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Live Webcast Replay

K2’s Advanced Excel Reporting – Best Practices, Tools, & Techniques


Total Credits: 4 including 4 Accounting - Technical

Average Rating:
   4.3
Category:
ACPEN Industry Institute |  Industry |  Accounting and Auditing
Faculty:
Thomas G. Stephens, Jr., CPA.CITP, CGMA
Course Levels:
Advanced
Duration:
4 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

If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this program should be at the top of your CPE list! In this seminar, you will learn how to use Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. You will also learn how to incorporate PivotTables into your reporting routines, including how to add calculations to your PivotTables, how to group PivotTable data into fiscal reporting periods, and how to filter your PivotTables using Slicers.

 

You will also learn best practices for presenting compelling and captivating Excel-based reports and  charts, and how to use two Excel add-ins – BizNet’s Excel Business Information Suite and Microsoft’s Power Pivot – to streamline and automate many of the manual processes associated with building Excel-based reports. In sum, if you generate financial or operational reports in Excel, you cannot afford to miss this program!

 

Many accounting and financial professionals spend far too much time in Excel accessing and converting financial data into useful reports. If there is the chance you may not be taking full advantage of all that Excel has to offer as a reporting tool, then you should make plans to participate in this program.

 

Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • Link and import data from external databases – including multi-table databases – into Excel
  • Use Tables and PivotTables to create accurate financial reports and analyses
  • List and apply Excel shortcuts for formatting financial reports
  • Implement Excel templates to improve reporting productivity
  • Identify opportunities to work with third-party tools to streamline reporting in Excel

Major Subjects
  • Accounting
  • Technology for CPAs
  • Excel

Course Materials

Faculty

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

Thomas G. Stephens, Jr., CPA.CITP, CGMA Related seminars and products: 46

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, Mar 12, 2021 - 08:00am to 11:39am MST
Tue, Mar 23, 2021 - 12:30pm to 04:09pm MDT
Mon, Apr 12, 2021 - 08:00am to 11:39am MDT
Fri, Apr 23, 2021 - 12:30pm to 04:09pm MDT
Wed, May 12, 2021 - 08:00am to 11:39am MDT
Wed, May 26, 2021 - 12:30pm to 04:09pm MDT
Sat, Jun 12, 2021 - 08:00am to 11:39am MDT
Wed, Jun 23, 2021 - 12:30pm to 04:09pm MDT
Mon, Jul 12, 2021 - 08:00am to 11:39am MDT
Fri, Jul 23, 2021 - 12:30pm to 04:09pm MDT
Thu, Aug 12, 2021 - 08:00am to 11:39am MDT
Mon, Aug 23, 2021 - 12:30pm to 04:09pm MDT
Fri, Sep 10, 2021 - 08:00am to 11:39am MDT
Thu, Sep 23, 2021 - 12:30pm to 04:09pm MDT
Tue, Oct 12, 2021 - 08:00am to 11:39am MDT
Sat, Oct 23, 2021 - 12:30pm to 04:09pm MDT
Fri, Nov 12, 2021 - 08:00am to 11:39am MST
Tue, Nov 23, 2021 - 12:30pm to 04:09pm MST
Tue, Dec 14, 2021 - 08:00am to 11:39am MST
Thu, Dec 23, 2021 - 12:30pm to 04:09pm MST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Strong working knowledge of Excel 2007 or newer
Advanced Preparation None
Designed For Accounting and financial professionals who use Excel for reporting and want to reduce the risk of errors, simplify reporting processes, and improve the quality of reports
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:      4.3

Total Reviews: 6

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