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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261008T080000
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CREATED:20260514T223641Z
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UID:10000064-1791446400-1791460800@knowledgesourceinc.com
SUMMARY:Microsoft® Excel: Data Analysis With Power Pivot
DESCRIPTION:
URL:https://knowledgesourceinc.com/event/microsoft-excel-data-analysis-with-power-pivot-2
LOCATION:Virtual Live
CATEGORIES:powerpivot
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261001T083000
DTEND;TZID=America/New_York:20261001T161500
DTSTAMP:20260514T225334Z
CREATED:20260514T225334Z
LAST-MODIFIED:20260514T225334Z
UID:10000066-1790843400-1790871300@knowledgesourceinc.com
SUMMARY:Microsoft® Power BI® Data Analytics Introduction
DESCRIPTION:Course Description: \nThis course involves the creation of exploration\, analysis\, and reporting of data insights and trends using the Microsoft Power BI® software. Power BI was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain such insights\, trends\, and reports. Power BI’s data connection capabilities and visualization features go far beyond those that can be found in spreadsheets\, allowing users to create compelling and interactive worksheets\, dashboards\, and stories that bring data to life and turn data into thoughtful action. \nCourse Highlights: \n\nAnalyze data with self-service BI.\nConnect to data sources.\nPerform advanced data modeling and shaping.\nVisualize data with Power BI.\nEnhance data analysis.\nModel data with calculations.\nCreate interactive visualizations.\nPerform advanced analysis.\nPublish and share reports and dashboards.\nExtend access to Microsoft Power BI.
URL:https://knowledgesourceinc.com/event/microsoft-power-bi-data-analytics-introduction-2
CATEGORIES:Microsoft Power BI
LOCATION:https://knowledgesourceinc.com/event/microsoft-power-bi-data-analytics-introduction-2
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260924T083000
DTEND;TZID=Europe/London:20260924T161500
DTSTAMP:20260519T213633Z
CREATED:20260519T212733Z
LAST-MODIFIED:20260519T213633Z
UID:10000069-1790238600-1790266500@knowledgesourceinc.com
SUMMARY:Extreme Microsoft® Excel for Business Analysis: Functions\, Ratios and Data Tools
DESCRIPTION:
URL:https://knowledgesourceinc.com/event/extreme-microsoft-excel-for-business-analysis-functions-ratios-and-data-tools-2
LOCATION:Virtual Live
CATEGORIES:Excel Extreme
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260624T120000
DTEND;TZID=America/New_York:20260624T130000
DTSTAMP:20260428T001727Z
CREATED:20260428T001727Z
LAST-MODIFIED:20260428T001727Z
UID:10000056-1782302400-1782306000@knowledgesourceinc.com
SUMMARY:The Path to PMP® Certification Free Webinar
DESCRIPTION:Take your project management skills to the next level with the PMP certification\, a gold standard recognized for its emphasis on competent leadership and team direction. This credential not only solidifies your existing skills but also makes you a preferred choice for employers\, providing a boost to your earnings. To guide you on this journey\, we offer our ‘Path to PMP® Certification’ webinar. It provides prospective PMP® candidates with essential information such as exam requirements\, application tips\, useful prep course resources\, and a chance to clarify any doubts with the instructor. Don’t miss this opportunity to enhance your project management expertise! \nWebinar Highlights \nTake your project management skills to the next level with the PMP certification\, a gold standard recognized for its emphasis on competent leadership and team direction. This credential not only solidifies your existing skills but also makes you a preferred choice for employers\, providing a boost to your earnings. To guide you on this journey\, we offer our ‘Path to PMP® Certification’ webinar. It provides prospective PMP® candidates with essential information such as exam requirements\, application tips\, useful prep course resources\, and a chance to clarify any doubts with the instructor. Don’t miss this opportunity to enhance your project management expertise! \nJoin PMI for Membership Benefits \n\nDiscounted Exam Fees: PMI members receive a discount on the PMP exam fee.\nFree PMBOK Guide: Access an electronic copy of the PMBOK Guide – Sixth Edition.\nAdditional Resources: Access to whitepapers\, study materials\, webinars\, and networking opportunities.\n\n Understand the Application Process \n\nReview PMI Exam Handbook: Download and carefully read the PMI Exam Handbook for guidelines and requirements.\nFamiliarize Yourself with the Exam Content: Review the latest PMP Exam Content Outline to understand exam structure and focus areas.\n\n Review Requirements for Application \n\nEducational and Formal Training Requirements: Ensure you meet the educational qualifications and have completed the required formal training hours.\nProject Management Experience: Learn how to calculate and document your experience accurately.\nApplication Submission Timing: Submit your application through PMI’s online portal when all prerequisites are met.\n\n Exam Policies and Fees \n\nRescheduling Rules: Understand the rescheduling policy to avoid additional fees.\nExam Fees: Be aware of costs associated with the exam and any additional charges for rescheduling.\n\n Application Processing Steps \n\nSubmit your application.\nWait for PMI to review and approve your application.\nSchedule your exam once you receive approval.\n\n Exam Structure and Grading \n\nDescription of the Exam: Familiarize yourself with the exam format\, including the number of questions and types of questions.\nGrading Process: Understand how the exam is scored and what constitutes a passing score.\n\n Develop a Study Plan \n\nPrepare a Study Guide: Gather resources and materials tailored to your study needs.\nUse a Learning Log: Track your study hours and progress.\nPlan Your Exam Prep: Create a schedule that covers all content areas\, including regular review sessions.\nMaintain a Positive Attitude: Stay motivated and confident throughout your preparation journey.\n\n Additional Tips for Success \n\nJoin a study group or attend PMP preparation workshops.\nTake practice exams to familiarize yourself with the test format.\nReview PMI’s Code of Ethics and Professional Conduct.\n\n  \nGood luck on your journey to becoming a certified Project Management Professional (PMP)! \n  \n 
URL:https://knowledgesourceinc.com/event/the-path-to-pmp-certification-free-webinar-2
LOCATION:Virtual Live
CATEGORIES:Path to the PMP
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20260602T080000
DTEND;TZID=Europe/London:20260602T120000
DTSTAMP:20260520T005249Z
CREATED:20260513T181951Z
LAST-MODIFIED:20260520T005249Z
UID:10000062-1780387200-1780401600@knowledgesourceinc.com
SUMMARY:PMP® Final Review & Exam Readiness Session
DESCRIPTION:
URL:https://knowledgesourceinc.com/event/pmp-final-review-exam-readiness-session
LOCATION:Virtual Live
CATEGORIES:PMP Final Readiness
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260406T083000
DTEND;TZID=America/New_York:20260410T163000
DTSTAMP:20260119T051836Z
CREATED:20251114T213737Z
LAST-MODIFIED:20260119T051836Z
UID:10000039-1775464200-1775838600@knowledgesourceinc.com
SUMMARY:Duke Energy PMP Boot Camp - St. Petersburg\, FL
DESCRIPTION:This PMP® Exam Prep Course Includes:\nProject Management Professional (PMP®) Exam Prep Course Includes Two Sets of Materials with over 1\,700 question exam simulators\, certified instructors and unlimited support during and after the class! \nElectronic Text 1: The PMP® Exam Success Series: Bootcamp Manual which compliments the PMBOK® Guide – Sixth Edition – complete with a 700 question exam simulation application. \n(Updated for the January 2\, 2021 PMP® Exam) The Crosswind Success Series: PMP® Exam Bootcamp Manual with Exam Simulation Application (V6.1) provides a foundation for the Project Management Professional (PMP)® Exam product line. This manual compliments the PMBOK® Guide for PMP® exam success and comes complete with a 200 question ONLINE exam simulation application and 50/100 question ITTO (inputs\, tools & techniques\, outputs) exams created with over 1\,400 ITTO questions in the database. \n\nCovers PEOPLE\, PROCESSES\, BUSINESS ENVIRONMENT and AGILE/HYBRID.\nCovers all knowledge areas as well as the five process groups.\nContains 530 exam format sample questions (330 questions in the printed book\, 200 questions online in the exam sim app).\nIncludes over 60+ videos for every process\, knowledge area\, process group\, earned value\, and forward backward pass.\nIncludes online content to enhance study as well as exam application tools.\nPresents clear\, identifiable formulas with memorization keys.\nIncludes 2 color\, double sided quick reference guides\nOffers online access to one of the most up-to-date learning materials available.\n\nElectronic Text 2: PMP Exam Prep: Questions\, Answers\, & Explanations: \n\n1000+ Practice Questions with Detailed Solutions.\n8 condensed mock exams that can be completed in one hour.\n8 targeted tests on the PMBOK® Guide – Seventh Edition Knowledge Areas and Code of Ethics.\nCovers all knowledge areas as well as the five process groups.\nClear explanations and wording\nPMBOK® Guide – Seventh Edition page references\nReasoning based on the PMBOK® Guide – Seventh Edition\n\nPMP Requirements \nThe Project Management Institute requires that you meet some initial requirements before you are eligible to sit for the PMP Certification exam. \nHigh School Diploma\, Associate’s Degree or Global Equivalent \n\nMinimum of 60 months of unique non-overlapping professional project management experience\n35 contact hours of formal project management education (satisfied by KSI’s Boot Camp)\n\n-OR- \nBachelor’s Degree (Four-year Degree) or Global Equivalent \n\nMinimum of 36 months of unique non-overlapping professional project management experience\n35 contact hours of formal project management education\n\n-OR- \n*Bachelor’s Degree or Post-Graduate Degree from a GAC accredited program (Bachelor’s Degree or Master’s or Global Equivalent) \n\nMinimum of 24 months of unique non-overlapping professional project management experience\n\n35 Hours of Project Management-oriented Education \n\nThere is no time limit for this requirement.\nCollege classes as well as professional education classes such as Leadership\, Quality Control\, Agile\, and many others will satisfy this requirement.\n\n\nCancellation Policy: Students must cancel or reschedule within 15 business days of the first day of PMP® certification courses; otherwise\, the full tuition will be charged for the course. \nFor more information regarding refund\, concerns\, and/or program cancellation policies please contact our offices at 919-878-7100 or email info@knowledgesourceinc.com. \n\nKnowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Concerns regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.
