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Live Webcast Replay

K2’s 2022 Data Analytics for Accountants and Auditors

Total Credits: 4 including 4 Information Technology - Technical

Average Rating:
Technology |  ACPEN Industry Institute |  Industry
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
4 Hours
Product Setting: Expires 30 day(s) after program date.

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


In the world of “Big Data,” virtually all business professionals have become data analysts, at least to some extent. However, that is particularly true in the field of auditing, where internal and external auditors are increasingly turning to data analytics to identify situations requiring follow-up and investigation. Those who understand how to take advantage of various tools to assist in these efforts benefit by conducting more thorough analyses and achieving superior results in less time.

In this session, you will learn about various tools and techniques you can use for more thorough data analyses. The discussion includes Excel as a data analysis tool, multiple Excel add-ins, and Microsoft’s Power BI application.

Basic Course Information

Learning Objectives
  • List the four types of data analytics and identify situations in which each can be useful in auditing environments
  • Identify opportunities to use features in Excel to analyze data in the context of auditing
  • Distinguish between Business Intelligence and Data Analytics
  • Differentiate between correlation and causation
  • Cite examples of how Power Query, Power BI, and other tools can streamline and enhance Data Analytics

Major Subjects
  • Excel as a data analysis tool
  • Excel add-ins
  • Microsoft’s Power BI application

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, Mar 07, 2024 - 09:00am to 12:43pm MST
Sat, Mar 16, 2024 - 11:00am to 02:43pm MDT
Tue, Mar 26, 2024 - 07:00am to 10:43am MDT
Mon, Apr 08, 2024 - 09:00am to 12:43pm MDT
Wed, Apr 17, 2024 - 11:00am to 02:43pm MDT
Fri, Apr 26, 2024 - 07:00am to 10:43am MDT
Tue, May 07, 2024 - 09:00am to 12:43pm MDT
Thu, May 16, 2024 - 04:00pm to 07:43pm MDT
Sat, May 18, 2024 - 07:00am to 10:43am MDT
Fri, Jun 07, 2024 - 09:00am to 12:43pm MDT
Sat, Jun 15, 2024 - 11:00am to 02:43pm MDT
Fri, Jun 21, 2024 - 07:00am to 10:43am MDT
Fri, Jun 28, 2024 - 09:00am to 12:43pm MDT

Additional Info

Basic Course Information


Basic knowledge of technology strategy and standards

Advanced Preparation


Designed For

Practitioners and business executives who need to know more about emerging technologies, including blockchain and cryptocurrencies

Original Recording Date


Course Developer

K2 Enterprises 

Date Added to Catalog


Yellow Book No

Additional Information

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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

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. 



Overall:      4.7

Total Reviews: 30


Ronald R

"Mr. Stephens has an amazing memory!"

John W

"Very informative. Excellent presenter! Thank you so much!"