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Data Magic with Excel

When
July 29
8:00 a.m. - 4:00 p.m.

Where
Pennsylvania Institute of CPAs
Philadelphia - Map it

CPE Credits
8-Other

Details

 Pricing

PICPA Member: $299 | Nonmember: $399

CLE Credit Add-On: $50


 More Information

Course No.
766000
Level
Advanced
Prerequisites
Intermediate to advanced understanding of PivotTables
Note
This course is hands-on training with a group demo and discussion.

Description

Navigate the world of automatically linking data to Excel. Examine opportunities for analyzing, reporting, and preparing visualizations. Examine tools such as Power Query and Power Pivot to navigate large volumes of data. Create compelling visualizations.

Highlights

  • Manage links from external data sources into Excel for the automatic acquisition of data
  • Data models
  • Define, build, and manage data models and build PivotTables
  • Data Analysis Expressions and other tools to add calculations to PivotTables
  • Add features such as key performance indicators, dimensions, and hierarchies
  • Power Pivot PivotTables using PivotCharts and Power View Advanced


Speaker(s)

Steven M. Phelan, CPA.CITP

Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma.  Areas of practice include taxation, general accounting and technology consulting.  He is both a Certified Public Accountant and Certified Information Technology Professional and received his Bachelor of Accountancy degree from the University of Oklahoma.  He also holds several vendor specific software certifications.

Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs.  Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee, and is currently a member of the Taxation Committee.   Recently, Steven was selected as a 2012 Trailblazer, an OSCPA member who is under 40, recognizing innovation, professional dedication and community commitment.  He also received the OSCPA President’s Award for his work with the New CPA Committee.  Steven is also active in the Mustang, Oklahoma community serving as Treasurer for Friends of the Mustang Public Library, Inc.

Mr. Phelan is a frequent speaker at seminars and conferences sponsored by the OSCPA and other local and state organizations.  Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics.  Session topics include computer software titles, such as Excel and QuickBooks as well as covering a variety of general technology topics. 

Steven has written a number of technology related articles for state and national publications.  He is a frequent contributor to CPA Practice Advisor where he reviews tax and accounting related software solutions.


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