Webinar: Excel Boot Camp Webinar Series, Part 4: Financial Reporting Toolsand Processes

WK258  |  Partner Virtual Events  |  Intermediate  |  Scheduled


Are you looking to gain efficiency in your daily Excel use? Consider our 4-part webinar series designed to take you through Excel from A to Z and show you how to elevate your daily use of Excel to the next level. This series will use accounting-centric examples, developed for accountants, by accountants. Part Four of the series focuses on aggregating data and building reports inside of Excel. In this portion of the series, you will learn how to import data into Excel from a variety of sources and how to build reports from imported and manually keyed-in data. Additionally, you will learn how to merge and share functionality between Word and Excel and create reports that update in real-time. You will also learn through an in-depth discussion on charts, the techniques and capabilities, as well as shortcomings, of using Excel to present visual reports.


Number of Credits Type of Credits
4 Other


Fundamental knowledge of Microsoft Office Excel 2010 or newer


Best practices for importing data into Excel Generating consolidated reports from imported and manually keyed-in dataProper techniques for printing and compiling financial reportsDiscussing and generating visual elements inside of Excel


Upon completing this course, you should be able to:

  • Import and link data into Excel from a variety of external sources - including text, Access, and ODBC sources - and use advanced import tools, such as Power Query
  • List and apply four techniques for consolidating data in Excel
  • Identify opportunities to streamline report assembly and printing with tools such as Camera, Custom Views, linked and embedded objects, and working with Excel-based reports saved as PDF documents
  • Create visualizations in Excel to aid in communicating financial data information, including differentiating between different types of charts and identifying the circumstances under which certain types of charts are preferable




This webinar is provided by K2 Enterprises. After registering for the course, you will receive an email from K2 with instructions for logging in to the webinar and obtaining your eMaterials.


Member (Early Bird)
Non-Member (Early Bird)
Your Price: $129.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. Early Bird rates will be applied to all registrations made prior to November 21, 2017.


Steven M. Phelan, CPA

Steven M. Phelan, CPA
Associate, K2 Enterprises
Oklahoma City, OK

Steven M. Phelan, CPA is currently a tax manager and assistant technology manager at North Bay Associates, a family group office based in Oklahoma City, Oklahoma.  He also owns a small tax and accounting practice as a side business.  Prior to this, he spent 12 years in public accounting practice, with a primary focus on tax and technology consulting.  He is a Certified Public Accountant and received his Bachelor of Accountancy degree from the University of Oklahoma.  He also holds several vendor specific software certifications.

Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs.  Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee, and is currently a member of the Taxation Committee.   Recently, Steven was selected as a 2012 Trailblazer, an OSCPA member who is under 40, recognizing innovation, professional dedication and community commitment.  He also received the OSCPA President’s Award for his work with the New CPA Committee.  Steven is also active in the Mustang, Oklahoma community serving as Treasurer for Friends of the Mustang Public Library, Inc.

Mr. Phelan is a frequent speaker at seminars and conferences sponsored by the OSCPA and other local and state organizations.  Steven was recently added as the newest member of the K2 Enterprise team where he speaks throughout the nation.  Session topics include a variety of computer software titles, such as Excel, Word and QuickBooks as well as covering general technology topics.
Steven has written a number of technology related articles for state and national publications.  He is a frequent contributor to CPA Practice Advisor where he reviews various tax and accounting related software solutions.

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