URL:https://knowledgesourceinc.com/event/duke-energy-pmp-boot-camp-st-petersburg-fl
LOCATION:St. Petersburg\, Florida
CATEGORIES:Duke Energy PMP Prep Course
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260210T110000
DTEND;TZID=America/New_York:20260210T120000
DTSTAMP:20260206T213248Z
CREATED:20251208T030156Z
LAST-MODIFIED:20260206T213248Z
UID:10000041-1770721200-1770724800@knowledgesourceinc.com
SUMMARY:The Path to PMP® Certification Free Webinar
DESCRIPTION:Take your project management skills to the next level with the PMP certification\, a gold standard recognized for its emphasis on competent leadership and team direction. This credential not only solidifies your existing skills but also makes you a preferred choice for employers\, providing a boost to your earnings. To guide you on this journey\, we offer our ‘Path to PMP® Certification’ webinar. It provides prospective PMP® candidates with essential information such as exam requirements\, application tips\, useful prep course resources\, and a chance to clarify any doubts with the instructor. Don’t miss this opportunity to enhance your project management expertise! \nWebinar Highlights \nTake your project management skills to the next level with the PMP certification\, a gold standard recognized for its emphasis on competent leadership and team direction. This credential not only solidifies your existing skills but also makes you a preferred choice for employers\, providing a boost to your earnings. To guide you on this journey\, we offer our ‘Path to PMP® Certification’ webinar. It provides prospective PMP® candidates with essential information such as exam requirements\, application tips\, useful prep course resources\, and a chance to clarify any doubts with the instructor. Don’t miss this opportunity to enhance your project management expertise! \nJoin PMI for Membership Benefits \n\nDiscounted Exam Fees: PMI members receive a discount on the PMP exam fee.\nFree PMBOK Guide: Access an electronic copy of the PMBOK Guide – Sixth Edition.\nAdditional Resources: Access to whitepapers\, study materials\, webinars\, and networking opportunities.\n\n Understand the Application Process \n\nReview PMI Exam Handbook: Download and carefully read the PMI Exam Handbook for guidelines and requirements.\nFamiliarize Yourself with the Exam Content: Review the latest PMP Exam Content Outline to understand exam structure and focus areas.\n\n Review Requirements for Application \n\nEducational and Formal Training Requirements: Ensure you meet the educational qualifications and have completed the required formal training hours.\nProject Management Experience: Learn how to calculate and document your experience accurately.\nApplication Submission Timing: Submit your application through PMI’s online portal when all prerequisites are met.\n\n Exam Policies and Fees \n\nRescheduling Rules: Understand the rescheduling policy to avoid additional fees.\nExam Fees: Be aware of costs associated with the exam and any additional charges for rescheduling.\n\n Application Processing Steps \n\nSubmit your application.\nWait for PMI to review and approve your application.\nSchedule your exam once you receive approval.\n\n Exam Structure and Grading \n\nDescription of the Exam: Familiarize yourself with the exam format\, including the number of questions and types of questions.\nGrading Process: Understand how the exam is scored and what constitutes a passing score.\n\n Develop a Study Plan \n\nPrepare a Study Guide: Gather resources and materials tailored to your study needs.\nUse a Learning Log: Track your study hours and progress.\nPlan Your Exam Prep: Create a schedule that covers all content areas\, including regular review sessions.\nMaintain a Positive Attitude: Stay motivated and confident throughout your preparation journey.\n\n Additional Tips for Success \n\nJoin a study group or attend PMP preparation workshops.\nTake practice exams to familiarize yourself with the test format.\nReview PMI’s Code of Ethics and Professional Conduct.\n\n  \nGood luck on your journey to becoming a certified Project Management Professional (PMP)! \n  \n 
URL:https://knowledgesourceinc.com/event/the-path-to-pmp-certification-free-webinar
LOCATION:Virtual Live
CATEGORIES:Path to the PMP
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251217T080000
DTEND;TZID=America/New_York:20251217T120000
DTSTAMP:20251208T033415Z
CREATED:20250815T190606Z
LAST-MODIFIED:20251208T033415Z
UID:10000036-1765958400-1765972800@knowledgesourceinc.com
SUMMARY:Microsoft Excel® Power Query
DESCRIPTION:Description \nThis four-hour course is designed to teach you how to use Power Query in Excel for data transformation\, cleaning\, and automation. By the end of the course\, you will be proficient in importing\, reshaping\, merging\, and automating your data workflows\, allowing you to work more efficiently and effectively with large datasets. You will also be able to create repeatable data processes that can be refreshed with ease\, saving you time and effort. \nLearning Objectives: \nBy the end of this course\, participants will be able to: \n\n\nUnderstand what Power Query is and when to use it \n\n\nConnect to and import data from various sources \n\n\nClean\, reshape\, and transform data \n\n\nCombine data from multiple tables/files \n\n\nAutomate data preparation steps \n\n\nLoad data into Excel for analysis \n\n\nTarget Audience: \n\n\nExcel users who regularly work with data \n\n\nAnalysts\, accountants\, project managers\, and admin staff \n\n\nAnyone who wants to automate and streamline data cleaning \n\n\n\nIntroduction\n\nOverview of the workbook and course objectives\n\n\nSection 1: Power Query Overview\n \n\nIntroduction to Power Query and its key benefits\nAccessing Power Query in Excel\nComparison between Power Query and manual Excel methods\n\n\nSection 2: Data Cleaning & Transformation\n\nTools and concepts for cleaning and transforming data\nCommon data cleaning tasks\n\n\nSection 3: Combining Data\n\nMerging and appending queries\nPractical example of combining data from multiple sources\n\n\nSection 4: Advanced Techniques & Automation\n\nCreating custom columns\nGrouping data\nUsing parameters for dynamic queries\nAutomating data refresh\nOptimizing Power Query performance
URL:https://knowledgesourceinc.com/event/microsoft-excel-power-query-4
LOCATION:Virtual Live
CATEGORIES:Excel Power Query
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251216T080000
DTEND;TZID=Europe/London:20251216T170000
DTSTAMP:20251209T194303Z
CREATED:20251209T194043Z
LAST-MODIFIED:20251209T194303Z
UID:10000043-1765872000-1765904400@knowledgesourceinc.com
SUMMARY:Kathy's Test Course
DESCRIPTION:
URL:https://knowledgesourceinc.com/event/kathys-test-course
LOCATION:Charlotte\, NC
CATEGORIES:Kathy's Test Course
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251211T083000
DTEND;TZID=America/New_York:20251211T161500
DTSTAMP:20260513T003002Z
CREATED:20260423T192622Z
LAST-MODIFIED:20260513T003002Z
UID:10000053-1765441800-1765469700@knowledgesourceinc.com
SUMMARY:Advanced Excel for Financial Professionals: Tools to Automate\, Analyze\, and Audit Financial Data with AI
DESCRIPTION:
URL:https://knowledgesourceinc.com/event/advanced-excel-for-financial-professionals-tools-to-automate-analyze-and-audit-financial-data-4
LOCATION:Virtual Live
CATEGORIES:Advanced Excel CPAs
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251211T083000
DTEND;TZID=America/New_York:20251211T161500
DTSTAMP:20251029T234725Z
CREATED:20250815T190057Z
LAST-MODIFIED:20251029T234725Z
UID:10000035-1765441800-1765469700@knowledgesourceinc.com
SUMMARY:Advanced Excel for Financial Professionals:  Tools to Automate\, Analyze\, and Audit Financial Data
DESCRIPTION:Course Description: \nAdvanced Excel for Financial Professionals:   Tools to Automate\, Analyze\, and Audit Financial Data is designed specifically for accounting professionals who want to deepen their Excel skills for financial reporting\, data analysis\, and process automation. Participants will explore essential Excel tools and techniques used by CPAs to clean\, analyze\, and summarize financial data efficiently. Topics include PivotTables and PivotCharts\, VLOOKUP and XLOOKUP\, Data Validation\, Conditional Formatting\, Macros and VBA\, Power Query\, and Power Pivot. Through practical exercises and a final capstone challenge\, learners will gain the skills to automate routine tasks\, audit-proof spreadsheets\, and deliver insightful\, professional-grade reports. \nCourse Objectives: \nBy the end of this course\, participants will be able to: \nSummarize and visualize large volumes of financial data using PivotTables and PivotCharts.\nUse VLOOKUP and XLOOKUP to cross-reference accounting records across multiple datasets.\nApply Data Validation techniques to prevent entry errors and ensure consistency.\nHighlight risks\, outliers\, and key metrics using Conditional Formatting.\nRecord and edit Macros to automate repetitive month-end close tasks.\nClean and consolidate financial exports using Power Query.\nBuild Data Models and perform scenario analysis with Power Pivot and What-If Analysis tools.\nIntegrate all tools into an automated\, audit-ready financial summary. \nCourse Outline: \nModule 1: PivotTables and PivotCharts – Summarizing Financial Data \nCreating dynamic PivotTables\nCustomizing PivotCharts\nUsing slicers for interactive dashboards \nModule 2: Lookup Functions – Cross-Referencing Data with VLOOKUP & XLOOKUP \nVLOOKUP vs. XLOOKUP\nError handling and validation use cases \nModule 3: Data Validation – Ensuring Clean\, Audit-Ready Spreadsheets \nDrop-down lists and custom rules\nNumeric and date validation\nPreventing inconsistent data entry \nModule 4: Conditional Formatting – Highlighting Risks and Exceptions \nBuilt-in rules and custom formulas\nIcon sets\, data bars\, and color scales\nAdvanced formatting for exception reporting \nModule 5: Macros & VBA – Automating Month-End Close Tasks \nRecording and running macros\nEditing basic VBA\nAssigning macros to buttons \nModule 6: Power Query – Cleaning and Consolidating Financial Exports \nImporting and transforming data\nMerging queries\nAutomating data cleanup \nModule 7: Power Pivot and What-If Analysis – Advanced Forecasting and Modeling \nBuilding Data Models\nGoal Seek\, Scenario Manager\, and Data Tables\nSensitivity analysis and financial planning \nFinal Challenge: Building an Automated Financial Summary \nEnd-to-end case project integrating all tools\nHands-on financial dashboard with forecasting features \nAppendices: \nA: Excel Shortcut Cheat Sheet\nB: Glossary of Key Terms
URL:https://knowledgesourceinc.com/event/advanced-excel-for-financial-professionals-tools-to-automate-analyze-and-audit-financial-data-3
LOCATION:Virtual Live
CATEGORIES:Advanced Excel CPAs
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251204T083000
DTEND;TZID=America/New_York:20251204T161500
DTSTAMP:20250823T001602Z
CREATED:20250815T185614Z
LAST-MODIFIED:20250823T001602Z
UID:10000034-1764837000-1764864900@knowledgesourceinc.com
SUMMARY:Microsoft® Power BI® Data Analytics Introduction
DESCRIPTION:Course Description: \nThis course involves the creation of exploration\, analysis\, and reporting of data insights and trends using the Microsoft Power BI® software. Power BI was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain such insights\, trends\, and reports. Power BI’s data connection capabilities and visualization features go far beyond those that can be found in spreadsheets\, allowing users to create compelling and interactive worksheets\, dashboards\, and stories that bring data to life and turn data into thoughtful action. \nCourse Highlights: \n\nAnalyze data with self-service BI.\nConnect to data sources.\nPerform advanced data modeling and shaping.\nVisualize data with Power BI.\nEnhance data analysis.\nModel data with calculations.\nCreate interactive visualizations.\nPerform advanced analysis.\nPublish and share reports and dashboards.\nExtend access to Microsoft Power BI.
