Total Credits: 2 including 2 Accounting - Technical
New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.
Upon completing this session, you should be able to:
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
Next Generation Excel Reporting Handout (1.8 MB) | Available after Purchase |
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:
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.
Wed, Mar 10, 2021 - 12:00pm to 01:51pm MST
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Wed, Mar 24, 2021 - 02:00pm to 03:51pm MDT
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Fri, Apr 02, 2021 - 08:00am to 09:51am MDT
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Mon, Apr 19, 2021 - 10:00am to 11:51am MDT
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Mon, May 10, 2021 - 12:00pm to 01:51pm MDT
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Fri, May 28, 2021 - 02:00pm to 03:51pm MDT
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Fri, Jun 11, 2021 - 08:00am to 09:51am MDT
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Tue, Jun 29, 2021 - 10:00am to 11:51am MDT
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Thu, Jul 15, 2021 - 12:00pm to 01:51pm MDT
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Thu, Jul 29, 2021 - 02:00pm to 03:51pm MDT
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Fri, Aug 13, 2021 - 08:00am to 09:51am MDT
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Mon, Aug 30, 2021 - 10:00am to 11:51am MDT
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Thu, Sep 16, 2021 - 12:00pm to 01:51pm MDT
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Thu, Sep 30, 2021 - 02:00pm to 03:51pm MDT
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Sat, Oct 16, 2021 - 08:00am to 09:51am MDT
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Thu, Oct 28, 2021 - 10:00am to 11:51am MDT
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Mon, Nov 15, 2021 - 12:00pm to 01:51pm MST
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Tue, Nov 30, 2021 - 02:00pm to 03:51pm MST
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Wed, Dec 08, 2021 - 08:00am to 09:51am MST
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Wed, Dec 29, 2021 - 10:00am to 11:51am MST
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