K2's Excel Charting And Visualizations
Total Credits: 4 including 4 Computer Software & Applications - Non-technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | 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
Charts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.
This session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.
Basic Course Information
Learning Objectives- Identify the types of visualizations that you should use to communicate specific messages
- List the steps to creating compelling visualizations in Excel and other Microsoft Office applications
- Identify options for creating interactive visualizations
- Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
- Identify options for linking Excel-based data and visualizations into Word and PowerPoint
Major Subjects
- Understanding the best types of visualizations to use in specific situations
- Creating compelling visualizations using Excel
- Adding interactivity to your Excel-based visualizations
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| Excel Charting And Visualizations Handout (1.79 MB) | Available after Purchase | ||
| Demo Files (2.60 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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Tue, Jun 10, 2025 - 07:30am to 11:07am PDT
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Sat, Jun 21, 2025 - 10:45am to 02:22pm PDT
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Fri, Jun 27, 2025 - 11:00am to 02:37pm PDT
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Tue, Jul 01, 2025 - 07:30am to 11:07am PDT
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Fri, Jul 18, 2025 - 11:00am to 02:37pm PDT
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Tue, Jul 22, 2025 - 07:30am to 11:07am PDT
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Fri, Aug 08, 2025 - 11:00am to 02:37pm PDT
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Tue, Aug 12, 2025 - 07:30am to 11:07am PDT
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Sat, Aug 16, 2025 - 10:45am to 02:22pm PDT
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Fri, Aug 29, 2025 - 11:00am to 02:37pm PDT
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Tue, Sep 02, 2025 - 07:30am to 11:07am PDT
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Fri, Sep 19, 2025 - 11:00am to 02:37pm PDT
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Tue, Sep 23, 2025 - 07:30am to 11:07am PDT
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Fri, Oct 10, 2025 - 11:00am to 02:37pm PDT
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Tue, Oct 14, 2025 - 07:30am to 11:07am PDT
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Sat, Oct 18, 2025 - 10:45am to 02:22pm PDT
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Fri, Oct 31, 2025 - 11:00am to 02:37pm PDT
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Tue, Nov 04, 2025 - 07:30am to 11:07am PST
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Fri, Nov 21, 2025 - 11:00am to 02:37pm PST
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Tue, Nov 25, 2025 - 07:30am to 11:07am PST
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Fri, Dec 12, 2025 - 11:00am to 02:37pm PST
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Tue, Dec 16, 2025 - 07:30am to 11:07am PST
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Sat, Dec 20, 2025 - 10:45am to 02:22pm PST
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Fri, Jan 02, 2026 - 11:00am to 02:37pm PST
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Tue, Jan 06, 2026 - 07:30am to 11:07am PST
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Fri, Jan 23, 2026 - 11:00am to 02:37pm PST
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Tue, Jan 27, 2026 - 07:30am to 11:07am PST
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Fri, Feb 13, 2026 - 11:00am to 02:37pm PST
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Tue, Feb 17, 2026 - 07:30am to 11:07am PST
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Sat, Feb 21, 2026 - 10:45am to 02:22pm PST
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Fri, Mar 06, 2026 - 11:00am to 02:37pm PST
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Tue, Mar 10, 2026 - 07:30am to 11:07am PDT
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Fri, Mar 27, 2026 - 11:00am to 02:37pm PDT
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Tue, Mar 31, 2026 - 07:30am to 11:07am PDT
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Fri, Apr 17, 2026 - 11:00am to 02:37pm PDT
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Sat, Apr 18, 2026 - 10:45am to 02:22pm PDT
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Tue, Apr 21, 2026 - 07:30am to 11:07am PDT
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Fri, May 08, 2026 - 11:00am to 02:37pm PDT
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Tue, May 12, 2026 - 07:30am to 11:07am PDT
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Fri, May 29, 2026 - 11:00am to 02:37pm PDT
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Additional Info
Basic Course Information
Original Recording Date 2021Date Added to Catalog 1/28/25
Prerequisites Fundamental understanding of creating charts in Microsoft Office applications
Advanced Preparation None
Designed For CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel
Course Developer K2 Enterprises
Yellow Book No
Additional Information
Instructional Delivery Method Group Internet BasedComplaint Resolution Policy Please 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
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.
Course Registration Requirements Online Registration