Skip to main content
Live Webcast Replay

K2's 2023 Excel Charting And Visualizations

Total Credits: 4 including 4 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
4 hours

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


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


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.


Thu, Jun 27, 2024 - 11:00am to 02:37pm CDT
Fri, Jul 12, 2024 - 02:00pm to 05:37pm CDT
Thu, Jul 25, 2024 - 04:00pm to 07:37pm CDT
Mon, Aug 12, 2024 - 08:00am to 11:37am CDT
Thu, Aug 29, 2024 - 06:00pm to 09:37pm CDT
Tue, Sep 10, 2024 - 12:00pm to 03:37pm CDT
Mon, Sep 30, 2024 - 02:00pm to 05:37pm CDT
Wed, Oct 02, 2024 - 04:00pm to 07:37pm CDT
Tue, Oct 29, 2024 - 08:00am to 11:37am CDT
Tue, Nov 05, 2024 - 05:00pm to 08:37pm CST
Wed, Nov 20, 2024 - 12:00pm to 03:37pm CST
Mon, Dec 09, 2024 - 02:00pm to 05:37pm CST
Fri, Dec 20, 2024 - 04:00pm to 07:37pm CST
Mon, Dec 30, 2024 - 08:00am to 11:37am CST
Sat, Jan 04, 2025 - 10:00am to 01:37pm CST
Thu, Jan 23, 2025 - 12:00pm to 03:37pm CST
Wed, Feb 12, 2025 - 02:00pm to 05:37pm CST
Fri, Feb 21, 2025 - 04:00pm to 07:37pm CST
Sat, Mar 08, 2025 - 08:00am to 11:37am CST
Fri, Mar 28, 2025 - 10:00am to 01:37pm CDT
Thu, Apr 10, 2025 - 06:00pm to 09:37pm CDT
Fri, Apr 25, 2025 - 02:00pm to 05:37pm CDT
Tue, May 06, 2025 - 04:00pm to 07:37pm CDT
Sat, May 17, 2025 - 08:00am to 11:37am CDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/24/2021
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 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:      4.8

Total Reviews: 9