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Microsoft PowerBI - Get Started with the Right Data Webinar


Dec. 7
1:00 - 3:00 p.m.

CPE Credits



PICPA Member: $79 | Nonmember: $104

 More Information

Course No.
Working knowledge of Excel features and functions

This webinar is hosted by PICPA's partner, CPA Crossings. After registering, you will receive an email from CPA Crossings with the log-in information.


After attending this presentation, you will …

  • Have a complete understanding of proper data structure
  • Obtain the skills to set up imports from various data sources
  • Reduce your need for manually entering data into Excel


The major topics that will be covered in this class include:

  • Getting data into the correct structure
  • Data sources that you can access
  • Working with multiple tables and data sources
  • Steps to import data for analysis
  • Introduction to Power Query and Get and Transform
This course is #2 in the Microsoft PowerBI series of webinars. Click button below to see suggested viewing order.

View Series Sequence


Bryan L. Smith, CPA.CITP, CISA

Bryan is an author and top-rated presenter of numerous courses on technology related topics for CPAs. He also serves as virtual CIO advisor for CPA firms and professional service organizations. He focuses on helping firm leaders understand the issues and opportunities associated with deploying information technology to improve productivity and enhance client services and increase profitability.

Professional Experience and Credentials

  • Past Chair, MACPA Information Technology Task Force
  • Master of Science in Information Assurance
  • Past Member, AICPA CITP Credential Committee
  • Past Treasurer of the Microsoft Project Users Group (Detroit Chapter)
  • Past Chair, MACPA Leadership Task Force
  • Regional Director in charge of mid-market technology services for top 10 accounting firm
  • Executive Manager of top 100 firm serving as Regional Director of consulting and IT  audit services
  • Former Senior Manager of top 100 firm responsible for developing and leading IT consulting services group
  • Certified Information System Auditor (CISA)
  • Member of the Information System Audit and Control Association
  • Extensive experience in leading world class organizations through mission critical IT systems deployment

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