URL:https://knowledgesourceinc.com/event/microsoft-power-bi-data-analytics-5
CATEGORIES:Microsoft Power BI
LOCATION:https://knowledgesourceinc.com/event/microsoft-power-bi-data-analytics-5
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251119T083000
DTEND;TZID=Europe/London:20251120T161500
DTSTAMP:20250815T185108Z
CREATED:20250815T184940Z
LAST-MODIFIED:20250815T185108Z
UID:10000033-1763541000-1763655300@knowledgesourceinc.com
SUMMARY:Microsoft® Excel Crash Course: Learn Excel in Two Days!
DESCRIPTION:This is a fast-paced course and is designed for those who have been using Excel (any version) at a basic level\, as well as those who are self-taught and want to learn short cuts and tips\, plus some of the more advanced features. Packed full of information\, topics range from fundamentals (using shortcuts) through advanced topics. The topics in this class are the most often-used and are a combination of features taught in the Foundations\, Intermediate and Advanced Topics courses. \nCourse Outline: \nUse the Excel Ribbon\nContextual Tabs\nQuick Access Toolbar\nShortcut menus\nChanging views \nEntering Data Into a Worksheet\nEntering text (labels)\nEditing text with the formula bar\nReplacing contents of cells\nUsing delete\, undo/redo\nUsing AutoFill to enter data\nCustomize AutoFill\nUse a List to enter data \nUsing a Simple Formula\nResizing the Formula Bar\nEnter a Formula using the keyboard\nEnter a cell or Range Reference using the mouse\nUsing AutoSum to calculate totals\nUsing Relative References\nUsing Absolute References \nUsing Simple Functions\nEnter a function directly\nUsing AutoComplete to create formulas\nTurn Formula Autocomplete on and off\nInsert other functions using AutoSum button\nUsing AutoCalculate to do a calculation without a formula \nAdjusting Rows and Columns\nAdjust Rows and columns using the mouse and the Menu\nHide/Unhide rows and columns\nFreeze a column or a row\nSplit a worksheet into panes \nFormatting Cells Using Ribbons\nChange the font and font properties\nAlign data in a cell\nIndent data in a cell\nMerge cells\nChange numbers to percentages\nIncrease/decrease decimal places\nCopy a format using Format Painter \nCreating A Chart\nHow To Insert a Chart\nHow To Move a Chart\nHow To Resize a Chart\nHow To Change The Chart Type\nHow To Add\, Edit or Remove a Chart Data Source\nHow To Swap Labels In The Legend With The Horizontal Axis\nHow To Change The Order Of a Data Series\nHow To Move An Existing Chart To a New Worksheet \nFormatting a Chart\nHow To Select a Chart Element\nHow To Format The Chart Elements\nHow To Format Text In a Chart Using WordArt\nHow To Change The Text Orientation\nHow To Change The Color Of a Chart Element\nHow To Create a Combination Of Chart Types\nHow To Create a Pie Chart\nHow To Set The 3-D Rotation\nHow To Explode a Wedge In A Pie Chart\nHow To Create a Picture Chart \nSetting Up a Page and Printing\nHow To Insert And Remove a Page Break\nHow To Set And Clear The Print Area\nHow To Change The Margin In The Page Layout View\nHow To Change The Page Orientation\nHow To Change The Scaling\nHow To Change The Paper Size\nHow To Change The Page Margin\nHow To Align To The Center Of The Page\nHow To Add A Header / Footer\nHow To Add An Image As a Watermark \nPreviewing and Printing\nHow To Preview The Print\nHow To Print Active Sheets\nHow To Print Selected Cells\nHow To Print A Chart\nHow To Print Multiple Copies \nCreating Tables\nHow To Create a Table\nHow To Change The Style Of a Table\nHow To Create A New Table Style\nHow To Show Or Hide Table Elements\nHow To Create A Calculation In a Table\nHow To Insert And Delete A Table Row\nHow To Resize a Table\nHow To Convert A Table To a Range\nHow To Sort The Data In a Table\nHow To Perform Multiple Sort\nHow To Customize The Sort Order \nUsing The AutoFilter\nHow To Enable / Disable The AutoFilter\nHow To Apply / Remove The Filter\nHow To Customize The Filter \nUsing The Advanced Filter\nHow To Define The Criteria Range\nHow To Use The Advanced Filter \nCreating a PivotTable\nHow To Create a PivotTable\nUpdating a PivotTable\nHow To Update The Information In a PivotTable\nHow To Change The Layout Of a PivotTable\nHow To Add An Information Field To a PivotTable\nHow To Arrange Information In a PivotTable\nHow To Filter The Report In a PivotTable\nHow To Filter Specific Records \nExploring What-If Tables\nHow To Create a One Variable What-If Table\nHow To Create a Two Variables What-If Table \nUsing Scenarios\nHow To Create Scenarios\nHow To Apply a Scenario \nImplementing Problem Solving\nHow To Use The Goal Seek Tool\nHow To Load Add-Ins\nHow To Use The Solver Tools \nValidating\, Protecting\, and Auditing Forms and Templates\nUsing Data Validation And Tracing Invalid Data\nHow To Validate Data Input\nHow To Compose A Data Input Message\nHow To Create An Error Alert Message\nHow To Circle Invalid Data \nProtecting Worksheet Styles\, Contents And Elements\nHow To Protect The Worksheet\nHow To Unprotect The Worksheet\nHow To Unlock Cells For Editing In A Protected Sheet\nHow To Hide A Cell Formula\nHow To Set A Password To Edit A Specific Range\nHow To Grant Selected Users Permission To Edit A Range Without A Password \nAuditing Worksheets And Tracing Cell References\nHow To Find Cells That Provide Data To An Active Cell (Precedents)\nHow To Find Cells That Are Referred To By An Active Cell (Dependents)\nHow To Correct Calculation Errors\nHow To Set Error Checking Options\nHow To Scan And Correct All Errors\nHow To Use The Watch Window \nWorking with Advanced Formatting\, Styles and Outlining\nCustomizing The Appearance Of Data With Advanced Formatting\nHow To Use The Built-In Number Formats\nHow To Customize The Number Format\nHow To Customize The Date Format \nUsing Conditional Formatting\nHow To Use The Conditional Formatting To Highlight Cells\nHow To Use The Data Bars\nHow To Use The Color Scales\nHow To Use The Icon Sets\nHow To Edit The Rules\nHow To Change The Precedence Of The Rules\nHow To Stop A Rule\nHow To Clear The Rules \nUsing Data Outlining\nHow To Create An Outline Automatically\nHow To Remove An Outline\nHow To Create An Outline Manually\nHow To Use A Subtotal To Create An Outline\nHow To Show / Hide Details Using Outline Symbols \nWorking With Multiple Worksheets and Workbooks\nManaging Data in Multiple Worksheets\nHow To Select Adjacent Worksheets\nHow To Select Non-Adjacent Worksheets\nHow To Enter Data Into Multiple Worksheets \nUsing Range Names\nHow To Define Names Quickly\nHow To Define A Range Name Manually\nHow To Define A 3-D Range Using The Menu\nHow To Manage Names Using The Name Manager\nHow To Redefine The Cell References For A Range Name\nHow To Insert A Name In A Formula \nCombining Worksheets And Data From Different Workbooks\nHow To Consolidate Data\nHow To Move Or Copy Worksheets to Another Workbook\nLinking Information From Different Worksheets And Workbooks\nHow To Link Information Using Copy And Paste Link\nHow To Update A Link \nUsing Advanced Functions\nUsing Financial Functions\nHow To Use The PMT Function\nHow To Use The ABS Function \nUsing Logical Functions\nHow To Use A Logical Test\nHow To Use The IF Function To Return A Text\nHow To Use The IF Function To Return A Value\nHow To Use A Nested IF Function\nHow To Use The OR Function\nHow To Use The AND Function\nHow To Use the COUNTIF Function \nUnderstanding Macros\nHow To Record A New Macro\nHow To Run A Macro\nHow To Create A Run Macro Button On The Quick Access Toolbar \nIMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA\, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions\, hand-raising\, polling\, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes. \nKnowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://knowledgesourceinc.com/event/microsoft-excel-crash-course-learn-excel-in-two-days-3
LOCATION:Virtual Live
CATEGORIES:Excel Crash
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251113T083000
DTEND;TZID=America/New_York:20251113T161500
DTSTAMP:20250815T184515Z
CREATED:20250815T184140Z
LAST-MODIFIED:20250815T184515Z
UID:10000032-1763022600-1763050500@knowledgesourceinc.com
SUMMARY:Microsoft® Power BI® Intermediate:  From Data Modeling to Interactive Dashboards
DESCRIPTION:Course Description:\nThis intermediate-level course takes Power BI users beyond the basics and into the world of scalable\, professional-grade reporting. Participants will gain hands-on experience in modeling complex datasets\, transforming queries for clean analysis\, and building dashboards that tell compelling\, data-driven stories. Key topics include designing star schemas\, creating DAX measures with variables\, developing drillthrough and dynamic visuals\, and publishing reports with secure data access. By the end of the course\, users will have the skills to deliver powerful\, interactive reports that support enterprise-level decision-making and performance tracking. \nCourse Objectives:\nBy the end of this course\, participants will be able to: \n\n\nBuild and manage star schema models for efficient data analysis \n\n\nApply advanced Power Query transformations including merging\, appending\, and grouping data \n\n\nCreate dynamic\, interactive visuals and custom tooltips \n\n\nDevelop professional DAX measures using variables and logic \n\n\nImplement drillthrough reports and page navigation features \n\n\nApply Row-Level Security (RLS) and publish reports to Power BI Service \n\n\nSet alerts and goals within dashboards for real-time monitoring \n\n\nCourse Highlights:\n\n\nDesigning efficient Power BI workspaces and themes \n\n\nConnecting live data from APIs and web sources \n\n\nUsing Power Query for merge\, append\, and group operations \n\n\nBuilding star schemas and custom date tables \n\n\nWriting advanced DAX with variables for calculations and logic \n\n\nCreating dynamic visuals\, custom tooltips\, and responsive dashboards \n\n\nImplementing drillthrough pages and back buttons for interactivity \n\n\nPublishing to Power BI Service with Row-Level Security \n\n\nSetting alerts and tracking business KPIs using dashboards and goals
URL:https://knowledgesourceinc.com/event/microsoft-power-bi-intermediate-from-data-modeling-to-interactive-dashboards-2
LOCATION:Virtual Live
CATEGORIES:PowerBI Part 2
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251106T130000
DTEND;TZID=America/New_York:20251106T170000
DTSTAMP:20250815T184051Z
CREATED:20250815T183935Z
LAST-MODIFIED:20250815T184051Z
UID:10000031-1762434000-1762448400@knowledgesourceinc.com
SUMMARY:Using ChatGPT for Data Analysis with Excel and Power BI
