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K2's Turbocharging Small Business Reporting With Power Query


Total Credits: 2 including 2 Computer Software & Applications - Non-technical

Average Rating:
Not yet rated
Category:
ACPEN Industry Institute |  Industry |  Practice Management
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
2 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

Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. Most of these same professionals periodically export data to Excel, text, or other file formats to create custom reports to manage their business.  The related data transformations required to utilize exported data can be automated using Microsoft’s Power Query tool in Excel. With Power Query, these professionals can perform simple and complex tasks almost instantly.  Participate in this session to learn how to use Power Query – a tool you already own – to create more accurate and timely reports for your small business.


 

Basic Course Information

Learning Objectives
  • Identify when you might utilize critical features available in Power Query, including getting data from tables, workbooks, text files, databases, web pages, and other sources
  • List the steps to export data from QuickBooks Desktop and QuickBooks Online, and identify key source reports that you can use to export data from Excel into Power Query
  • Define key terms associated with Power Query, such as DAX, ODBC, Power Pivot, Pivot Tables, and the M programming language
  • Identify an example of when you might want to use the “Open from Folder” tool in Power Query

Major Subjects
  • Tips and tricks for accessing, transforming, and combining data exported from small business applications into meaningful reports using Power Query
  • Methods of automating and enhancing report generation processes using templates and refreshing data from related applications
  • Advanced Power Query techniques

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 - 02:00pm to 03:53pm EDT
Thu, Aug 12, 2021 - 04:00pm to 05:53pm EDT
Fri, Aug 27, 2021 - 10:00am to 11:53am EDT
Tue, Sep 07, 2021 - 12:00pm to 01:53pm EDT
Fri, Sep 24, 2021 - 02:00pm to 03:53pm EDT
Tue, Oct 05, 2021 - 04:00pm to 05:53pm EDT
Thu, Oct 21, 2021 - 10:00am to 11:53am EDT
Thu, Nov 04, 2021 - 12:00pm to 01:53pm EDT
Fri, Nov 19, 2021 - 02:00pm to 03:53pm EST
Fri, Dec 03, 2021 - 04:00pm to 05:53pm EST
Mon, Dec 20, 2021 - 10:00am to 11:53am EST
Fri, Jan 14, 2022 - 12:00pm to 01:53pm EST
Wed, Jan 26, 2022 - 02:00pm to 03:53pm EST
Fri, Feb 11, 2022 - 04:00pm to 05:53pm EST
Wed, Feb 23, 2022 - 10:00am to 11:53am EST
Fri, Mar 11, 2022 - 12:00pm to 01:53pm EST
Wed, Mar 23, 2022 - 02:00pm to 03:53pm EDT
Fri, Apr 08, 2022 - 04:00pm to 05:53pm EDT
Wed, Apr 27, 2022 - 10:00am to 11:53am EDT
Fri, May 13, 2022 - 12:00pm to 01:53pm EDT
Wed, May 25, 2022 - 02:00pm to 03:53pm EDT
Sat, Jun 11, 2022 - 04:00pm to 05:53pm EDT
Wed, Jun 22, 2022 - 10:00am to 11:53am EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 07/05/2021
Prerequisites None
Advanced Preparation None
Designed For Business professionals desiring to improve financial and operational reporting using Excel’s Power Query feature
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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