Power BI Basics

Date: Tuesday, March 28, 2023
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter: Brian Tankersley, CPA.CITP, CGMA, Director, Strategic Relationships, K2 Enterprises
Moderator: Wayne Sine, CPA, MBA, Director of Education, National Society of Accountants for Cooperatives
Learning Objectives:
Upon completing this course, you should be able to:
• Explain the meaning of “ETL” and its importance to BI platforms like Power BI
• Describe how data can be retrieved, cleaned, and published to a Power BI data set from within either Power BI or Excel
• Identify the key parts of the Power BI interface and explain when you would use the cloud version of Power BI versus the on-premises version
• Explain the purpose of data connectors and how they are used to load data into databases and refresh data in real time.
• Create and distribute dashboards using Power BI
Field of Study: Computer Software & Applications
Program Level: Intermediate
CPE Credit: 2 Credit Hours
Delivery Method: Group Internet-based
Prerequisite(s): • Basic understanding of computer operations and terminology, including Microsoft Office Excel; • Webinar course through NSAC – “Fundamental Concepts of Business Intelligence” or equivalent knowledge.
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Course Description

In this program, you will learn how to implement “do-it-yourself business intelligence” using a variety of techniques and tools. We will build upon the foundations learned in the previous webinar, “Fundamental Concepts of Business Intelligence” to help you leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.

Who should attend: Business professionals and accountants seeking to develop and implement BI solutions as a means of enhancing financial reporting.  This is NOT a course designed for IT professionals, rather, it is designed for business users of all kinds who want to learn more about how they can use low-code, no-code tools and self-service business intelligence platforms like Power BI to solve their data wrangling, summarization, and reporting issues.

Presenter and Moderator Bios

Presenter: Brian Tankersley, CPA.CITP, CGMA, Director, Strategic Relationships, K2 Enterprises

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review. Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference. Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. Brian and his family make their home in Farragut, Tennessee.

Moderator: Wayne Sine, CPA, MBA, Director of Education, National Society of Accountants for Cooperatives

Wayne Sine is an experienced and highly knowledgeable professional in the field of Tax. Wayne recently retired as Tax Director from his company, Southern States Cooperative. He has extensive experience working with agricultural cooperatives and has been a long-time member of the NSAC. He is extremely active in the NSAC, serving as both past Chapter President of the Atlantic Chapter, and past Chair of the Tax Committee, and is currently serving as the NSAC Director of Education.. Wayne's career is marked by several accomplishments, and he has always been involved in many organizations, spreading his knowledge. Wayne is a member of the Legal, Tax, and Accounting (LTA) Committee for the National Council of Farmer Cooperatives. He is also Past Chair of both the Tax Committee of the Virginia Chamber of Commerce and the Virginia Manufacturers Association. Wayne also served on the Tax Policy Committee at the Virginia Society of CPAs and served as past Region Vice President for the Tax Executives Institute.

Cost
Free for NSAC Members / $99.00 for Non-Members

This CLN is part of the following series:

Power BI: Two-Part Series

Fundamental Concepts of Business Intelligence
March 21, 2023
CPE: 2 Credit Hours
Free for Members | $99 for Non-Members

Power BI Basics
March 28, 2023
CPE: 2 Credit Hours
Free for Members | $99 Non-Members

CLICK HERE TO SAVE BY PURCHASING THE TWO-PART SERIES 

The entire series can be purchased at a discount for:
Free for Members / $175.00 for Non-Members

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.