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Thursday, March 26, 2026 Live Webcast

Accessing Your Company's Data With Power Query And Power BI (X4-6757047)

12:00 PM - 1:47 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

Power Query and Power BI offer great opportunities for accessing your data and making it more useful in reporting scenarios. Learn how to benefit from these tools in this session.

DESIGNED FOR

Financial professionals who want to save time, improve accuracy, and promote efficiency with their reporting projects

BENEFITS

  • Outline Power Query's noteworthy features and functions and how you can use them for reporting projects
  • Demonstrate how to connect Power Query to web resources, spreadsheets, and databases to extract, transform, and load data into your reports
  • List the various methods to transform your data using Power Query before importing it into a report
  • Demonstrate connecting Power Query and Power BI to a sample data server

HIGHLIGHTS

  • Utilizing Power Query to access data from the web, spreadsheets, folders, and databases
  • Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel
  • Producing various reporting documents from data delivered from Power Query

COURSE LEVEL

Intermediate

PREREQUISITES

Fundamental knowledge of Excel

ADVANCE PREPARATION

None

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

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Note: Online pre-registration will close on March 26 at 11:30 AM.

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COURSE DEVELOPER

ACPEN