June 17, 2025 – June 19, 2025
K2’s Unlock the power of Excel and Power BI: Multi State June 17-19
Lawrence A. “Mac” McClelland
Accounting, Computer Software and Applications
Earn Up to 24 CPE Credits
Overview
Transform the way you handle data, reporting, and decision-making using Excel and Power BI. Tailored specifically for accountants and financial professionals, this course will equip you with tools and techniques to take your analytics and reporting skills to the next level. Elevate your skills with expert curation of today’s advanced BI, Excel, and reporting tools. Save time & increase accuracy with proven methods for data management and analysis. Gain a competitive edge by turning data into actionable insights for better business decisions.
Sign up now and unlock the full potential of Excel and Power BI for your accounting and finance career. Prepare to master your tools and transform your data practices!
Session Details
Tuesday, June 17, 2025
Day #1
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
Session Description
Business Intelligence (BI) is perhaps the hottest topic in most professional circles in today’s business climate. Increasingly, organizations of all sizes are seeking to take advantage of the data 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 – 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.
This program will teach you to implement “do-it-yourself business intelligence” using a variety of techniques and tools. First, you will learn to use advanced Excel data query and summarization features to create Excel-based dashboards. You will then learn how to leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining better insights into your data to make better decisions interests you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.
Wednesday, June 18, 2025
Day #2
K2’s Excel PivotTables for Accountants
Session Description
Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then plan to participate in this course. You will learn how to build PivotTables, group data inside PivotTables – including grouping options for fiscal periods – and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables that connect dynamically to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day!
This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
Thursday, June 19, 2025
Day #3
K2’s Excel Best Practices
Session Description
As spreadsheets evolve, so must your creating, editing, and auditing practices. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.
Today’s best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this “must-see” CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel fully.