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Live Webcast Replay

K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools

Total Credits: 8 including 8 Accounting - Technical

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

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


In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.

In this program, you will learn how to implement “do it yourself business intelligence” using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.


Basic Course Information

Learning Objectives

Upon completing this course, you should be able to:

  • 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 useful in BI applications
  • Differentiate between the BI opportunities in Excel and Power BI
  • Create and distribute dashboards using Power BI

Major Subjects
  • Accounting
  • Business Intelligence
  • 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.


Sat, Feb 27, 2021 - 07:30am to 03:09pm CST
Tue, Mar 23, 2021 - 09:00am to 04:39pm CDT
Mon, Mar 29, 2021 - 07:30am to 03:09pm CDT
Tue, Apr 20, 2021 - 09:00am to 04:39pm CDT
Wed, Apr 28, 2021 - 07:30am to 03:09pm CDT
Tue, May 18, 2021 - 09:00am to 04:39pm CDT
Fri, May 28, 2021 - 07:30am to 03:09pm CDT
Tue, Jun 15, 2021 - 09:00am to 04:39pm CDT
Mon, Jun 28, 2021 - 07:30am to 03:09pm CDT
Tue, Jul 13, 2021 - 09:00am to 04:39pm CDT
Wed, Jul 28, 2021 - 07:30am to 03:09pm CDT
Tue, Aug 10, 2021 - 09:00am to 04:39pm CDT
Sat, Aug 28, 2021 - 07:30am to 03:09pm CDT
Tue, Sep 07, 2021 - 09:00am to 04:39pm CDT
Tue, Sep 28, 2021 - 07:30am to 03:09pm CDT
Tue, Oct 05, 2021 - 09:00am to 04:39pm CDT
Thu, Oct 28, 2021 - 07:30am to 03:09pm CDT
Tue, Nov 02, 2021 - 09:00am to 04:39pm CDT
Mon, Nov 22, 2021 - 07:30am to 03:09pm CST
Tue, Nov 30, 2021 - 09:00am to 04:39pm CST
Tue, Dec 28, 2021 - 07:30am to 03:09pm CST
Tue, Dec 28, 2021 - 09:00am to 04:39pm CST

Additional Info

Basic Course Information

Original Recording Date 2020
Date Added to Catalog 8/19/2020
Prerequisites Basic understanding of computer operations and terminology, including Microsoft Office Excel
Advanced Preparation None
Designed For Business professionals seeking to develop and implement BI solutions
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:      4.8

Total Reviews: 9


Jeffrey P

"This was a great course, very informative."

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