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Need last-minute WBOA-required ethics credits? Check out this self-study program: Washington Ethics and New Developments with Mark Hugh 2024 - ON DEMAND

Excel Charting and Visualization FLEXCAST

Available Until

Your Desk

4.0 Credits

Member Price $196.00

Non-Member Price $225.00

Overview

Creating impactful charts and visualizations in Excel can be a daunting task for many professionals, often leading to ineffective communication through data. This course confronts this issue by demonstrating that merely having data is not sufficient; it needs to be presented in a manner that captivates and informs effectively. The solution lies in this comprehensive session, which goes beyond basic chart-making. Participants will learn to construct advanced, interactive, and dynamic visualizations in Excel, ensuring their data is not just seen but understood. This course is the key to transforming data presentation from mundane to compelling, enhancing overall communication skills in a professional setting.

Highlights

Fundamentals of effective visualizations. Creating visualizations in excel. Beyond the basics for more effective visualizations and communication.

Prerequisites

None.

Designed For

CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel.

Objectives

Identify the types of visualizations that you should use to communicate specific messages. List the steps to creating compelling visualizations in Excel and other Microsoft Office applications. Identify options for creating interactive visualizations. Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel. Identify options for linking Excel-based data and visualizations into Word and PowerPoint.

Preparation

None.

Notice

This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.

Leader(s):

Leader Bios

Thomas Stephens Jr, Partner, K2 Enterprises, LLC

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 $225.00

Member Price $196.00