Feb 03, 2022 - 11:00am to 02:42pm EST
Tue, Feb 15, 2022 - 03:00pm to 06:42pm EST
Thu, Mar 03, 2022 - 09:00am to 12:42pm EST
Tue, Mar 15, 2022 - 01:00pm to 04:42pm EDT
Thu, Apr 07, 2022 - 11:00am to 02:42pm EDT
Tue, Apr 19, 2022 - 03:00pm to 06:42pm EDT
Thu, May 05, 2022 - 09:00am to 12:42pm EDT
Tue, May 17, 2022 - 01:00pm to 04:42pm EDT
Thu, Jun 02, 2022 - 11:00am to 02:42pm EDT
Tue, Jun 21, 2022 - 03:00pm to 06:42pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/25/2021

Basic understanding of computer operations and terminology

Advanced Preparation None
Designed For

Business professionals seeking to leverage technology by integrating data across multiple applications to improve efficiency and control

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


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