K2's Improving Productivity with Office 365 Cloud Applications (VIRTUAL SEMINAR)More Courses
IPC4-WEB | Virtual Live | Scheduled
Please note: This seminar will only be available via live webcast.
Note: This session is laptop friendly and you may follow along on your own device
Fundamental knowledge of computer applications and the Office 365/Microsoft 365 subscription models
CPAs and other business professionals
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.
- 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
Thomas G. Stephens
Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985 and a Master of Science degree (Major in Finance) from Georgia State University in 1992. Mr. Stephens has seventeen years of full-time and part-time public accounting experience. Additionally, he has five years of experience as an internal auditor, two years of experience as a cost accounting manager, and two years of experience as a corporate controller. Presently, Mr. Stephens resides in Woodstock, Georgia where he provides consulting services to small businesses. In addition, Mr. Stephens develops and presents educational material to members of the accounting profession. 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 eight years, Mr. Stephens has presented in excess of 300 educational programs to over 9,000 participants nationwide. 1/04