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AI, Technology & Innovation

Business Intelligence, Featuring Microsoft's Power BI Tools (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
REQUIRED
Refer to Special Notes

Overview

Business intelligence enables organizations to transform data into meaningful insights that support better decision-making and improved performance. This practical course introduces participants to modern business intelligence concepts and tools, including Excel and Microsoft Power BI. Participants will learn how to analyze, visualize, and communicate data effectively through interactive reports and dashboards, helping them unlock valuable insights and create greater value from organizational data.

 


This course has offering(s) that take place over multiple segments:
Oct 22 & Oct 23, 2026 | 9am-12:30pm

Course Description

This hands-on program explores practical approaches to developing business intelligence solutions using Excel and Microsoft Power BI. Participants will learn how to create interactive dashboards, analyze data more effectively, and leverage self-service BI tools to support informed decision-making. The course demonstrates how accounting and business professionals can apply these technologies to transform raw data into actionable insights.

Applicable for

Business professionals seeking to develop and implement BI solutions.

The seminar material and presentation are designed for users of Excel for Windows.

Learning Objectives

  • Create Excel-based BI dashboards.
  • List the potential shortcomings of BI solutions based wholly on Excel.
  • Identify and implement various Excel add-ins that might be helpful in BI applications.
  • Differentiate between the BI opportunities in Excel and Power BI.
  • Create and distribute dashboards using Power BI.

Content

  • the importance of Business Intelligence in today’s business climate
  • differentiating between Power BI licensing options
  • a hands-on approach to creating effective Power BI reports and dashboards

Course Dates & Registration

Oct 22 - 23, 2026
9:00AM - 12:30PM
Online Virtual
Brian Tankersley
Brian Tankersley BRIAN TANKERSLEY, CITP, is a certified public accountant in Tennessee, a chartered global management accountant, and a consultant who advises US firms and companies on accounting technology issues. He is a frequent speaker at continuing education courses for K2 Enterprises and publishes a nationally recognized blog on accounting and technology. Brian has also served as the technology editor for a major accounting industry publication. He has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Brian has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. He has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.
Available
Oct 22 - 23, 2025
9:00AM - 12:30PM
Online Virtual
Brian Tankersley
Brian Tankersley BRIAN TANKERSLEY, CITP, is a certified public accountant in Tennessee, a chartered global management accountant, and a consultant who advises US firms and companies on accounting technology issues. He is a frequent speaker at continuing education courses for K2 Enterprises and publishes a nationally recognized blog on accounting and technology. Brian has also served as the technology editor for a major accounting industry publication. He has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Brian has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. He has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.
Past
Jun 25 - 26, 2025
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
Nov 13 - 14, 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
Jul 30 - 31, 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

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
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Special Notes
This is not a hands-on seminar, but participants will have access to demonstration files. Please download and install Power BI Desktop before class from https://k2e.fyi/PowerBIDownload. If you are using Excel 2010 and 2013 you will require the installation of the add-on Power Query from Microsoft https://k2e.fyi/PowerQueryDownload. The seminar material and presentation are designed for users of Excel for Windows.
Interested in similar content?

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

Business Intelligence, Featuring Microsoft's Power BI Tools (Live Webinar - Multi Segment)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
REQUIRED
Refer to Special Notes
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits

Overview

Business intelligence enables organizations to transform data into meaningful insights that support better decision-making and improved performance. This practical course introduces participants to modern business intelligence concepts and tools, including Excel and Microsoft Power BI. Participants will learn how to analyze, visualize, and communicate data effectively through interactive reports and dashboards, helping them unlock valuable insights and create greater value from organizational data.

 


This course has offering(s) that take place over multiple segments:
Oct 22 & Oct 23, 2026 | 9am-12:30pm

Course Description

This hands-on program explores practical approaches to developing business intelligence solutions using Excel and Microsoft Power BI. Participants will learn how to create interactive dashboards, analyze data more effectively, and leverage self-service BI tools to support informed decision-making. The course demonstrates how accounting and business professionals can apply these technologies to transform raw data into actionable insights.

Applicable for

Business professionals seeking to develop and implement BI solutions.

The seminar material and presentation are designed for users of Excel for Windows.

Learning Objectives

  • Create Excel-based BI dashboards.
  • List the potential shortcomings of BI solutions based wholly on Excel.
  • Identify and implement various Excel add-ins that might be helpful in BI applications.
  • Differentiate between the BI opportunities in Excel and Power BI.
  • Create and distribute dashboards using Power BI.

Content

  • the importance of Business Intelligence in today’s business climate
  • differentiating between Power BI licensing options
  • a hands-on approach to creating effective Power BI reports and dashboards

Course Dates & Registration

Oct 22 - 23, 2026
9:00AM - 12:30PM
Online Virtual
Brian Tankersley
Brian Tankersley BRIAN TANKERSLEY, CITP, is a certified public accountant in Tennessee, a chartered global management accountant, and a consultant who advises US firms and companies on accounting technology issues. He is a frequent speaker at continuing education courses for K2 Enterprises and publishes a nationally recognized blog on accounting and technology. Brian has also served as the technology editor for a major accounting industry publication. He has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Brian has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. He has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.
Available
Oct 22 - 23, 2025
9:00AM - 12:30PM
Online Virtual
Brian Tankersley
Brian Tankersley BRIAN TANKERSLEY, CITP, is a certified public accountant in Tennessee, a chartered global management accountant, and a consultant who advises US firms and companies on accounting technology issues. He is a frequent speaker at continuing education courses for K2 Enterprises and publishes a nationally recognized blog on accounting and technology. Brian has also served as the technology editor for a major accounting industry publication. He has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005. Brian has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. He has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada.
Past
Jun 25 - 26, 2025
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
Nov 13 - 14, 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
Jul 30 - 31, 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

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. 

Special Notes
This is not a hands-on seminar, but participants will have access to demonstration files. Please download and install Power BI Desktop before class from https://k2e.fyi/PowerBIDownload. If you are using Excel 2010 and 2013 you will require the installation of the add-on Power Query from Microsoft https://k2e.fyi/PowerQueryDownload. The seminar material and presentation are designed for users of Excel for Windows.
Interested in similar content?

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.