K2's Accessing Your Company's Data With Power Query And Power BI
Total Credits: 2 including 2 Computer Software & Applications - Non-technical
- Average Rating:
- 2
- Categories:
- ACPEN Industry Institute | Technology
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Power Query and Power BI offer great opportunities for accessing your data and making it more useful in reporting scenarios. Learn how to benefit from these tools in this session.
Basic Course Information
Learning Objectives- Outline Power Query's noteworthy features and functions and how you can use them for reporting projects
- Demonstrate how to connect Power Query to web resources, spreadsheets, and databases to extract, transform, and load data into your reports
- List the various methods to transform your data using Power Query before importing it into a report
- Demonstrate connecting Power Query and Power BI to a sample data server
Major Subjects
- Utilizing Power Query to access data from the web, spreadsheets, folders, and databases
- Using Power Query to perform various transformations to clean up data before importing it to Power BI or Excel
- Producing various reporting documents from data delivered from Power Query
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
Accessing Your Company's Data With Power Query And Power BI Handout (3.3 MB) | Available after Purchase |
Demo Files (3.2 MB) | Available after Purchase |
Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products
Shareholder
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-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 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 AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Dates
Thu, Apr 03, 2025 - 01:00pm to 02:47pm CDT
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Sat, Apr 19, 2025 - 03:00pm to 04:47pm CDT
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Mon, May 05, 2025 - 09:00am to 10:47am CDT
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Wed, May 21, 2025 - 11:00am to 12:47pm CDT
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Mon, Jun 02, 2025 - 02:00pm to 03:47pm CDT
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Thu, Jun 19, 2025 - 11:00am to 12:47pm CDT
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Tue, Jul 08, 2025 - 08:30am to 10:17am CDT
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Mon, Jul 14, 2025 - 02:00pm to 03:47pm CDT
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Thu, Jul 24, 2025 - 11:00am to 12:47pm CDT
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Mon, Aug 25, 2025 - 02:00pm to 03:47pm CDT
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Tue, Aug 26, 2025 - 08:30am to 10:17am CDT
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Thu, Aug 28, 2025 - 11:00am to 12:47pm CDT
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Thu, Oct 02, 2025 - 11:00am to 12:47pm CDT
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Mon, Oct 06, 2025 - 02:00pm to 03:47pm CDT
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Tue, Oct 14, 2025 - 08:30am to 10:17am CDT
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Thu, Nov 06, 2025 - 11:00am to 12:47pm CST
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Mon, Nov 17, 2025 - 02:00pm to 03:47pm CST
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Tue, Dec 02, 2025 - 08:30am to 10:17am CST
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Thu, Dec 11, 2025 - 11:00am to 12:47pm CST
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Mon, Dec 29, 2025 - 02:00pm to 03:47pm CST
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Thu, Jan 15, 2026 - 11:00am to 12:47pm CST
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Tue, Jan 20, 2026 - 08:30am to 10:17am CST
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Mon, Feb 09, 2026 - 02:00pm to 03:47pm CST
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Thu, Feb 19, 2026 - 11:00am to 12:47pm CST
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Tue, Mar 10, 2026 - 08:30am to 10:17am CDT
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Mon, Mar 23, 2026 - 02:00pm to 03:47pm CDT
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Thu, Mar 26, 2026 - 11:00am to 12:47pm CDT
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Tue, Apr 28, 2026 - 08:30am to 10:17am CDT
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Thu, Apr 30, 2026 - 11:00am to 12:47pm CDT
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Mon, May 04, 2026 - 02:00pm to 03:47pm CDT
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Additional Info
Basic Course Information
Prerequisites Fundamental knowledge of ExcelAdvanced Preparation None
Designed For
Financial professionals who want to save time, improve accuracy, and promote efficiency with their reporting projects
Original Recording Date
05/01/2024
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/02/2024
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (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: www.nasbaregistry.org
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 help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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