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K2's Excel Data Models, Combinations, and Consolidations Webinar


June 30
11:00 a.m. - 12:40 p.m.

CPE Credits



PICPA Member: $75 | Nonmember: $101

 More Information

Course No.
Fundamental knowledge of computer operations and Microsoft Office Excel.


Differentiate between various formula-based approaches to consolidating dataImplement dummy end-point worksheets or columns to simplify the data consolidation process and reduce errorsDifferentiate between using Data Consolidation by position and by categoryUse consolidation PivotTables to combine data from multiple worksheets and/or multiple workbooksCreate a Data Model by linking multiple tables of data and then build powerful PivotTable analyses from the Data Model


Combining and linking data from multiple tables, sheets, and workbooks is a daily need for most accountants, yet many do not fully appreciate the breadth of Excel options available for accomplishing this task. Learn the full range of Excel data consolidation functionality, including simple sum-through formulas, auto-merging workbooks, consolidation PivotTables, and linking tables to create powerful Data Models. Simplify and streamline your data consolidation processes, improve your personal productivity, and reduce errors with the information contained in this feature-packed session.


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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