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Live Webcast Replay

K2's 2024 Business Intelligence, Featuring Microsoft's Power BI Tools


Total Credits: 8 including 8 Accounting - Technical

Average Rating:
   10
Categories:
ACPEN Industry Institute |  Accounting and Auditing
Speaker:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Advanced
Duration:
8 Hours

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


Description

Business intelligence efforts continue to grow, and Microsoft’s Power BI platform is central to many of these efforts. Participate in this session to learn more about business intelligence and how to create dashboards using Power BI.

Basic Course Information

Learning Objectives
  • Create Excel-based BI dashboards
  • List the potential shortcomings of BI solutions based wholly on Excel
  • Identify and implement various Excel add-ins that might be helpful in BI applications
  • Differentiate between the BI opportunities in Excel and Power BI
  • Create and distribute dashboards using Power BI

Major Subjects
  • The importance of Business Intelligence in today’s business climate
  • Differentiating between Power BI licensing options
  • A hands-on approach to creating effective Power BI reports and dashboards

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.


Dates

Mon, Nov 18, 2024 - 09:00am to 04:35pm CST
Wed, Dec 11, 2024 - 11:00am to 06:35pm CST
Sat, Dec 14, 2024 - 09:00am to 04:35pm CST
Tue, Dec 31, 2024 - 11:00am to 06:35pm CST
Mon, Jan 13, 2025 - 09:00am to 04:35pm CST
Fri, Jan 31, 2025 - 11:00am to 06:35pm CST
Thu, Feb 13, 2025 - 09:00am to 04:35pm CST
Wed, Feb 26, 2025 - 11:00am to 06:35pm CST
Mon, Mar 03, 2025 - 09:00am to 04:35pm CST
Sat, Mar 15, 2025 - 11:00am to 06:35pm CDT
Mon, Apr 14, 2025 - 09:00am to 04:35pm CDT
Wed, Apr 30, 2025 - 11:00am to 06:35pm CDT
Thu, May 08, 2025 - 09:00am to 04:35pm CDT
Sat, May 31, 2025 - 11:00am to 06:35pm CDT

Additional Info

Basic Course Information

Prerequisites Basic understanding of computer operations and terminology, including Microsoft Office Excel 2019 and newer
Advanced Preparation None
Designed For

Business professionals seeking to develop and implement BI solutions

 


Original Recording Date

05/01/2024

 


Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/02/2024

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
4
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1

Overall:      4.9

Total Reviews: 10

Comments

Amy G

"Great speaker, was hoping for more about actually presenting the material to clients, but still good nonetheless."