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May 11, 2018
11:00AM - 3:00PM ET


June 12, 2018
11:00AM - 3:00PM ET


Specialized Knw and Apps
Fundamental understanding of Microsoft Excel

Course Description

Perhaps no term receives more coverage in business circles today than business intelligence (BI). With Microsoft's new Power BI tools, you can now create powerful, interactive, and visually-compelling summaries of potentially vast quantities of data directly from your computer and without the assistance of your technology team. Using do it yourself business intelligence, you're be able to quickly and easily create reports and dashboards that might have taken days or even weeks in the past.

In this course, you'll learn how to use Microsoft's Power BI tools to solve many of the financial and operational reporting issues you face each day. More specifically, you'll learn how to leverage your existing understanding of Microsoft Excel to harness the power of tools, such as Power Query, Power View, Power Map, and Power Pivot. With this knowledge, you'll have insights into your data that can help you to make more informed and profitable decisions while retaining full control over your data.


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

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens 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 nineteen years, Mr. Stephens has presented in excess of 1,900 educational sessions to over 58,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where he provides consulting services to small businesses and CPA firms. In addition to his professional career, Mr. Stephens enjoys an active personal life. He and his wife of thirty years, Michelle, have two children. His hobbies include snow skiing, fishing, and running. 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

Specialized Knw and Apps
Jan 21, 2016
Fundamental understanding of Microsoft Excel

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon completing this course, participants will be able to:

  • Identify how to utilize Power Query to extract financial and operational data from multiple data sources;
  • Cite how to summarize data in Power Pivot, including data found in the Data Model feature of Excel 2013;
  • Identify how to prepare stunning, interactive visualizations of data using Power Map and Power View;
  • Cite how to share your BI reports and dashboards and collaborate with team members using tools such as Power BI Sites; and
  • Identify how to create compelling and useful dashboards using Power BI Desktop.

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