K2’s Improving Productivity with Office 365 Cloud Applications

Thursday, July 28 12:00pm - 3:30pm

(Check-In 12:00pm)

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Webinar

Webinar, UT 00000

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4.00 Credits

Member Price $170.00

Non-Member Price $195.00

Overview

With tools such as Data Models, Power Query, and Power Pivot, today’s versions of Excel offer unparalleled opportunities to move beyond traditional reporting techniques. If you are interested in how to advance your reporting processes and minimize your dependence on formulas, then this is the one class you cannot afford to miss.

In this session, you will learn about the importance of creating Data Models to facilitate your financial reporting processes and how you can use Power Pivot to assist in summarizing your data quickly and easily into compelling and interactive statements. You will also learn how to use Excel’s Power Query feature to both link and transform data from external data sources – such as your accounting or ERP system – into Excel so that you use this data in your reports.

Prerequisites

Fundamental knowledge of computer applications and the Office 365/Microsoft 365 subscription models

Designed For

CPAs and other business professionals who are seeking leverage their Office 365/Microsoft 365 subscriptions by taking advantage of some of the Cloud-based features available in these environments

Objectives

• Identify relevant, Cloud-based components of the Office 365/Microsoft 365 subscription model
• Differentiate between OneDrive, OneDrive for Business, and SharePoint Online
• Cite examples of how Teams can improve productivity and enhance collaboration and communication
• List examples of other Cloud-based services available through an Office 365/Microsoft 365 subscription
• Specify situations in which tools such as Planner, Power Automate, Bookings, Stream, and Sway might enhance individual and organizational productivity, efficiency, and profitability

Preparation

None

Notice


Leader(s):

Leader Bios

Thomas Stephens

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 provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, 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, practice management and marketing, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past thirteen years, Mr. Stephens has presented in excess of 950 educational programs to over 25,000 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 twenty-three years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens is a volunteer with the local school system and is an active member of his church. He also 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.

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Non-Member Price $195.00

Member Price $170.00