Conference
Driving Financial Performance with Power BI: A Practical Guide: Part 1
This course is part of the Las Vegas, NV – December 2025 Conference. Click the link below to view the conference page.
$399.00
Availability: 13 in stock
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
 Secure Transaction CPE Credits
2 Credits: Information Technology
Event Date: December 9, 2025 9:30 am
Course Level
Intermediate
Format
Conference
Course Description
This hands-on workshop plunges you into the world of Business Intelligence (BI), today’s most powerful approach for transforming raw data into strategic insights. As organizations increasingly recognize the competitive advantage of data analytics, professionals who can harness these tools are becoming invaluable assets to their teams.
Through guided exercises and practical demonstrations, you’ll progress from basic Excel-based dashboards to sophisticated Power BI visualizations that uncover hidden patterns and opportunities within your data. Rather than just learning theory, you’ll build actual BI solutions throughout the session.
The workshop covers:
• Creating interactive Excel dashboards that transcend traditional spreadsheet limitations
• Understanding when Excel-based solutions fall short and when to transition to more robust tools
• Implementing specialized Excel add-ins to enhance your analytical capabilities
• Leveraging Power BI’s advanced features for data transformation, modeling, and visualization
• Developing distribution strategies that make your insights accessible to stakeholders
Perfect for: Financial professionals, analysts, managers, and decision-makers who need to extract maximum value from organizational data. No programming experience required—just a willingness to elevate your data analysis skills beyond basic reporting to true business intelligence.
Learning Objectives
Course Specifics
25CLasVegasDec-LE424714
Basic familiarity with Excel recommended but not required
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Thomas G. (Tommy) 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 …