K2's Integrating Data for Improved Efficiency and Control WEBCAST

Tuesday, November 23 7:00am - 11:00am PST

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4.0 Credits

Member Price $129.00

Non-Member Price $159.00

Overview

In today’s business climate, data is king! Organizations of all sizes collect and manage more data than ever, and that trend is sure to continue. The number of apps, services, and platforms we use also increases every year in this environment. Thus, there is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data, and in this session, you will learn how to do precisely that. Conquering your data can help improve efficiency and effectiveness and reduce costs and errors within your organization. In this course, you will learn various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process. Participate in this session so that you can truly integrate your data and reap the benefits of improved efficiency and control.

Highlights

Data Sharing. Power Query. Power BI.

Prerequisites

Basic understanding of computer operations and terminology.

Designed For

Business professionals seeking to leverage technology by integrating data across multiple applications to improve efficiency and control.

Objectives

Define and identify where your organization keeps its data and how to access that data. List various tools, services, and programs to manage data and share it with other systems. Identify the cost and benefits of multiple data sharing techniques and approaches. Construct and build data sharing and integration processes using widely available tools such as Power Query, Power BI, and more.

Preparation

None.

Notice

None.

Leader(s):

Leaders

Thomas Stephens Jr

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, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past nineteen years, Mr. Stephens has presented in excess of 1,800 educational sessions to over 55,000 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-nine 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.

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Non-Member Price $159.00

Member Price $129.00