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Computer Software and Applications
Fundamental knowledge of computer operations and Microsoft Office Excel

Course Description

Of course, you can use a wide range of tools and techniques to analyze financial and operational data. However, before you can use any of these, you must first retrieve, scrub, and organize your data. In this session, you will learn about various Microsoft tools you can use to access and prepare your data. Some of these tools - Power Query, for example - reside in Excel, while some such as Power BI lie outside Excel. More specifically, you will learn how to work with the Power Query feature and various content packs in Power BI. With these tools, you will be able to connect, retrieve, reorganize, and work with data from a variety of sources.  Participate in this session and learn to use these tools to solve and automate your data extraction and transformation processes.


K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992. Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally 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-four years, Mr. Stephens has presented over 2,600 educational sessions to over 68,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

Course Specifics

Computer Software and Applications
Mar 19, 2020
Fundamental knowledge of computer operations and Microsoft Office Excel

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon completing this session, you should be able to:

  • Define the major components included in Microsoft Power Query and Power BI Content Packs;
  • Identify how Power Query fits into the Microsoft self-service Business Intelligence ecosystem (Power Query, Power Map, Power Pivot, Power View, and Power BI);
  • List the types of data sources which can be accessed using Power Query, Power Pivot, and Power BI Content Packs;
  • Identify various Power Query transformations that can be used to reformat, combine, and rearrange data retrieved from a wide range of sources; and
  • Create queries using Microsoft Power BI Content Packs as the basis for building effective reports.

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