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K2's Next Generation Excel Reporting Webinar


Oct. 21
1:00 - 2:40 p.m.

CPE Credits



PICPA Member: $75 | Nonmember: $101

 More Information

Course No.
Fundamental knowledge of hardware, software, and technology trends


List some of the deficiencies associated with traditional Excel-based reportingIdentify the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reportsCreate data queries and transformations using Power QueryIdentify the steps for managing Data Models in Power PivotList the steps necessary for summarizing data from a Data Model using a PivotTable


New and improved features in Excel tools, such as Power Query and Power Pivot, make yesterday's techniques for generating reports obsolete. Best practices for next generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Master best practices for preparing and automating your Excel-based reports.


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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