DESCRIPTION:Course Description \nUnlock the power of AI to elevate your data analysis skills in this interactive\, instructor-led workshop. Using ChatGPT for Data Analysis with Excel and Power BI is a practical\, hands-on course designed for analysts\, finance professionals\, and Excel/Power BI users who want to streamline tasks\, uncover insights faster\, and automate repetitive processes using natural language. \nThrough guided activities and real-world scenarios\, you’ll learn how to craft effective prompts\, use ChatGPT to write formulas\, debug code\, build dashboards\, and generate analysis summaries—all while understanding the limitations and best practices of AI assistance. This 4-hour course equips you with the tools to integrate ChatGPT into your day-to-day data workflow and communicate more effectively with your AI co-pilot. \n\nCourse Objectives \nBy the end of this course\, participants will be able to: \n\nUnderstand how ChatGPT supports data analysis in Excel and Power BI\nCraft clear\, targeted prompts to generate accurate and useful AI responses\nUse ChatGPT to write and troubleshoot Excel formulas\, Power Query M code\, and simple macros\nApply ChatGPT to generate and explain DAX measures and Power BI visual design ideas\nAutomate report formatting and data cleanup using AI-generated scripts\nEvaluate and refine ChatGPT outputs for reliability\, accuracy\, and clarity\nComplete a full data analysis workflow—from cleaning to insight communication—using ChatGPT\n\nCourse Outline \nModule 1: Getting Started with ChatGPT for Data Work \nTopics Covered: \n\nRole of ChatGPT in modern data workflows\nPrompt writing fundamentals\nStrengths and limitations of ChatGPT in analytics\nTechniques to refine and improve prompts\n\nHands-On Activities: \n\nRewriting vague prompts for clarity\nPrompting ChatGPT to design a data cleanup strategy in Excel\n\n\nModule 2: Using ChatGPT with Excel \nTopics Covered: \n\nGenerating advanced Excel formulas using natural language\nTroubleshooting formulas with AI assistance\nWriting Power Query M code with ChatGPT\nAutomating tasks with macros or Office Scripts\n\nHands-On Activities: \n\nPractice prompt testing for formulas and macros\nBuild a report in Excel using ChatGPT-generated calculations and formatting scripts\n\n\nModule 3: Using ChatGPT with Power BI \nTopics Covered: \n\nWriting and interpreting DAX with ChatGPT\nFixing common issues in DAX or M code\nVisual suggestions for effective dashboards\nUsing ChatGPT to write summaries for stakeholders\n\nHands-On Activities: \n\nGenerate and implement DAX measures in Power BI\nUse ChatGPT to suggest visuals and build a basic dashboard\nDraft an executive summary based on your data story\n\n\nModule 4: Final Challenge – AI-Powered Business Analysis \nTopics Covered: \n\nPrompt engineering for end-to-end analysis\nAI-guided workflow from raw data to insight\nCritically assessing ChatGPT output for quality and completeness\n\nHands-On Final Project: \n\nClean\, analyze\, and summarize a retail sales dataset\nBuild a final report/dashboard in Excel or Power BI using ChatGPT guidance\nDeliver a one-page summary using AI-generated content\n\nBonus Task (Optional): \n\n\n\n\nUse ChatGPT to generate automation code (macro or script) to enhance your final report \n\n\n\n\n  \nIMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA\, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions\, hand-raising\, polling\, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes. \nKnowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://knowledgesourceinc.com/event/using-chatgpt-for-data-analysis-with-excel-and-power-bi-2
LOCATION:Virtual Live
CATEGORIES:Data Analytics & IT Training Courses,Using ChatGPT
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251103T080000
DTEND;TZID=America/New_York:20251107T170000
DTSTAMP:20250826T194404Z
CREATED:20250815T181845Z
LAST-MODIFIED:20250826T194404Z
UID:10000029-1762156800-1762534800@knowledgesourceinc.com
SUMMARY:Duke Energy PMP Boot Camp - Plainfield\, IN
DESCRIPTION:This PMP® Exam Prep Course Includes:\nProject Management Professional (PMP®) Exam Prep Course Includes Two Sets of Materials with over 1\,700 question exam simulators\, certified instructors and unlimited support during and after the class! \nElectronic Text 1: The PMP® Exam Success Series: Bootcamp Manual which compliments the PMBOK® Guide – Sixth Edition – complete with a 700 question exam simulation application. \n(Updated for the January 2\, 2021 PMP® Exam) The Crosswind Success Series: PMP® Exam Bootcamp Manual with Exam Simulation Application (V6.1) provides a foundation for the Project Management Professional (PMP)® Exam product line. This manual compliments the PMBOK® Guide for PMP® exam success and comes complete with a 200 question ONLINE exam simulation application and 50/100 question ITTO (inputs\, tools & techniques\, outputs) exams created with over 1\,400 ITTO questions in the database. \n\nCovers PEOPLE\, PROCESSES\, BUSINESS ENVIRONMENT and AGILE/HYBRID.\nCovers all knowledge areas as well as the five process groups.\nContains 530 exam format sample questions (330 questions in the printed book\, 200 questions online in the exam sim app).\nIncludes over 60+ videos for every process\, knowledge area\, process group\, earned value\, and forward backward pass.\nIncludes online content to enhance study as well as exam application tools.\nPresents clear\, identifiable formulas with memorization keys.\nIncludes 2 color\, double sided quick reference guides\nOffers online access to one of the most up-to-date learning materials available.\n\nElectronic Text 2: PMP Exam Prep: Questions\, Answers\, & Explanations: \n\n1000+ Practice Questions with Detailed Solutions.\n8 condensed mock exams that can be completed in one hour.\n8 targeted tests on the PMBOK® Guide – Seventh Edition Knowledge Areas and Code of Ethics.\nCovers all knowledge areas as well as the five process groups.\nClear explanations and wording\nPMBOK® Guide – Seventh Edition page references\nReasoning based on the PMBOK® Guide – Seventh Edition\n\nPMP Requirements \nThe Project Management Institute requires that you meet some initial requirements before you are eligible to sit for the PMP Certification exam. \nHigh School Diploma\, Associate’s Degree or Global Equivalent \n\nMinimum of 60 months of unique non-overlapping professional project management experience\n35 contact hours of formal project management education (satisfied by KSI’s Boot Camp)\n\n-OR- \nBachelor’s Degree (Four-year Degree) or Global Equivalent \n\nMinimum of 36 months of unique non-overlapping professional project management experience\n35 contact hours of formal project management education\n\n-OR- \n*Bachelor’s Degree or Post-Graduate Degree from a GAC accredited program (Bachelor’s Degree or Master’s or Global Equivalent) \n\nMinimum of 24 months of unique non-overlapping professional project management experience\n\n35 Hours of Project Management-oriented Education \n\nThere is no time limit for this requirement.\nCollege classes as well as professional education classes such as Leadership\, Quality Control\, Agile\, and many others will satisfy this requirement.\n\n\nCancellation Policy: Students must cancel or reschedule within 15 business days of the first day of PMP® certification courses; otherwise\, the full tuition will be charged for the course. \nFor more information regarding refund\, concerns\, and/or program cancellation policies please contact our offices at 919-878-7100 or email info@knowledgesourceinc.com. \n\nRegistered with the North Carolina Board of Engineers and Land Surveyors as an Approved Sponsor for Continuing Education Programs\nKnowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Concerns regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.
URL:https://knowledgesourceinc.com/event/duke-energy-pmp-boot-camp-plainfield-in
LOCATION:Duke Energy – Plainfield\, IN\, 2910 State Road IN-44\, Shelbyville\, IN\, 46176\, United States
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251022T083000
DTEND;TZID=America/New_York:20251022T161500
DTSTAMP:20250909T214422Z
CREATED:20250815T181100Z
LAST-MODIFIED:20250909T214422Z
UID:10000027-1761121800-1761149700@knowledgesourceinc.com
SUMMARY:Advanced Excel for Financial Professionals:  Tools to Automate\, Analyze\, and Audit Financial Data
DESCRIPTION:Course Description: \nAdvanced Excel for Financial Professionals:   Tools to Automate\, Analyze\, and Audit Financial Data is designed specifically for accounting professionals who want to deepen their Excel skills for financial reporting\, data analysis\, and process automation. Participants will explore essential Excel tools and techniques used by CPAs to clean\, analyze\, and summarize financial data efficiently. Topics include PivotTables and PivotCharts\, VLOOKUP and XLOOKUP\, Data Validation\, Conditional Formatting\, Macros and VBA\, Power Query\, and Power Pivot. Through practical exercises and a final capstone challenge\, learners will gain the skills to automate routine tasks\, audit-proof spreadsheets\, and deliver insightful\, professional-grade reports. \nCourse Objectives: \nBy the end of this course\, participants will be able to: \n\nSummarize and visualize large volumes of financial data using PivotTables and PivotCharts.\nUse VLOOKUP and XLOOKUP to cross-reference accounting records across multiple datasets.\nApply Data Validation techniques to prevent entry errors and ensure consistency.\nHighlight risks\, outliers\, and key metrics using Conditional Formatting.\nRecord and edit Macros to automate repetitive month-end close tasks.\nClean and consolidate financial exports using Power Query.\nBuild Data Models and perform scenario analysis with Power Pivot and What-If Analysis tools.\nIntegrate all tools into an automated\, audit-ready financial summary.\n\nCourse Outline: \nModule 1: PivotTables and PivotCharts – Summarizing Financial Data \n\nCreating dynamic PivotTables\nCustomizing PivotCharts\nUsing slicers for interactive dashboards\n\nModule 2: Lookup Functions – Cross-Referencing Data with VLOOKUP & XLOOKUP \n\nVLOOKUP vs. XLOOKUP\nError handling and validation use cases\n\nModule 3: Data Validation – Ensuring Clean\, Audit-Ready Spreadsheets \n\nDrop-down lists and custom rules\nNumeric and date validation\nPreventing inconsistent data entry\n\nModule 4: Conditional Formatting – Highlighting Risks and Exceptions \n\nBuilt-in rules and custom formulas\nIcon sets\, data bars\, and color scales\nAdvanced formatting for exception reporting\n\nModule 5: Macros & VBA – Automating Month-End Close Tasks \n\nRecording and running macros\nEditing basic VBA\nAssigning macros to buttons\n\nModule 6: Power Query – Cleaning and Consolidating Financial Exports \n\nImporting and transforming data\nMerging queries\nAutomating data cleanup\n\nModule 7: Power Pivot and What-If Analysis – Advanced Forecasting and Modeling \n\nBuilding Data Models\nGoal Seek\, Scenario Manager\, and Data Tables\nSensitivity analysis and financial planning\n\nFinal Challenge: Building an Automated Financial Summary \n\nEnd-to-end case project integrating all tools\nHands-on financial dashboard with forecasting features\n\nAppendices: \n\nA: Excel Shortcut Cheat Sheet\nB: Glossary of Key Terms
URL:https://knowledgesourceinc.com/event/advanced-excel-for-financial-professionals-tools-to-automate-analyze-and-audit-financial-data-2
LOCATION:Virtual Live
CATEGORIES:Advanced Excel CPAs
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251020T080000
DTEND;TZID=America/New_York:20251024T170000
DTSTAMP:20250826T195411Z
CREATED:20250815T180614Z
LAST-MODIFIED:20250826T195411Z
UID:10000026-1760947200-1761325200@knowledgesourceinc.com
SUMMARY:Duke Energy PMP Boot Camp - Charlotte\, NC
