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Thursday, November 10, 2022 Live Webcast

Turbocharging Small Business Reporting With Power Query (X4-4201454)

12:00 PM - 1:53 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

Every small business accountant knows and accepts the reporting limitations associated with entry-level tools. Most of these same professionals periodically export data to Excel, text, or other file formats to create custom reports to manage their business. The related data transformations required to utilize exported data can be automated using Microsoft’s Power Query tool in Excel. With Power Query, these professionals can perform simple and complex tasks almost instantly. Participate in this session to learn how to use Power Query – a tool you already own – to create more accurate and timely reports for your small business.

DESIGNED FOR

Business professionals desiring to improve financial and operational reporting using Excel’s Power Query feature

BENEFITS

Identify when you might utilize critical features available in Power Query, including getting data from tables, workbooks, text files, databases, web pages, and other sources List the steps to export data from QuickBooks Desktop and QuickBooks Online, and identify key source reports that you can use to export data from Excel into Power Query Define key terms associated with Power Query, such as DAX, ODBC, Power Pivot, Pivot Tables, and the M programming language Identify an example of when you might want to use the “Open from Folder” tool in Power Query

HIGHLIGHTS

  • Identify when you might utilize critical features available in Power Query, including getting data from tables, workbooks, text files, databases, web pages, and other sources
  • List the steps to export data from QuickBooks Desktop and QuickBooks Online, and identify key source reports that you can use to export data from Excel into Power Query
  • Define key terms associated with Power Query, such as DAX, ODBC, Power Pivot, Pivot Tables, and the M programming language
  • Identify an example of when you might want to use the “Open from Folder” tool in Power Query

COURSE LEVEL

Intermediate

ADDITIONAL NOTES

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.

INSTRUCTOR

Thomas Stephens

Thomas G. Stephens, CPA, CITP, CGMA

K2 Enterprises

Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA Shareholder, K2 Enterprises Woodstock, Georgia tommy@k2e.com Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992. Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally 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-two years, Mr. Stephens has presented over 2,100 educational sessions to over 61,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle – his wife of thirty-one years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

PRICING

$79.00 - Member

$109.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

ACPEN