K2's Advanced Excel Data Magic - Managing, Analyzing, and Reporting – NEW!– Webcast

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Sep 15, 2020

Registration: 7:30 AM / Program: 8:00 AM - 4:00 PM Pacific Time


Member Fee: $320.00
Nonmember Fee: $420.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -160.00


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.

NOTE: Group-live demonstration and discussion. This course is “laptop-friendly” and participants will have access to demonstration files. This course focuses on features found in Excel 2016 and newer for Windows.

Designed For

CPAs and other financial and business professionals who are seeking quicker and more accurate ways to prepare financial reports and summaries using Excel 2016 and newer.


Upon completing this course, you should be able to:
  • Define the term “data model” and identify the steps for creating data models in Excel
  • Identify the steps necessary to link data from external data sources into Excel using Power Query
  • Create transformations in Power Query to facilitate simpler and more timely reporting
  • List the key benefits associated with using Power Pivot to manage your data models
  • Create PivotTables and PivotCharts to summarize your financial data into useful reports and statements

Major Subjects

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.


Lawrence McClelland

Lawrence A. (Mac) McClelland, MBA, JD an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.

Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.

Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.

Rev. 2/19