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Power BI is available as a free desktop solution and this tool can revolutionize your reporting processes. As a free solution, it is packed full of features found in pay for solutions costing thousands of dollars per year. This session will take you on a guided tour of importing data, organizing data, choosing visuals and building a simple report that will amaze you. You will also learn how you can leverage the desktop solution by publishing your reports to the paid Power BI Pro service. This is not rocket science - it is Power BI!
• Identify key differences between the cloud version and desktop version of Power BI
• Apply the knowledge gained to integrate Excel data into Power BI
• Use built-in query tools in Power BI to search for data
• Create compelling and interactive visualizations to build financial and operational dashboards
• Power BI
• Excel data into Power BI
• Power BI to search for data
• Build financial and operational dashboards
Fundamental knowledge of computer operations
Business professionals who are seeking to improve financial reporting processes
Thomas G. Stephens, Jr. received a bachelor of business administration (accounting) from Auburn University in 1985. Upon graduation, Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a CPA, 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, Stephens also attended graduate school, earning a master’s degree in finance from Georgia State University in 1992.
Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, 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 (CPE) courses to accounting and finance professionals. In 2003, 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 19 years, Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide.
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, he enjoys an active personal life as well. His hobbies include snow skiing, fishing, and running. Additionally, he maintains professional memberships with the AICPA and the Georgia Society of Certified Public Accountants, and is a past member of the Institute of Internal Auditors.