K2's Next Generation Excel Reporting
Total Credits: 8 including 8 Accounting - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Industry Institute | Industry | Accounting and Auditing
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 8 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
New features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel’s “legacy” features, and you have significant new opportunities to improve your Excel-based reporting environments.
In this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to quickly and easily format your spreadsheets to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.
Basic Course Information
Learning Objectives- Name at least three deficiencies associated with traditional Excel-based reporting practices
- Distinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports
- Cite the steps for creating data queries and transformations using Power Query
- Identify the opportunities for managing Data Models in Power Pivot
- List the steps necessary for summarizing data from a Data Model using a PivotTable
- Specify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report
Major Subjects
- Identifying weaknesses in traditional reporting processes
- Using leading-edge features in Excel to improve reporting practices
- How to work with Power Query to solve common reporting challenges
- Adding Slicers and Timelines to your Excel-based reports
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| Next Generation Excel Reporting Handout (4.34 MB) | Available after Purchase | ||
| Demo Files (164.94 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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Thu, Jun 12, 2025 - 06:00am to 01:38pm PDT
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Mon, Jun 23, 2025 - 10:00am to 05:38pm PDT
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Thu, Jul 03, 2025 - 06:00am to 01:38pm PDT
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Sat, Jul 12, 2025 - 07:00am to 02:38pm PDT
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Mon, Jul 14, 2025 - 10:00am to 05:38pm PDT
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Thu, Jul 24, 2025 - 06:00am to 01:38pm PDT
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Mon, Aug 04, 2025 - 10:00am to 05:38pm PDT
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Thu, Aug 14, 2025 - 06:00am to 01:38pm PDT
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Mon, Aug 25, 2025 - 10:00am to 05:38pm PDT
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Thu, Sep 04, 2025 - 06:00am to 01:38pm PDT
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Sat, Sep 13, 2025 - 07:00am to 02:38pm PDT
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Mon, Sep 15, 2025 - 10:00am to 05:38pm PDT
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Thu, Sep 25, 2025 - 06:00am to 01:38pm PDT
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Mon, Oct 06, 2025 - 07:00am to 02:38pm PDT
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Thu, Oct 16, 2025 - 06:00am to 01:38pm PDT
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Mon, Oct 27, 2025 - 07:00am to 02:38pm PDT
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Thu, Nov 06, 2025 - 06:00am to 01:38pm PST
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Sat, Nov 08, 2025 - 07:00am to 02:38pm PST
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Mon, Nov 17, 2025 - 07:00am to 02:38pm PST
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Wed, Nov 26, 2025 - 06:00am to 01:38pm PST
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Mon, Dec 08, 2025 - 10:00am to 05:38pm PST
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Thu, Dec 18, 2025 - 06:00am to 01:38pm PST
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Mon, Dec 29, 2025 - 07:00am to 02:38pm PST
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Thu, Jan 08, 2026 - 06:00am to 01:38pm PST
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Sat, Jan 10, 2026 - 07:00am to 02:38pm PST
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Mon, Jan 19, 2026 - 10:00am to 05:38pm PST
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Thu, Jan 29, 2026 - 06:00am to 01:38pm PST
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Mon, Feb 09, 2026 - 07:00am to 02:38pm PST
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Thu, Feb 19, 2026 - 06:00am to 01:38pm PST
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Mon, Mar 02, 2026 - 10:00am to 05:38pm PST
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Thu, Mar 12, 2026 - 06:00am to 01:38pm PDT
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Sat, Mar 14, 2026 - 07:00am to 02:38pm PDT
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Mon, Mar 23, 2026 - 07:00am to 02:38pm PDT
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Thu, Apr 02, 2026 - 06:00am to 01:38pm PDT
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Mon, Apr 13, 2026 - 07:00am to 02:38pm PDT
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Thu, Apr 23, 2026 - 06:00am to 01:38pm PDT
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Mon, May 04, 2026 - 07:00am to 02:38pm PDT
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Sat, May 09, 2026 - 07:00am to 02:38pm PDT
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Thu, May 14, 2026 - 06:00am to 01:38pm PDT
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Wed, May 27, 2026 - 10:00am to 05:38pm PDT
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Additional Info
Basic Course Information
Original Recording Date 2023Date Added to Catalog 1/28/25
Prerequisites Fundamental knowledge of Excel 2019 or newer
Advanced Preparation None
Designed For Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily
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