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Live Webcast Replay

K2’s 2023 Business Intelligence, Featuring Microsoft’s Power BI Tools


Total Credits: 8 including 8 Information Technology - Technical

Average Rating:
   5
Categories:
ACPEN Industry Institute |  Industry
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Advanced
Duration:
8 hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates


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 – 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. This program will teach you to implement “do-it-yourself business intelligence” using various techniques and tools. First, you will learn to work with advanced Excel data query and summarization features 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
  • The importance of Business Intelligence in today’s business climate
  • Differentiating between Power BI licensing options
  • A hands-on approach to creating effective Power BI reports and dashboards

 


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

Thu, Mar 07, 2024 - 08:00am to 03:35pm MST
Thu, Mar 21, 2024 - 09:00am to 04:35pm MDT
Fri, Apr 05, 2024 - 10:00am to 05:35pm MDT
Thu, Apr 18, 2024 - 07:00am to 02:35pm MDT
Mon, May 06, 2024 - 08:00am to 03:35pm MDT
Wed, May 15, 2024 - 09:00am to 04:35pm MDT
Wed, Jun 05, 2024 - 10:00am to 05:35pm MDT
Thu, Jun 13, 2024 - 07:00am to 02:35pm MDT
Wed, Jun 19, 2024 - 08:00am to 03:35pm MDT

Additional Info

Basic Course Information

Original Recording Date 2023
Date Added to Catalog 8/22/23
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

Reviews

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Overall:      4.8

Total Reviews: 5

Comments

Nelson P

"Thank You! I truly enjoyed both the high level and detail. Course was a good balance of both."