DESCRIPTION:This PMP® Exam Prep Course Includes:\nProject Management Professional (PMP®) Exam Prep Course Includes Two Sets of Materials with over 1\,700 question exam simulators\, certified instructors and unlimited support during and after the class! \nElectronic Text 1: The PMP® Exam Success Series: Bootcamp Manual which compliments the PMBOK® Guide – Sixth Edition – complete with a 700 question exam simulation application. \n(Updated for the January 2\, 2021 PMP® Exam) The Crosswind Success Series: PMP® Exam Bootcamp Manual with Exam Simulation Application (V6.1) provides a foundation for the Project Management Professional (PMP)® Exam product line. This manual compliments the PMBOK® Guide for PMP® exam success and comes complete with a 200 question ONLINE exam simulation application and 50/100 question ITTO (inputs\, tools & techniques\, outputs) exams created with over 1\,400 ITTO questions in the database. \n\nCovers PEOPLE\, PROCESSES\, BUSINESS ENVIRONMENT and AGILE/HYBRID.\nCovers all knowledge areas as well as the five process groups.\nContains 530 exam format sample questions (330 questions in the printed book\, 200 questions online in the exam sim app).\nIncludes over 60+ videos for every process\, knowledge area\, process group\, earned value\, and forward backward pass.\nIncludes online content to enhance study as well as exam application tools.\nPresents clear\, identifiable formulas with memorization keys.\nIncludes 2 color\, double sided quick reference guides\nOffers online access to one of the most up-to-date learning materials available.\n\nElectronic Text 2: PMP Exam Prep: Questions\, Answers\, & Explanations: \n\n1000+ Practice Questions with Detailed Solutions.\n8 condensed mock exams that can be completed in one hour.\n8 targeted tests on the PMBOK® Guide – Seventh Edition Knowledge Areas and Code of Ethics.\nCovers all knowledge areas as well as the five process groups.\nClear explanations and wording\nPMBOK® Guide – Seventh Edition page references\nReasoning based on the PMBOK® Guide – Seventh Edition\n\nPMP Requirements \nThe Project Management Institute requires that you meet some initial requirements before you are eligible to sit for the PMP Certification exam. \nHigh School Diploma\, Associate’s Degree or Global Equivalent \n\nMinimum of 60 months of unique non-overlapping professional project management experience\n35 contact hours of formal project management education (satisfied by KSI’s Boot Camp)\n\n-OR- \nBachelor’s Degree (Four-year Degree) or Global Equivalent \n\nMinimum of 36 months of unique non-overlapping professional project management experience\n35 contact hours of formal project management education\n\n-OR- \n*Bachelor’s Degree or Post-Graduate Degree from a GAC accredited program (Bachelor’s Degree or Master’s or Global Equivalent) \n\nMinimum of 24 months of unique non-overlapping professional project management experience\n\n35 Hours of Project Management-oriented Education \n\nThere is no time limit for this requirement.\nCollege classes as well as professional education classes such as Leadership\, Quality Control\, Agile\, and many others will satisfy this requirement.\n\n\nCancellation Policy: Students must cancel or reschedule within 15 business days of the first day of PMP® certification courses; otherwise\, the full tuition will be charged for the course. \nFor more information regarding refund\, concerns\, and/or program cancellation policies please contact our offices at 919-878-7100 or email info@knowledgesourceinc.com. \n\nKnowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Concerns regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.
URL:https://knowledgesourceinc.com/event/duke-energy-pmp-boot-camp-charlotte-nc-3
LOCATION:Duke Energy – Charlotte\, NC
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251019T080000
DTEND;TZID=America/New_York:20251019T120000
DTSTAMP:20251017T004954Z
CREATED:20250815T173952Z
LAST-MODIFIED:20251017T004954Z
UID:10000023-1760860800-1760875200@knowledgesourceinc.com
SUMMARY:Using ChatGPT for Data Analysis with Excel and Power BI
DESCRIPTION:Course Description \nUnlock the power of AI to elevate your data analysis skills in this interactive\, instructor-led workshop. Using ChatGPT for Data Analysis with Excel and Power BI is a practical\, hands-on course designed for analysts\, finance professionals\, and Excel/Power BI users who want to streamline tasks\, uncover insights faster\, and automate repetitive processes using natural language. \nThrough guided activities and real-world scenarios\, you’ll learn how to craft effective prompts\, use ChatGPT to write formulas\, debug code\, build dashboards\, and generate analysis summaries—all while understanding the limitations and best practices of AI assistance. This 4-hour course equips you with the tools to integrate ChatGPT into your day-to-day data workflow and communicate more effectively with your AI co-pilot. \n\nCourse Objectives \nBy the end of this course\, participants will be able to: \n\nUnderstand how ChatGPT supports data analysis in Excel and Power BI\nCraft clear\, targeted prompts to generate accurate and useful AI responses\nUse ChatGPT to write and troubleshoot Excel formulas\, Power Query M code\, and simple macros\nApply ChatGPT to generate and explain DAX measures and Power BI visual design ideas\nAutomate report formatting and data cleanup using AI-generated scripts\nEvaluate and refine ChatGPT outputs for reliability\, accuracy\, and clarity\nComplete a full data analysis workflow—from cleaning to insight communication—using ChatGPT\n\nCourse Outline \nModule 1: Getting Started with ChatGPT for Data Work \nTopics Covered: \n\nRole of ChatGPT in modern data workflows\nPrompt writing fundamentals\nStrengths and limitations of ChatGPT in analytics\nTechniques to refine and improve prompts\n\nHands-On Activities: \n\nRewriting vague prompts for clarity\nPrompting ChatGPT to design a data cleanup strategy in Excel\n\n\nModule 2: Using ChatGPT with Excel \nTopics Covered: \n\nGenerating advanced Excel formulas using natural language\nTroubleshooting formulas with AI assistance\nWriting Power Query M code with ChatGPT\nAutomating tasks with macros or Office Scripts\n\nHands-On Activities: \n\nPractice prompt testing for formulas and macros\nBuild a report in Excel using ChatGPT-generated calculations and formatting scripts\n\n\nModule 3: Using ChatGPT with Power BI \nTopics Covered: \n\nWriting and interpreting DAX with ChatGPT\nFixing common issues in DAX or M code\nVisual suggestions for effective dashboards\nUsing ChatGPT to write summaries for stakeholders\n\nHands-On Activities: \n\nGenerate and implement DAX measures in Power BI\nUse ChatGPT to suggest visuals and build a basic dashboard\nDraft an executive summary based on your data story\n\n\nModule 4: Final Challenge – AI-Powered Business Analysis \nTopics Covered: \n\nPrompt engineering for end-to-end analysis\nAI-guided workflow from raw data to insight\nCritically assessing ChatGPT output for quality and completeness\n\nHands-On Final Project: \n\nClean\, analyze\, and summarize a retail sales dataset\nBuild a final report/dashboard in Excel or Power BI using ChatGPT guidance\nDeliver a one-page summary using AI-generated content\n\nBonus Task (Optional): \n\nUse ChatGPT to generate automation code (macro or script) to enhance your final report\n\n  \nIMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA\, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions\, hand-raising\, polling\, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes. \nKnowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://knowledgesourceinc.com/event/using-chatgpt-for-data-analysis-with-excel-and-power-bi
LOCATION:Virtual Live
CATEGORIES:Data Analytics & IT Training Courses,Using ChatGPT
ATTACH;FMTTYPE=image/jpeg:https://knowledgesourceinc.com/wp-content/uploads/2025/05/chatgpt-300x300-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251016T080000
DTEND;TZID=America/New_York:20251016T120000
DTSTAMP:20250815T180127Z
CREATED:20250815T180054Z
LAST-MODIFIED:20250815T180127Z
UID:10000025-1760601600-1760616000@knowledgesourceinc.com
SUMMARY:Microsoft® Excel: Data Analysis With PowerPivot
DESCRIPTION:Microsoft® Excel 2016: Data Analysis With PowerPivot involves the creation of advanced Pivot Tables in Microsoft Excel® using the add-in program\, Power Pivot. Data analysis in Excel is limited to using data list or table sources constructed as flat-file databases. With Excel being a spreadsheet program and not a relational database\, trying to connect to multiple data sources for advanced Pivot Table creation is not theoretically possible. By using the Power Pivot add-in program\, Excel power users can now create effective data models that permit the connection to multiple data tables invariably linked by way of a relational join. Pivot Tables\, thus\, can be much more robust as they can be derived from a variety of data source tables. In addition\, there are very powerful calculations that can be created from functions categorized as Data Analysis Expressions\, or DAX functions. The Excel power user can also create both calculated fields as well as summary calculations known as Measures. These Measures can also be expressed ironically in the form of KPI’s\, or Key Performance Indicators\, which essentially are graphics depicted by logical conditions. \nCourse Objectives: \n\nReview of Pivot Table basics\nUnderstanding Relational Databases\nCreating a Data Model in Power Pivot\nDeveloping Data Relationships\nCreating Pivot Tables from the Power Pivot data model\nCreating calculated fields\nCreating summary calculations (measures)\nUsing DAX functions\nUtilizing Key Performance Indicators (KPI’s)\n\nCourse Outline: \nGetting Started with Power Pivot\nReview of Pivot Tables\nData Normalization\n\nExploring a Relational Data Diagram\nDeveloping a Data Model in Power Pivot\nCreating Data Relationships\nCreating a Pivot Table from the Data Model\n\nWorking with Calculations\nCreating a Calculated Column\nCreating a Summary Calculation Measure \nExploring Data Analysis Expressions\nCreating a DAX function\nUsing DAX functions in Pivot Table reports \nWorking with Advanced Functionality in Power Pivot\nAdding an Excel table to the Data Model\nWork with Dates and Time in Power Pivot \nCreating Key Performance Indicators (KPI’s)\nVisualizing Measures\nExploring various KPI options \nKnowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://knowledgesourceinc.com/event/microsoft-excel-2016-data-analysis-with-powerpivot-4
LOCATION:Virtual Live
CATEGORIES:powerpivot
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Europe/London:20251009T130000
DTEND;TZID=Europe/London:20251009T170000
DTSTAMP:20250815T175640Z
CREATED:20250815T174904Z
LAST-MODIFIED:20250815T175640Z
UID:10000024-1760014800-1760029200@knowledgesourceinc.com
SUMMARY:Microsoft Excel® Power Query
DESCRIPTION:Description \nThis four-hour course is designed to teach you how to use Power Query in Excel for data transformation\, cleaning\, and automation. By the end of the course\, you will be proficient in importing\, reshaping\, merging\, and automating your data workflows\, allowing you to work more efficiently and effectively with large datasets. You will also be able to create repeatable data processes that can be refreshed with ease\, saving you time and effort. \nLearning Objectives: \nBy the end of this course\, participants will be able to: \nUnderstand what Power Query is and when to use it \nConnect to and import data from various sources \nClean\, reshape\, and transform data \nCombine data from multiple tables/files \nAutomate data preparation steps \nLoad data into Excel for analysis \nTarget Audience: \nExcel users who regularly work with data \nAnalysts\, accountants\, project managers\, and admin staff \nAnyone who wants to automate and streamline data cleaning \nIntroduction\nOverview of the workbook and course objectives\nSection 1: Power Query Overview \nIntroduction to Power Query and its key benefits\nAccessing Power Query in Excel\nComparison between Power Query and manual Excel methods\nSection 2: Data Cleaning & Transformation\nTools and concepts for cleaning and transforming data\nCommon data cleaning tasks\nSection 3: Combining Data\nMerging and appending queries\nPractical example of combining data from multiple sources\nSection 4: Advanced Techniques & Automation\nCreating custom columns\nGrouping data\nUsing parameters for dynamic queries\nAutomating data refresh\nOptimizing Power Query performance
