Idaho Society of CPAs

K2's Business Intelligence, Featuring Microsoft's Power BI Tools

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  • Date/Time
    • Jun 17, 2025
    • Sign In: 7:30am (MT)
    • Program: 8:00am - 3:30pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / K2 Webinar, ID 00000
  • Credits
    • 8.00
  • Credit Type(s)
    • Accounting (8.00)
  • Prerequisites

    • Basic understanding of computer operations and terminology, including Microsoft Office Excel 2019 and newer

  • Vendor
    • K2 Enterprises
  • Level
    • Advanced
  • Fields of Study
    • Accounting
  • Message
    • Virtual Experience

Designed For

  • Business professionals seeking to develop and implement BI solutions

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

Highlights

  • 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

Advanced Prep

  • None

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Leaders

Lawrence McClelland

Mac McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.

Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

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