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Live Webcast Replay

K2's 2023 Accessing And Managing Data In Excel

Total Credits: 4 including 4 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
4 Hours
Product Setting: Expires 30 day(s) after program date.

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


For many business professionals, accessing and managing data in Excel is one of the biggest stumbling blocks when creating reports and analyses. Common practices include far too many manual processes and formulas, including never-ending manual processes needed to update your data and related reports.

Make plans now to join us in this session to learn best practices for accessing and managing data using Excel. In this session, you will learn how you can use Power Query and other Excel tools to quickly access and manipulate your data and generate reports in record time! This is a “must-see” session for any business professional working with Excel!    

Basic Course Information

Learning Objectives
  • Identify options for querying data to Excel
  • Define “transformations” in the context of Power Query
  • List the general steps for creating a transformation
  • Identify options for managing fiscal year data using Excel
  • Specify the process for editing a query or its’ transformations

Major Subjects
  • Using Power Query to link data into Excel
  • Manipulating Excel data with data transformations
  • Creating data models using Power Query
  • Examples of common and useful transformations

Course Materials


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products


K2 Enterprises

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. To date, he has lectured internationally 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-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. 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.


Fri, Jun 21, 2024 - 11:00am to 02:37pm EDT
Fri, Jun 28, 2024 - 01:00pm to 04:37pm EDT
Tue, Jul 09, 2024 - 06:00pm to 09:37pm EDT
Fri, Jul 19, 2024 - 09:00am to 12:37pm EDT
Fri, Aug 02, 2024 - 01:00pm to 04:37pm EDT
Mon, Aug 12, 2024 - 03:00pm to 06:37pm EDT
Wed, Aug 21, 2024 - 09:00am to 12:37pm EDT
Fri, Sep 06, 2024 - 11:00am to 02:37pm EDT
Sat, Sep 21, 2024 - 01:00pm to 04:37pm EDT
Thu, Sep 26, 2024 - 03:00pm to 06:37pm EDT
Tue, Oct 08, 2024 - 06:00pm to 09:37pm EDT
Thu, Oct 17, 2024 - 11:00am to 02:37pm EDT
Wed, Oct 30, 2024 - 01:00pm to 04:37pm EDT
Mon, Nov 04, 2024 - 03:00pm to 06:37pm EST
Sat, Nov 16, 2024 - 09:00am to 12:37pm EST
Mon, Dec 02, 2024 - 01:00pm to 04:37pm EST
Thu, Dec 12, 2024 - 06:00pm to 09:37pm EST
Sat, Dec 21, 2024 - 09:00am to 12:37pm EST
Mon, Dec 30, 2024 - 11:00am to 02:37pm EST
Thu, Jan 09, 2025 - 05:00pm to 08:37pm EST
Wed, Jan 29, 2025 - 09:00am to 12:37pm EST
Fri, Feb 07, 2025 - 11:00am to 02:37pm EST
Thu, Feb 20, 2025 - 01:00pm to 04:37pm EST
Tue, Mar 11, 2025 - 03:00pm to 06:37pm EDT
Sat, Mar 29, 2025 - 05:00pm to 08:37pm EDT
Tue, Apr 08, 2025 - 09:00am to 12:37pm EDT
Thu, Apr 17, 2025 - 11:00am to 02:37pm EDT
Sat, May 03, 2025 - 01:00pm to 04:37pm EDT
Thu, May 22, 2025 - 03:00pm to 06:37pm EDT

Additional Info

Basic Course Information

Prerequisites Fundamental knowledge of Excel
Advanced Preparation None
Designed For All business professionals who create reports, schedules, and analyses using Excel
Original Recording Date 09/2023
Course Developer K2 Enterprises
Date Added to Catalog 05/24/2023
Yellow Book No

Additional Information

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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

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. 



Overall:      4.8

Total Reviews: 9


Deal S

"Thank you!"

Offutt C

"Very easy to follow the iinstructor"