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CPE Sponsors

K2 Enterprises 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. or by visiting the web site: www.nasba.org

SEMINARS : COURSE DETAILS

Excel - Based Dashboards

Getting Better Information, Now!

Dashboard reporting is rapidly becoming the norm for organizations seeking to improve financial and operational reporting processes. Dashboards allow recipients easy access to mission-critical data, usually in an on-demand environment, thereby allowing users to get the information they need, when they need it.  With greatly-enhanced charting and graphing capabilities, along with the ability to handle much larger volumes of data, Excel 2007 is an ideal tool for creating hi-impact dashboards in businesses of all sizes.  In this course, learn how to build Excel-based dashboards that extract information from your accounting application along with other databases and present this data as actionable information in a dashboard setting.  Key topics covered in this course include: extracting and summarizing data stored in various databases, charting and graphing data, including specialized charts and graphs such as tachometer gauges and thermometer charts, identifying and highlighting trends in data, distributing dashboard reports throughout the organization, and using Excel add-ins such as Xcelsius and BizExcelerator to enhance the dashboard reporting process.

Don’t miss this chance to learn how to create and implement Excel-based dashboard reports as a means of improving the financial and operational reporting processes in your organization.


Course Information:

CPE Credit: Recommended 4 Hours Specialized Knowledge and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection - NOT a hands-on course

Prerequisites: None

Program level: Advanced

Advanced preparation: None

Designed for: Accountants who want to learn how to use Excel to create dashboards

Who should attend: Accountants in all facets of the profession seeking to improve financial reporting processes


Course Highlights:

  • Dashboard fundamentals
  • Advanced Excel charting and graphing techniques
  • Learning how to use third-party products such as Xcelsius to create dashboards
  • Extracting dashboard data through ODBC queries
  • Distributing dashboard reports throughout an organization

Dates & Locations:

Event Date: Location: Sponsor Name:
9/16/2008 Albuquerque, NM New Mexico CPA Foundation
9/23/2008 Bloomington, MN Minnesota Society of CPAs
10/21/2008 Brookfield, WI Wisconsin Institute of CPAs
10/29/2008 Columbia, SC South Carolina Association of CPAs
11/7/2008 Atlanta, GA Georgia Society of CPAs
11/11/2008 Phoenix, AZ Arizona Society of CPAs
12/9/2008 Indianapolis, IN Indiana CPA Society