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AI, Technology & Innovation

Excel Charting And Visualizations (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar

Overview

Effective data visualization helps accounting and finance professionals communicate insights clearly, support better decision-making, and enhance the impact of their reports and presentations. This webinar explores practical techniques for creating compelling charts and visualizations in Excel, helping participants transform data into meaningful business insights. Participants will learn how to design clear, engaging, and interactive visualizations that improve communication and help audiences better understand and act on financial and operational information.

Course Description

Strong visualizations do more than display data—they help audiences identify trends, understand key messages, and make informed decisions. This practical session goes beyond the fundamentals of chart creation to explore advanced Excel visualization techniques that improve clarity, engagement, and communication effectiveness.

Participants will learn how to create dynamic, interactive, and visually effective charts that enhance the presentation of financial and business information. The session focuses on practical approaches that help professionals communicate complex data more clearly while improving the overall impact of reports, analyses, and presentations.

Applicable for

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

Learning 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.

Content

  • Understanding the best types of visualizations to use in specific situations
  • Creating compelling visualizations using Excel
  • Adding interactivity to your Excel-based visualizations.

Course Dates & Registration

Nov 17, 2026
9:00AM - 12:30PM
Online Virtual
Shehzad Hamza
Shehzad Hamza Shehzad Hamza is a Staff Data Scientist with over a decade of hands-on experience in enterprise analytics — including roles at Intuit and Brady Corporation — plus a stint as the founder of Bandit Brewery, which taught him more about data-driven decision-making under pressure than any textbook could. He specializes in Excel and SQL and advanced data analytics with a teaching style that’s heavy on real-world scenarios. He’s also taught Introduction to Databases to an undergraduate program during his master’s degree.
Available
Register Now
Course Code: C62150A_OL
Nov 20, 2025
9:00AM - 12:30PM
Online Virtual
Tommy Stephens
TOMMY STEPHENS, CITP, maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants, and is a chartered global management accountant. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. Tommy 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. During his professional career, Tommy has gained valuable experience in a variety of positions, including: working as an auditor and technology consultant for an Atlanta-based public accounting firm; leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; serving as a Chief Financial Officer for an international engineering organization; and founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses. Over the past thirty-eight years, Tommy has presented over 3,100 educational sessions to over 78,000 participants throughout the United States and Canada.
Past
Course Code: C52150A_OL
Nov 21, 2024
9:00AM - 12:30PM
Online Virtual
Mac McClelland
MAC MCCLELLAND, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. He gained 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.
Past
Course Code: C42150A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
3.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Fundamental understanding of creating charts in Microsoft Office applications
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

AI, Technology & Innovation

Excel Charting And Visualizations (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$210
Members
$235
Non-Members
Eligible Hours
3.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
5
Credits
Prerequisites
Prerequisites
Fundamental understanding of creating charts in Microsoft Office applications

Overview

Effective data visualization helps accounting and finance professionals communicate insights clearly, support better decision-making, and enhance the impact of their reports and presentations. This webinar explores practical techniques for creating compelling charts and visualizations in Excel, helping participants transform data into meaningful business insights. Participants will learn how to design clear, engaging, and interactive visualizations that improve communication and help audiences better understand and act on financial and operational information.

Course Description

Strong visualizations do more than display data—they help audiences identify trends, understand key messages, and make informed decisions. This practical session goes beyond the fundamentals of chart creation to explore advanced Excel visualization techniques that improve clarity, engagement, and communication effectiveness.

Participants will learn how to create dynamic, interactive, and visually effective charts that enhance the presentation of financial and business information. The session focuses on practical approaches that help professionals communicate complex data more clearly while improving the overall impact of reports, analyses, and presentations.

Applicable for

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

Learning 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.

Content

  • Understanding the best types of visualizations to use in specific situations
  • Creating compelling visualizations using Excel
  • Adding interactivity to your Excel-based visualizations.

Course Dates & Registration

Nov 17, 2026
9:00AM - 12:30PM
Online Virtual
Shehzad Hamza
Shehzad Hamza Shehzad Hamza is a Staff Data Scientist with over a decade of hands-on experience in enterprise analytics — including roles at Intuit and Brady Corporation — plus a stint as the founder of Bandit Brewery, which taught him more about data-driven decision-making under pressure than any textbook could. He specializes in Excel and SQL and advanced data analytics with a teaching style that’s heavy on real-world scenarios. He’s also taught Introduction to Databases to an undergraduate program during his master’s degree.
Available
Register Now
Course Code: C62150A_OL
Nov 20, 2025
9:00AM - 12:30PM
Online Virtual
Tommy Stephens
TOMMY STEPHENS, CITP, maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants, and is a chartered global management accountant. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. Tommy 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. During his professional career, Tommy has gained valuable experience in a variety of positions, including: working as an auditor and technology consultant for an Atlanta-based public accounting firm; leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; serving as a Chief Financial Officer for an international engineering organization; and founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses. Over the past thirty-eight years, Tommy has presented over 3,100 educational sessions to over 78,000 participants throughout the United States and Canada.
Past
Course Code: C52150A_OL
Nov 21, 2024
9:00AM - 12:30PM
Online Virtual
Mac McClelland
MAC MCCLELLAND, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. He gained 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.
Past
Course Code: C42150A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.