Seminar
Happening now
MT Professional Development
Join us Nov 3–5, 2026 in Anaconda, MT for 3 days of live CPE — 3 sessions taught by Tommy Stephens, worth up to 24 CPE credits.
Presented in partnership with Montana Society of CPAs.
On the agenda
3 sessions across 3 days, taught by Tommy Stephens — see the full agenda ↓
Agenda
Select a day, then a class, for full details.
Day 1 Tuesday, November 3, 2026 1 session
K2's Business Intelligence With Excel And Power BI
8:00 AM – 3:30 PM · Tommy Stephens · 16 credits
The need to improve financial and operational reporting seems to be never-ending. Yet, many business professionals struggle with the task or defer it because they don't know the best practices for improving their reporting processes. Participate in this session to learn the best practices for generating business intelligence reports using features found in Excel and Power BI. At the end of this 16-hour session, you will have the skills you need to create more effective financial and operational reports.
Day 2 Wednesday, November 4, 2026 1 session
K2's Advanced Excel
8:00 AM – 5:00 PM · Tommy Stephens · 8 credits
Elevate your Excel expertise with K2’s Advanced Excel program! This laptop-friendly course is designed for experienced Excel users who are ready to take their skills to the next level. In this session, you will master critical advanced Excel skills in six key areas: 1. Collaborating seamlessly with other users and securing your workbooks 2. Utilizing tables to analyze and report data efficiently 3. Integrating and manipulating data from external sources with ease 4. Creating and auditing complex formulas 5. Harnessing advanced data analysis tools for deeper insights 6. Employing visualization techniques to communicate information effectively Drawing from over thirty years of experience in delivering Excel training to accountants and business professionals, this program is packed with relevant, real-world examples that reinforce the topics presented. Don’t miss this...
- Formulate the best techniques to secure Excel data and collaborate with others efficiently
- Evaluate the usefulness of tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model
- Assess Power Query’s capability to link and transform data from external data sources into Excel
- Formulate calculations that reference functions such as XLOOKUP, GROUPBY, PIVOTBY and others
- Evaluate worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables
Day 3 Thursday, November 5, 2026 1 session
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
8:00 AM – 3:30 PM · Tommy Stephens · 8 credits
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data. For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may...
- Cite internal control fundamentals, including definitions and concepts, types of internal control activities, and the need for internal controls
- Identify common small business control deficiencies and issues, including concentration of ownership and inadequate segregation of duties, and list five key risk areas for small businesses
- Recognize the common types of fraud schemes occurring in small businesses and implement internal control measures to reduce the threat of becoming a victim
- List the objectives and common deficiencies of small business accounting systems
- Define the purpose of general controls and list examples of typical control techniques in small businesses
Your instructor
Tommy Stephens
Partner · K2 Enterprises · ★ 4.6 instructor rating
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. In 1995, Tommy began...
Full profile →Co-sponsored with your state society
We're proud to co-sponsor this event with the societies below. Society members: register through your state society to receive special member pricing — check your society's CPE catalog or member portal for this event, or register directly with us here.
Not sure whether your society participates? Ask us — we'll point you to the right registration path.
What attendees say about these sessions
Every event runs once, so these are verified reviews from past attendees of the individual sessions on this agenda — the same instruction, the same courses.
“The presentation included very practical recommendations for improving security that were much appreciated.”
“Great instructor, just an 8 hour course is a beast.”
“The presenter was very well versed in Excel which was very helpful.”
“There could have been two separate courses between the Fraud issues as well as the internal control. Course was good, instructor had a great mix of relevant and new information. I picked up a lot of good pieces of information. Great day!”
“I really enjoyed the discussion and presentation”
“Look forward to implementing table joins and using the xlookup function.”
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