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Live Webcast Replay

Excel PivotTables – Part I


Total Credits: 4 including 2 Accounting - Technical, 2 Computer Software & Applications - Non-technical

Average Rating:
   219
Categories:
Accounting and Auditing |  ACPEN Industry Institute |  Industry
Speaker:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
4 Hours
License:

Dates


Description

PivotTables are the most powerful feature of Excel, yet few business professionals use them in their day-to-day activities. For some, PivotTables are too intimidating; for others, PivotTables are a foreign concept. With a little information, guidance, and demonstration from your instructor, you will be ready to take advantage of PivotTables to perform routine data analysis and reporting more quickly and more effectively than ever. In this session, you will learn the nuts-and-bolts of PivotTables, setting the stage for greater productivity than perhaps you can even imagine!

Basic Course Information

Learning Objectives *Identify and define the six main elements of a PivotTable report *Create PivotTables that summarize large volumes of data *Apply specific formatting techniques to PivotTables *Create a PivotTable that links data from an external data source, such as an accounting database *Consolidate multiple ranges of data quickly and easily using PivotTables
Major Subjects *Accounting *Computer Software & Applications

Course Materials

Speaker

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

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.


Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of Microsoft Excel
Advanced Preparation None
Designed For Accounting, financial, and other business professionals who want to use the power of Excel PivotTables to analyze and summarize data
Original Recording Date 09/14/2017
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 08/01/2017

Additional Information

Complaint 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


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.

Reviews

5
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Overall:      4.7

Total Reviews: 219

Comments

Rebecca D

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Elizabeth T

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Edward J - Monroe, Louisiana

"Great job"

Kimberly D

"Great course - highly recommend!"

Mark F

"The presenter was very good and knowledgeable about the topic."

Aaron R

" "

Johanna K

"It was helpful when points were re-iterated throughout."

Laura J

"Instructor was very good"

Judy A

"Excellent course. Extremely useful. Thank you."

Charles P

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