K2's 2023 Integrating Data for Improved Efficiency and Control
Total Credits: 4 including 4 Information Technology - Technical
- Average Rating:
- 17
- Categories:
- ACPEN Industry Institute | Industry
- Speaker:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
Description
In today’s business climate, data is king! Organizations of all sizes collect and manage more data than ever, and that trend will continue. The number of apps, services, and platforms we use increases yearly in this environment. Thus, we must standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data, and in this session, you will learn how to do precisely that.
Conquering your data can help improve efficiency and effectiveness and reduce costs and errors within your organization. This course will teach you various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process. Participate in this session to truly integrate your data and reap the benefits of improved efficiency and control.
Basic Course Information
Learning Objectives- Define and identify where your organization keeps its data and how to access that data
- List various tools, services, and programs to manage data and share it with other systems
- Identify the cost and benefits of multiple data sharing techniques and approaches
- Construct and build data sharing and integration processes using widely available tools such as Power Query, Power BI, and more
Major Subjects
- How to take advantage of the data available to you
- Managing data, including avoiding duplication
- Sharing data across multiple applications
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase |
Integrating Data for Improved Efficiency and Control Handout (3.6 MB) | Available after Purchase |
Demo Files (99.3 MB) | Available after Purchase |
Speaker

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-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 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 AICPA 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
Original Recording Date 2023Date Added to Catalog 8/25/2023
Prerequisites
Basic understanding of computer operations and terminology
Advanced Preparation None
Designed For
Business professionals seeking to leverage technology by integrating data across multiple applications to improve efficiency and control
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
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