K2's 2024 Excel PivotTables for Accountants - Connecticut Society of CPAs

Overview

Isn’t it time you learned about PivotTables – Excel’s best feature? If so, participate in this session to learn PivotTables from A to Z to take full advantage of this terrific tool's many benefits.

Objectives

Identify the six main elements of a PivotTable report and their use when creating PivotTables
Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTable
Create Consolidation PivotTables to consolidate data from multiple data sources in Excel
Construct PivotTables in enterprise-class organizations using Power Pivot and Slicers
Analyze data in PivotTables using tools and techniques, such as sorting, filtering, Excel’s GETPIVOTDATA function, and PivotCharts
Apply specific PivotTable methods to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

Highlights

PivotTable fundamentals, including Recommended PivotTables and the six elements of PivotTables
Formatting PivotTables
Advanced PivotTable techniques and options, including consolidation PivotTables, user-defined calculations, and working with Power Pivot
Analytical techniques available in PivotTables

Designed For

Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Prerequisites

Fundamental understanding of Microsoft Office Excel 2019 or newer

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/login https://ctcpas.acpen.com/. If you do not have an ACPEN account, please sign up for an account using the email address you have on file with CTCPA.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Thomas Stephens Jr., Shareholder, K2 Enterprises, LLC

Leader Bios

Thomas Stephens Jr., Shareholder, K2 Enterprises, LLC

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past twenty-seven years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.

Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

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