URL:https://knowledgesourceinc.com/event/microsoft-excel-power-query-2
LOCATION:Virtual Live
CATEGORIES:Excel Power Query
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20251002T083000
DTEND;TZID=America/New_York:20251002T161500
DTSTAMP:20250821T031708Z
CREATED:20250815T173537Z
LAST-MODIFIED:20250821T031708Z
UID:10000022-1759393800-1759421700@knowledgesourceinc.com
SUMMARY:Advanced Excel for Financial Professionals:  Tools to Automate\, Analyze\, and Audit Financial Data
DESCRIPTION:Course Description: \nAdvanced Excel for Financial Professionals:   Tools to Automate\, Analyze\, and Audit Financial Data is designed specifically for accounting professionals who want to deepen their Excel skills for financial reporting\, data analysis\, and process automation. Participants will explore essential Excel tools and techniques used by CPAs to clean\, analyze\, and summarize financial data efficiently. Topics include PivotTables and PivotCharts\, VLOOKUP and XLOOKUP\, Data Validation\, Conditional Formatting\, Macros and VBA\, Power Query\, and Power Pivot. Through practical exercises and a final capstone challenge\, learners will gain the skills to automate routine tasks\, audit-proof spreadsheets\, and deliver insightful\, professional-grade reports. \nCourse Objectives: \nBy the end of this course\, participants will be able to: \n\nSummarize and visualize large volumes of financial data using PivotTables and PivotCharts.\nUse VLOOKUP and XLOOKUP to cross-reference accounting records across multiple datasets.\nApply Data Validation techniques to prevent entry errors and ensure consistency.\nHighlight risks\, outliers\, and key metrics using Conditional Formatting.\nRecord and edit Macros to automate repetitive month-end close tasks.\nClean and consolidate financial exports using Power Query.\nBuild Data Models and perform scenario analysis with Power Pivot and What-If Analysis tools.\nIntegrate all tools into an automated\, audit-ready financial summary.\n\nCourse Outline: \nModule 1: PivotTables and PivotCharts – Summarizing Financial Data \n\nCreating dynamic PivotTables\nCustomizing PivotCharts\nUsing slicers for interactive dashboards\n\nModule 2: Lookup Functions – Cross-Referencing Data with VLOOKUP & XLOOKUP \n\nVLOOKUP vs. XLOOKUP\nError handling and validation use cases\n\nModule 3: Data Validation – Ensuring Clean\, Audit-Ready Spreadsheets \n\nDrop-down lists and custom rules\nNumeric and date validation\nPreventing inconsistent data entry\n\nModule 4: Conditional Formatting – Highlighting Risks and Exceptions \n\nBuilt-in rules and custom formulas\nIcon sets\, data bars\, and color scales\nAdvanced formatting for exception reporting\n\nModule 5: Macros & VBA – Automating Month-End Close Tasks \n\nRecording and running macros\nEditing basic VBA\nAssigning macros to buttons\n\nModule 6: Power Query – Cleaning and Consolidating Financial Exports \n\nImporting and transforming data\nMerging queries\nAutomating data cleanup\n\nModule 7: Power Pivot and What-If Analysis – Advanced Forecasting and Modeling \n\nBuilding Data Models\nGoal Seek\, Scenario Manager\, and Data Tables\nSensitivity analysis and financial planning\n\nFinal Challenge: Building an Automated Financial Summary \n\nEnd-to-end case project integrating all tools\nHands-on financial dashboard with forecasting features\n\nAppendices: \n\nA: Excel Shortcut Cheat Sheet\nB: Glossary of Key Terms
URL:https://knowledgesourceinc.com/event/advanced-excel-for-financial-professionals-tools-to-automate-analyze-and-audit-financial-data
LOCATION:Virtual Live
CATEGORIES:Advanced Excel CPAs
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250929T080000
DTEND;TZID=America/New_York:20251003T163000
DTSTAMP:20250815T173428Z
CREATED:20250815T172949Z
LAST-MODIFIED:20250815T173428Z
UID:10000021-1759132800-1759509000@knowledgesourceinc.com
SUMMARY:Risk Management Professional (PMI-RMP) Exam Prep Course
DESCRIPTION:This course runs from 8:00 a.m. – 4:30 p.m. each day except Friday which is from 8:00 a.m. – 12:00 p.m. (4.5 Days) \n  \nUnlike the PMP® Certification Prep course which is primarily designed to help candidates pass the exam\, this class is also for project managers who want a comprehensive course covering all aspects of Risk Management. Participants are not required to register for the exam to attend this course. With your advanced skills in risk management\, you perform a specialized function attuned to the needs of a project environment that is increasingly global\, virtual and complex. The PMI Risk Management Professional (PMI-RMP)® highlights your ability to identify and assess project risks\, mitigate threats and capitalize on opportunities. Gain and Maintain your PMI-RMP: \n\nThe certification exam has 170 multiple-choice questions and you have 3.5 hours to complete it.\nTo maintain your PMI-RMP\, you must earn 30 professional development units (PDUs) in risk management topics every three years.\n\n  \nPrerequisites to Sit for the Exam: \n\nFour-year degree (bachelor’s degree or the global equivalent).\n3\,000 hours of project risk management experience.\n30 hours of project risk management education.\n\nCourse Overview:\nPrepare for the PMI® Risk Management Professional certification exam (PMI-RMP®) through this four day and a half day\, instructor led course. This course offers an in-depth look at risk management through a PMI® perspective\, and is delivered in a combination of lecture and hands-on learning format. \nIn addition to classroom instruction\, Knowledge Source Inc. offers an engaging online version of the course\, designed to enhance learning through interactive activities. \nAfter the class\, you’ll receive one full year of access to our guided online learning platform—complete with all course materials\, practice exam questions\, quizzes\, flashcards\, and more. \nThe best part? We’ve integrated an AI-powered tutor to help you prepare at your peak for exam day. This smart tool can guide your study plan\, explain tricky concepts\, and give you personalized practice—making your learning more efficient and effective. \nHere’s a look at what it can do for you (I’m genuinely excited about some of these AI features—they’re a real game-changer!): \n\nInteractive Q&A\n\nStudents can ask natural-language questions about the course content.\nAI provides immediate\, context-relevant explanations.\nWorks like a chat-based tutor embedded in the lesson.\n\n\nConcept Clarification\n\nBreaks down difficult terms and processes into simpler explanations.\nCan give real-world examples to make abstract concepts easier to grasp.\n\n\nGuided Practice\n\nCan help solve practice questions step-by-step instead of just showing the correct answer.\nOffers hints before revealing solutions.\n\n\nPersonalized Learning Support\n\nIdentifies weak areas from a learner’s performance data.\nSuggests targeted study material\, quizzes\, and labs to improve those areas.\n\n\nOn-Demand Summaries\n\nCan summarize long lessons\, labs\, or chapters into concise points for quick revision.\n\n\nExam Prep Assistance\n\nGenerates custom practice tests based on topics the learner needs most help with.\nCan explain why an answer is correct or incorrect.\nUse it as a 24/7 study helper for instant explanations.\nPrepare for exams without waiting for instructor feedback.\n\n\n\n\n\n\nGet confidence before attempting graded assessments.\n\n\n\nPrerequisites: \nFamiliarity with project management concepts and working experience with project management are required. Those who have earned the PMP® credential are at a specific advantage for earning their PMI-RMP®; however\, being a PMP® is not a prerequisite for attending. Working knowledge of office productivity tools is desirable but not essential. Experience with a specific project management software tool is not required. Target Student: This course will benefit anyone interested in learning the fundamentals of managing risk\, and will focus on those preparing for PMI’s® certification exam and obtaining the PMI-RMP® credential. The final day will end with a full length practice exam and question review. \nCourse Syllabus: \nChapter 1:  Project and Risk Framework \n\nProject versus operations\nKey definitions\nLife cycles\nProject management process groups\nAdditional life cycle terms\nProject environment\nRisk\n\nChapter 2:  Risk Management Planning \n\nPlan risk management process overview\nIntroduction to the risk register\n\nChapter 3:  Stakeholder Communication and Engagement \n\nStakeholder management\nCommunications management\nTheories and concepts\n\nChapter 4:  Risk Identification \n\nIdentify risks process overview\n\nChapter 5:  Risk Analysis \n\nIntroduction to risk analysis\nPerform qualitative risk analysis process overview\nPerform quantitative risk analysis process overview\n\nChapter 6:  Risk Response \n\nPlan risk response process overview\n\nChapter 7:  Risk Monitoring and Control \n\nControl risks process overview
URL:https://knowledgesourceinc.com/event/risk-management-professional-pmi-rmp-exam-prep-course
LOCATION:Duke Energy – Charlotte\, NC
CATEGORIES:Risk,Risk Management Professional
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250925T080000
DTEND;TZID=America/New_York:20250925T120000
DTSTAMP:20250815T172904Z
CREATED:20250815T172400Z
LAST-MODIFIED:20250815T172904Z
UID:10000020-1758787200-1758801600@knowledgesourceinc.com
SUMMARY:Microsoft Excel® Power Query
DESCRIPTION:Description \nThis four-hour course is designed to teach you how to use Power Query in Excel for data transformation\, cleaning\, and automation. By the end of the course\, you will be proficient in importing\, reshaping\, merging\, and automating your data workflows\, allowing you to work more efficiently and effectively with large datasets. You will also be able to create repeatable data processes that can be refreshed with ease\, saving you time and effort. \nLearning Objectives: \nBy the end of this course\, participants will be able to: \n\n\nUnderstand what Power Query is and when to use it \n\n\nConnect to and import data from various sources \n\n\nClean\, reshape\, and transform data \n\n\nCombine data from multiple tables/files \n\n\nAutomate data preparation steps \n\n\nLoad data into Excel for analysis \n\n\nTarget Audience: \n\n\nExcel users who regularly work with data \n\n\nAnalysts\, accountants\, project managers\, and admin staff \n\n\nAnyone who wants to automate and streamline data cleaning \n\n\n\nIntroduction\n\nOverview of the workbook and course objectives\n\n\nSection 1: Power Query Overview\n \n\nIntroduction to Power Query and its key benefits\nAccessing Power Query in Excel\nComparison between Power Query and manual Excel methods\n\n\nSection 2: Data Cleaning & Transformation\n\nTools and concepts for cleaning and transforming data\nCommon data cleaning tasks\n\n\nSection 3: Combining Data\n\nMerging and appending queries\nPractical example of combining data from multiple sources\n\n\nSection 4: Advanced Techniques & Automation\n\nCreating custom columns\nGrouping data\nUsing parameters for dynamic queries\nAutomating data refresh\nOptimizing Power Query performance
URL:https://knowledgesourceinc.com/event/microsoft-excel-power-query
LOCATION:Virtual Live
CATEGORIES:Excel Power Query
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250918T080000
DTEND;TZID=America/New_York:20250918T161500
DTSTAMP:20250815T172308Z
CREATED:20250815T171823Z
LAST-MODIFIED:20250815T172308Z
UID:10000019-1758182400-1758212100@knowledgesourceinc.com
