Skip to main content

K2's 2024 Business Intelligence, Featuring Microsoft's Power BI Tools

Saturday, May 31
 12:00pm - 8:00pm

(Check-In )

Add to Calendar

Online

8.00 Credits

Member Price $225.00

Non-Member Price $275.00

Overview

Business intelligence efforts continue to grow, and Microsoft’s Power BI platform is central to many of these efforts. Participate in this session to learn more about business intelligence and how to create dashboards using Power BI.

Objectives

  • Create Excel-based BI dashboards
  • List the potential shortcomings of BI solutions based wholly on Excel
  • Identify and implement various Excel add-ins that might be helpful in BI applications
  • Differentiate between the BI opportunities in Excel and Power BI
  • Create and distribute dashboards using Power BI

Highlights

  • The importance of Business Intelligence in today’s business climate
  • Differentiating between Power BI licensing options
  • A hands-on approach to creating effective Power BI reports and dashboards

Designed For

Business professionals seeking to develop and implement BI solutions

Prerequisites

Basic understanding of computer operations and terminology, including Microsoft Office Excel 2019 and newer

Preparation

None

Notice

Your webinar can be accessed via https://ctcpas.acpen.com/Account/loginhttps://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.

Leader(s):

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.

Return to Top

Non-Member Price $275.00

Member Price $225.00