K2's 2023 Accessing And Managing Data In Excel
Total Credits: 4 including 4 Computer Software & Applications - Non-technical
- Average Rating:
- 17
- Categories:
- ACPEN INDUSTRY | Technology
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
For many business professionals, accessing and managing data in Excel is one of the biggest stumbling blocks when creating reports and analyses. Common practices include far too many manual processes and formulas, including never-ending manual processes needed to update your data and related reports.
Make plans now to join us in this session to learn best practices for accessing and managing data using Excel. In this session, you will learn how you can use Power Query and other Excel tools to quickly access and manipulate your data and generate reports in record time! This is a “must-see” session for any business professional working with Excel!
Basic Course Information
Learning Objectives- Identify options for querying data to Excel
- Define “transformations” in the context of Power Query
- List the general steps for creating a transformation
- Identify options for managing fiscal year data using Excel
- Specify the process for editing a query or its’ transformations
Major Subjects
- Using Power Query to link data into Excel
- Manipulating Excel data with data transformations
- Creating data models using Power Query
- Examples of common and useful transformations
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| Accessing And Managing Data In Excel Handout (1.8 MB) | Available after Purchase | ||
| Demo Files (1.4 MB) | Available after Purchase | ||
Faculty
Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products
Shareholder
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.
Dates
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Mon, Dec 30, 2024 - 10:00am to 01:37pm CST
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Thu, Jan 09, 2025 - 04:00pm to 07:37pm CST
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Wed, Jan 29, 2025 - 08:00am to 11:37am CST
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Fri, Feb 07, 2025 - 10:00am to 01:37pm CST
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Thu, Feb 20, 2025 - 12:00pm to 03:37pm CST
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Tue, Mar 11, 2025 - 02:00pm to 05:37pm CDT
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Sat, Mar 29, 2025 - 04:00pm to 07:37pm CDT
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Tue, Apr 08, 2025 - 08:00am to 11:37am CDT
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Thu, Apr 17, 2025 - 10:00am to 01:37pm CDT
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Sat, May 03, 2025 - 12:00pm to 03:37pm CDT
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Thu, May 22, 2025 - 02:00pm to 05:37pm CDT
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Additional Info
Basic Course Information
Prerequisites Fundamental knowledge of ExcelAdvanced Preparation None
Designed For All business professionals who create reports, schedules, and analyses using Excel
Original Recording Date 09/2023
Course Developer K2 Enterprises
Date Added to Catalog 05/24/2023
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org
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 help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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