SUMMARY:Extreme Microsoft® Excel: Functions and Features for the Power User
DESCRIPTION:Course Description:\nThis advanced-level course is designed for Excel power users who want to maximize their command of functions\, formulas\, and data analysis tools to drive high-level business insights. Participants will dive deep into a broad spectrum of Excel’s most powerful function categories—including Math & Trig\, Date & Time\, Text\, Lookup & Reference\, Statistical\, Financial\, Logical\, and Information. \nThrough hands-on exercises and real-world examples\, attendees will construct complex profitability formulas and apply advanced tools that support strategic decision-making and financial analysis. This course is ideal for finance professionals\, analysts\, and other Excel-savvy users seeking to sharpen their skills and leverage Excel’s full potential. \n\nCourse Highlights:\nKey Functions Covered: \n\n\nStatistical & Logical: FORECAST\, AVERAGE\, COUNT\, COUNTBLANK\, RANK\, SUMIF\, SUMIFS\, ROUND\, INT\, ISTEXT\, ISNUMBER \n\n\nLookup & Reference: VLOOKUP\, LOOKUP\, INDEX\, MATCH \n\n\nFinancial: PMT\, FV\, PV\, IPMT\, PPMT\, CUMIPMT\, CUMPRINC \n\n\nText: CONCATENATE\, LEFT\, RIGHT\, MID\, SUBSTITUTE\, LEN\, UPPER\, LOWER\, VALUE\, TRIM \n\n\nDate & Time: DATE and related functions \n\n\nBusiness Metrics & Ratios: \n\n\nCurrent Ratio \n\n\nNet Working Capital \n\n\nReturn on Assets (ROA) \n\n\nProfit Margin \n\n\nEarnings Per Share (EPS) \n\n\nDebt to Equity Ratio \n\n\nAsset Turnover Ratio \n\n\nPrice to Earnings (P/E) Ratio \n\n\nAdvanced Tools & Features: \n\n\nCustom Charting: Column Charts\, 3D-Column\, 3D-Pie\, Combination Bar & Line Charts with Secondary Axes\, Pie of Pie \n\n\nData Tools: Data Validation\, Go To Special\, Paste Special\, Text to Columns\, Remove Duplicates \n\n\nKnowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://knowledgesourceinc.com/event/extreme-microsoft-excel-functions-and-features-for-the-power-user-5
LOCATION:Virtual Live
CATEGORIES:Excel Extreme
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250915T080000
DTEND;TZID=America/New_York:20250919T170000
DTSTAMP:20250826T194528Z
CREATED:20250815T171032Z
LAST-MODIFIED:20250826T194528Z
UID:10000018-1757923200-1758301200@knowledgesourceinc.com
SUMMARY:Duke Energy PMP Boot Camp - Raleigh\, NC
DESCRIPTION:This PMP® Exam Prep Course Includes:\nProject Management Professional (PMP®) Exam Prep Course Includes Two Sets of Materials with over 1\,700 question exam simulators\, certified instructors and unlimited support during and after the class! \nElectronic Text 1: The PMP® Exam Success Series: Bootcamp Manual which compliments the PMBOK® Guide – Sixth Edition – complete with a 700 question exam simulation application. \n(Updated for the January 2\, 2021 PMP® Exam) The Crosswind Success Series: PMP® Exam Bootcamp Manual with Exam Simulation Application (V6.1) provides a foundation for the Project Management Professional (PMP)® Exam product line. This manual compliments the PMBOK® Guide for PMP® exam success and comes complete with a 200 question ONLINE exam simulation application and 50/100 question ITTO (inputs\, tools & techniques\, outputs) exams created with over 1\,400 ITTO questions in the database. \n\nCovers PEOPLE\, PROCESSES\, BUSINESS ENVIRONMENT and AGILE/HYBRID.\nCovers all knowledge areas as well as the five process groups.\nContains 530 exam format sample questions (330 questions in the printed book\, 200 questions online in the exam sim app).\nIncludes over 60+ videos for every process\, knowledge area\, process group\, earned value\, and forward backward pass.\nIncludes online content to enhance study as well as exam application tools.\nPresents clear\, identifiable formulas with memorization keys.\nIncludes 2 color\, double sided quick reference guides\nOffers online access to one of the most up-to-date learning materials available.\n\nElectronic Text 2: PMP Exam Prep: Questions\, Answers\, & Explanations: \n\n1000+ Practice Questions with Detailed Solutions.\n8 condensed mock exams that can be completed in one hour.\n8 targeted tests on the PMBOK® Guide – Seventh Edition Knowledge Areas and Code of Ethics.\nCovers all knowledge areas as well as the five process groups.\nClear explanations and wording\nPMBOK® Guide – Seventh Edition page references\nReasoning based on the PMBOK® Guide – Seventh Edition\n\nPMP Requirements \nThe Project Management Institute requires that you meet some initial requirements before you are eligible to sit for the PMP Certification exam. \nHigh School Diploma\, Associate’s Degree or Global Equivalent \n\nMinimum of 60 months of unique non-overlapping professional project management experience\n35 contact hours of formal project management education (satisfied by KSI’s Boot Camp)\n\n-OR- \nBachelor’s Degree (Four-year Degree) or Global Equivalent \n\nMinimum of 36 months of unique non-overlapping professional project management experience\n35 contact hours of formal project management education\n\n-OR- \n*Bachelor’s Degree or Post-Graduate Degree from a GAC accredited program (Bachelor’s Degree or Master’s or Global Equivalent) \n\nMinimum of 24 months of unique non-overlapping professional project management experience\n\n35 Hours of Project Management-oriented Education \n\nThere is no time limit for this requirement.\nCollege classes as well as professional education classes such as Leadership\, Quality Control\, Agile\, and many others will satisfy this requirement.\n\n\nCancellation Policy: Students must cancel or reschedule within 15 business days of the first day of PMP® certification courses; otherwise\, the full tuition will be charged for the course. \nFor more information regarding refund\, concerns\, and/or program cancellation policies please contact our offices at 919-878-7100 or email info@knowledgesourceinc.com. \n\nKnowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Concerns regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.
URL:https://knowledgesourceinc.com/event/duke-energy-pmp-boot-camp-raleigh-nc-2
LOCATION:Duke Energy – Raleigh\, NC
ORGANIZER;CN="Kathy M. Caldwell":MAILTO:kathy.caldwell@knowledgesourceinc.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250911T083000
DTEND;TZID=America/New_York:20250911T161500
DTSTAMP:20250815T170959Z
CREATED:20250815T170612Z
LAST-MODIFIED:20250815T170959Z
UID:10000017-1757579400-1757607300@knowledgesourceinc.com
SUMMARY:Microsoft® Excel: Data Tables & PivotTables Featuring PowerPivot
DESCRIPTION:Course Description:\nThis hands-on course is ideal for professionals with a working knowledge of Excel who are ready to take their data analysis skills to the next level. \nIn the first half\, participants will reinforce foundational skills in working with Excel data lists and tables\, including sorting\, filtering\, and subtotaling. Building on these essentials\, the course introduces PivotTables—starting with basic\, one-dimensional designs and progressing to multi-dimensional PivotTables enhanced by filters\, slicers\, and Pivot Charts. \nThe second half focuses on PowerPivot\, a powerful Excel Add-In that extends the capabilities of traditional PivotTables. Participants will learn to perform advanced calculations\, group and manage large data sets efficiently\, and connect to external data sources to create robust\, scalable reports. \n\nCourse Highlights:\n\n\nIdentify and structure Excel data lists \n\n\nPerform basic and complex sorting techniques \n\n\nApply filters and subtotal functions to analyze data \n\n\nConvert standard data lists into Excel Tables \n\n\nCreate and customize one-dimensional and multi-dimensional PivotTables \n\n\nReorganize PivotTable data for dynamic views \n\n\nUse filters and slicers to enhance interactivity \n\n\nDevelop visually engaging Pivot Charts \n\n\nUtilize PowerPivot for: \n\n\nAdvanced calculations \n\n\nGrouping and summarizing large data sets \n\n\nConnecting to external data sources \n\n\nDesigning and distributing professional-level reports
URL:https://knowledgesourceinc.com/event/microsoft-excel-2016-data-tables-pivottables-featuring-powerpivot-4
LOCATION:Virtual Live
CATEGORIES:Data Tables
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250906T080000
DTEND;TZID=America/New_York:20251106T120000
DTSTAMP:20250815T182812Z
CREATED:20250815T182359Z
LAST-MODIFIED:20250815T182812Z
UID:10000030-1757145600-1762430400@knowledgesourceinc.com
SUMMARY:Microsoft Excel® Power Query
DESCRIPTION:Description \nThis four-hour course is designed to teach you how to use Power Query in Excel for data transformation\, cleaning\, and automation. By the end of the course\, you will be proficient in importing\, reshaping\, merging\, and automating your data workflows\, allowing you to work more efficiently and effectively with large datasets. You will also be able to create repeatable data processes that can be refreshed with ease\, saving you time and effort. \nLearning Objectives: \nBy the end of this course\, participants will be able to: \n\n\nUnderstand what Power Query is and when to use it \n\n\nConnect to and import data from various sources \n\n\nClean\, reshape\, and transform data \n\n\nCombine data from multiple tables/files \n\n\nAutomate data preparation steps \n\n\nLoad data into Excel for analysis \n\n\nTarget Audience: \n\n\nExcel users who regularly work with data \n\n\nAnalysts\, accountants\, project managers\, and admin staff \n\n\nAnyone who wants to automate and streamline data cleaning \n\n\n\nIntroduction\n\nOverview of the workbook and course objectives\n\n\nSection 1: Power Query Overview\n \n\nIntroduction to Power Query and its key benefits\nAccessing Power Query in Excel\nComparison between Power Query and manual Excel methods\n\n\nSection 2: Data Cleaning & Transformation\n\nTools and concepts for cleaning and transforming data\nCommon data cleaning tasks\n\n\nSection 3: Combining Data\n\nMerging and appending queries\nPractical example of combining data from multiple sources\n\n\nSection 4: Advanced Techniques & Automation\n\nCreating custom columns\nGrouping data\nUsing parameters for dynamic queries\nAutomating data refresh\nOptimizing Power Query performance
URL:https://knowledgesourceinc.com/event/microsoft-excel-power-query-3
LOCATION:Virtual Live
CATEGORIES:Excel Power Query
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250904T083000
DTEND;TZID=America/New_York:20250904T161500
DTSTAMP:20250815T170537Z
CREATED:20250815T170112Z
LAST-MODIFIED:20250815T170537Z
UID:10000016-1756974600-1757002500@knowledgesourceinc.com
SUMMARY:Microsoft® Power BI® Data Analytics Introduction
DESCRIPTION:Course Description: \nThis course involves the creation of exploration\, analysis\, and reporting of data insights and trends using the Microsoft Power BI® software. Power BI was built to connect to a wide range of data sources and allows users to quickly create visualizations of connected data to gain such insights\, trends\, and reports. Power BI’s data connection capabilities and visualization features go far beyond those that can be found in spreadsheets\, allowing users to create compelling and interactive worksheets\, dashboards\, and stories that bring data to life and turn data into thoughtful action. \nCourse Highlights: \n\nAnalyze data with self-service BI.\nConnect to data sources.\nPerform advanced data modeling and shaping.\nVisualize data with Power BI.\nEnhance data analysis.\nModel data with calculations.\nCreate interactive visualizations.\nPerform advanced analysis.\nPublish and share reports and dashboards.\nExtend access to Microsoft Power BI.
