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K2's Business Intelligence: Featuring Microsoft's Power BI Tools Webinar


Dec. 13
9:00 a.m. - 4:30 p.m.

CPE Credits



PICPA Member: $245 | Nonmember: $345

 More Information

Course No.
Basic understanding of computer operations and terminology, including Microsoft Office Excel.

This webinar is hosted by PICPA's partner, CALCPA. After registering, you will receive an email from CALCPA with the log-in information.


Business Intelligence (BI) is one of the hottest topics in most professional circles. Gain greater insights to make better decisions during this fast-paced course. Increasingly, organizations are seeking to take advantage of available data to identify unknown insights and gain competitive advantages. A growing array of tools, like Excel add-ins to dedicated solutions such as Power BI, allow users to leverage existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently. In this program, learn how to implement "DIY business intelligence" using a variety of techniques and tools. Discover how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft's Power BI tools.


  • 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 useful in BI applications.
  • Differentiate between the BI opportunities in Excel and Power BI.
  • Create and distribute dashboards using Power BI.


Thomas G. Stephens, Jr., CPA.CITP

    • Bachelor of Science in Business Administration, Major in Accounting,Auburn University
    • Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
    • Twenty-five Years of Public Accounting Experience, Five Years of Corporate Internal Auditing Experience, Four Years of Corporate and Cost Accounting Experience
    • Nineteen Years of Experience as a Continuing Professional Education Discussion Leader
    • Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; Past Member of the Institute of Internal Auditors
    • To Date, Has Presented Over 1,800 Continuing Education Sessions to Over 55,000 Participants

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