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K2’s Advanced Excel Reporting – Best Practices, Tools, & Techniques

Total Credits: 4 including 4 Accounting - Technical

Average Rating:
ACPEN Industry Institute |  Industry |  Accounting and Auditing
Tommy Stephens
Course Levels:
4 hours
Access for 90 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


If you need to build advanced Excel reports, including reports where the source data resides in your accounting software or another database, then this program should be at the top of your CPE list! In this seminar, you will learn how to use Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources, such as your accounting software database, to extract data for reporting and analysis. You will also learn how to incorporate PivotTables into your reporting routines, including how to add calculations to your PivotTables, how to group PivotTable data into fiscal reporting periods, and how to filter your PivotTables using Slicers.


You will also learn best practices for presenting compelling and captivating Excel-based reports and  charts, and how to use two Excel add-ins – BizNet’s Excel Business Information Suite and Microsoft’s Power Pivot – to streamline and automate many of the manual processes associated with building Excel-based reports. In sum, if you generate financial or operational reports in Excel, you cannot afford to miss this program!


Many accounting and financial professionals spend far too much time in Excel accessing and converting financial data into useful reports. If there is the chance you may not be taking full advantage of all that Excel has to offer as a reporting tool, then you should make plans to participate in this program.


Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • Link and import data from external databases – including multi-table databases – into Excel
  • Use Tables and PivotTables to create accurate financial reports and analyses
  • List and apply Excel shortcuts for formatting financial reports
  • Implement Excel templates to improve reporting productivity
  • Identify opportunities to work with third-party tools to streamline reporting in Excel

Major Subjects
  • Accounting
  • Technology for CPAs
  • Excel

Course Materials


Tommy Stephens Related seminars and products: 46

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.


Fri, Mar 12, 2021 - 09:00am to 12:39pm CST
Tue, Mar 23, 2021 - 01:30pm to 05:09pm CDT
Mon, Apr 12, 2021 - 09:00am to 12:39pm CDT
Fri, Apr 23, 2021 - 01:30pm to 05:09pm CDT
Wed, May 12, 2021 - 09:00am to 12:39pm CDT
Wed, May 26, 2021 - 01:30pm to 05:09pm CDT
Sat, Jun 12, 2021 - 09:00am to 12:39pm CDT
Wed, Jun 23, 2021 - 01:30pm to 05:09pm CDT
Mon, Jul 12, 2021 - 09:00am to 12:39pm CDT
Fri, Jul 23, 2021 - 01:30pm to 05:09pm CDT
Thu, Aug 12, 2021 - 09:00am to 12:39pm CDT
Mon, Aug 23, 2021 - 01:30pm to 05:09pm CDT
Fri, Sep 10, 2021 - 09:00am to 12:39pm CDT
Thu, Sep 23, 2021 - 01:30pm to 05:09pm CDT
Tue, Oct 12, 2021 - 09:00am to 12:39pm CDT
Sat, Oct 23, 2021 - 01:30pm to 05:09pm CDT
Fri, Nov 12, 2021 - 09:00am to 12:39pm CST
Tue, Nov 23, 2021 - 01:30pm to 05:09pm CST
Tue, Dec 14, 2021 - 09:00am to 12:39pm CST
Thu, Dec 23, 2021 - 01:30pm to 05:09pm CST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Strong working knowledge of Excel 2007 or newer
Advanced Preparation None
Designed For Accounting and financial professionals who use Excel for reporting and want to reduce the risk of errors, simplify reporting processes, and improve the quality of reports
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.3

Total Reviews: 6

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