URL:https://knowledgesourceinc.com/event/microsoft-power-bi-data-analytics-introduction
LOCATION:Virtual Live
CATEGORIES:Microsoft Power BI
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250827T083000
DTEND;TZID=America/New_York:20250828T171500
DTSTAMP:20250815T165033Z
CREATED:20250815T164536Z
LAST-MODIFIED:20250815T165033Z
UID:10000014-1756283400-1756401300@knowledgesourceinc.com
SUMMARY:Microsoft® Excel Crash Course: Learn Excel in Two Days!
DESCRIPTION:This is a fast-paced course and is designed for those who have been using Excel (any version) at a basic level\, as well as those who are self-taught and want to learn short cuts and tips\, plus some of the more advanced features. Packed full of information\, topics range from fundamentals (using shortcuts) through advanced topics. The topics in this class are the most often-used and are a combination of features taught in the Foundations\, Intermediate and Advanced Topics courses. \nCourse Outline: \nUse the Excel Ribbon\nContextual Tabs\nQuick Access Toolbar\nShortcut menus\nChanging views \nEntering Data Into a Worksheet\nEntering text (labels)\nEditing text with the formula bar\nReplacing contents of cells\nUsing delete\, undo/redo\nUsing AutoFill to enter data\nCustomize AutoFill\nUse a List to enter data \nUsing a Simple Formula\nResizing the Formula Bar\nEnter a Formula using the keyboard\nEnter a cell or Range Reference using the mouse\nUsing AutoSum to calculate totals\nUsing Relative References\nUsing Absolute References \nUsing Simple Functions\nEnter a function directly\nUsing AutoComplete to create formulas\nTurn Formula Autocomplete on and off\nInsert other functions using AutoSum button\nUsing AutoCalculate to do a calculation without a formula \nAdjusting Rows and Columns\nAdjust Rows and columns using the mouse and the Menu\nHide/Unhide rows and columns\nFreeze a column or a row\nSplit a worksheet into panes \nFormatting Cells Using Ribbons\nChange the font and font properties\nAlign data in a cell\nIndent data in a cell\nMerge cells\nChange numbers to percentages\nIncrease/decrease decimal places\nCopy a format using Format Painter \nCreating A Chart\nHow To Insert a Chart\nHow To Move a Chart\nHow To Resize a Chart\nHow To Change The Chart Type\nHow To Add\, Edit or Remove a Chart Data Source\nHow To Swap Labels In The Legend With The Horizontal Axis\nHow To Change The Order Of a Data Series\nHow To Move An Existing Chart To a New Worksheet \nFormatting a Chart\nHow To Select a Chart Element\nHow To Format The Chart Elements\nHow To Format Text In a Chart Using WordArt\nHow To Change The Text Orientation\nHow To Change The Color Of a Chart Element\nHow To Create a Combination Of Chart Types\nHow To Create a Pie Chart\nHow To Set The 3-D Rotation\nHow To Explode a Wedge In A Pie Chart\nHow To Create a Picture Chart \nSetting Up a Page and Printing\nHow To Insert And Remove a Page Break\nHow To Set And Clear The Print Area\nHow To Change The Margin In The Page Layout View\nHow To Change The Page Orientation\nHow To Change The Scaling\nHow To Change The Paper Size\nHow To Change The Page Margin\nHow To Align To The Center Of The Page\nHow To Add A Header / Footer\nHow To Add An Image As a Watermark \nPreviewing and Printing\nHow To Preview The Print\nHow To Print Active Sheets\nHow To Print Selected Cells\nHow To Print A Chart\nHow To Print Multiple Copies \nCreating Tables\nHow To Create a Table\nHow To Change The Style Of a Table\nHow To Create A New Table Style\nHow To Show Or Hide Table Elements\nHow To Create A Calculation In a Table\nHow To Insert And Delete A Table Row\nHow To Resize a Table\nHow To Convert A Table To a Range\nHow To Sort The Data In a Table\nHow To Perform Multiple Sort\nHow To Customize The Sort Order \nUsing The AutoFilter\nHow To Enable / Disable The AutoFilter\nHow To Apply / Remove The Filter\nHow To Customize The Filter \nUsing The Advanced Filter\nHow To Define The Criteria Range\nHow To Use The Advanced Filter \nCreating a PivotTable\nHow To Create a PivotTable\nUpdating a PivotTable\nHow To Update The Information In a PivotTable\nHow To Change The Layout Of a PivotTable\nHow To Add An Information Field To a PivotTable\nHow To Arrange Information In a PivotTable\nHow To Filter The Report In a PivotTable\nHow To Filter Specific Records \nExploring What-If Tables\nHow To Create a One Variable What-If Table\nHow To Create a Two Variables What-If Table \nUsing Scenarios\nHow To Create Scenarios\nHow To Apply a Scenario \nImplementing Problem Solving\nHow To Use The Goal Seek Tool\nHow To Load Add-Ins\nHow To Use The Solver Tools \nValidating\, Protecting\, and Auditing Forms and Templates\nUsing Data Validation And Tracing Invalid Data\nHow To Validate Data Input\nHow To Compose A Data Input Message\nHow To Create An Error Alert Message\nHow To Circle Invalid Data \nProtecting Worksheet Styles\, Contents And Elements\nHow To Protect The Worksheet\nHow To Unprotect The Worksheet\nHow To Unlock Cells For Editing In A Protected Sheet\nHow To Hide A Cell Formula\nHow To Set A Password To Edit A Specific Range\nHow To Grant Selected Users Permission To Edit A Range Without A Password \nAuditing Worksheets And Tracing Cell References\nHow To Find Cells That Provide Data To An Active Cell (Precedents)\nHow To Find Cells That Are Referred To By An Active Cell (Dependents)\nHow To Correct Calculation Errors\nHow To Set Error Checking Options\nHow To Scan And Correct All Errors\nHow To Use The Watch Window \nWorking with Advanced Formatting\, Styles and Outlining\nCustomizing The Appearance Of Data With Advanced Formatting\nHow To Use The Built-In Number Formats\nHow To Customize The Number Format\nHow To Customize The Date Format \nUsing Conditional Formatting\nHow To Use The Conditional Formatting To Highlight Cells\nHow To Use The Data Bars\nHow To Use The Color Scales\nHow To Use The Icon Sets\nHow To Edit The Rules\nHow To Change The Precedence Of The Rules\nHow To Stop A Rule\nHow To Clear The Rules \nUsing Data Outlining\nHow To Create An Outline Automatically\nHow To Remove An Outline\nHow To Create An Outline Manually\nHow To Use A Subtotal To Create An Outline\nHow To Show / Hide Details Using Outline Symbols \nWorking With Multiple Worksheets and Workbooks\nManaging Data in Multiple Worksheets\nHow To Select Adjacent Worksheets\nHow To Select Non-Adjacent Worksheets\nHow To Enter Data Into Multiple Worksheets \nUsing Range Names\nHow To Define Names Quickly\nHow To Define A Range Name Manually\nHow To Define A 3-D Range Using The Menu\nHow To Manage Names Using The Name Manager\nHow To Redefine The Cell References For A Range Name\nHow To Insert A Name In A Formula \nCombining Worksheets And Data From Different Workbooks\nHow To Consolidate Data\nHow To Move Or Copy Worksheets to Another Workbook\nLinking Information From Different Worksheets And Workbooks\nHow To Link Information Using Copy And Paste Link\nHow To Update A Link \nUsing Advanced Functions\nUsing Financial Functions\nHow To Use The PMT Function\nHow To Use The ABS Function \nUsing Logical Functions\nHow To Use A Logical Test\nHow To Use The IF Function To Return A Text\nHow To Use The IF Function To Return A Value\nHow To Use A Nested IF Function\nHow To Use The OR Function\nHow To Use The AND Function\nHow To Use the COUNTIF Function \nUnderstanding Macros\nHow To Record A New Macro\nHow To Run A Macro\nHow To Create A Run Macro Button On The Quick Access Toolbar \nIMPORTANT INFORMATION ABOUT PARTICIPATION:  As part of our sponsorship with NASBA\, we have agreed to provide at least three (3) instances of engagement per CPE hour (50 minutes).  These may come in the form of open-ended questions\, hand-raising\, polling\, and other techniques.  You MUST answer or respond to all three opportunities to engage in order to receive credit for that CPE hour.   Knowledge Source Inc. retains these responses after all CPE classes for audit purposes. \nKnowledge Source Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
URL:https://knowledgesourceinc.com/event/microsoft-excel-crash-course-learn-excel-in-two-days-2
LOCATION:Virtual Live
CATEGORIES:Excel Crash
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