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K2’s Excel PivotTables for Accountants - New

Total Credits: 8 including 4 Accounting - Technical, 4 Computer Software & Applications - Non-technical

Average Rating:
ACPEN INDUSTRY |  Industry |  Accounting and Auditing |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
8 hours
Access for 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then you should make time to participate in this course. In this program, you will learn how to build PivotTables, how to group data inside PivotTables–including grouping options for fiscal periods–and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems. Additionally, you will learn how to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. At the end of the day, you willbe a master of Excel PivotTables!If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With abit of information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you are spending presently to complete such tasks.



Basic Course Information

Learning Objectives
  • Identify the six main elements of a PivotTable report and their use when creating PivotTables
  • Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  • Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
  • Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
  • Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
  • Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GET PIVOTDATA function, and Pivot Charts
  • Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Major Subjects
  • Accounting
  • Excel
  • Pivot Tables
  • Computer Software

Course Materials


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related seminars and products


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.


Fri, Oct 01, 2021 - 08:30am to 04:13pm CDT
Wed, Oct 06, 2021 - 07:30am to 03:13pm CDT
Mon, Nov 01, 2021 - 08:30am to 04:13pm CDT
Sat, Nov 06, 2021 - 08:30am to 04:13pm CDT
Wed, Dec 01, 2021 - 08:30am to 04:13pm CST
Thu, Dec 16, 2021 - 09:30am to 05:13pm CST
Mon, Jan 03, 2022 - 09:00am to 04:43pm CST
Thu, Jan 20, 2022 - 09:00am to 04:43pm CST
Mon, Feb 07, 2022 - 09:00am to 04:43pm CST
Thu, Feb 17, 2022 - 09:00am to 04:43pm CST
Mon, Mar 07, 2022 - 09:00am to 04:43pm CST
Thu, Mar 17, 2022 - 09:00am to 04:43pm CDT
Mon, Apr 04, 2022 - 09:00am to 04:43pm CDT
Thu, Apr 21, 2022 - 09:00am to 04:43pm CDT
Mon, May 02, 2022 - 09:00am to 04:43pm CDT
Thu, May 19, 2022 - 09:00am to 04:43pm CDT
Mon, Jun 06, 2022 - 09:00am to 04:43pm CDT
Thu, Jun 16, 2022 - 09:00am to 04:43pm CDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 06/22/2021
Prerequisites Fundamental understanding of Microsoft Office Excel 2013 or newer
Advanced Preparation None
Designed For Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (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:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      5

Total Reviews: 4


Richard D

"Kudos to Mr. Stephens...fantastic course and presentation skills!!"

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