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Analyze Your Sales & Marketing Activities With Power BI Webinar

CPE

When
April 16
3:00 - 5:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
CXOPBI112W2
Level
Update
Prerequisites
None
Note

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.

Description

Upon completion of this course you will . . .

  • Understand how the Microsoft BI tools can be used to analyze and report on your sales and marketing activities
  • Learn about different ways to analyze your sales and marketing data
  • Be prepared to develop your strategy for providing sales and marketing analysis reporting


Highlights

The following topics will be covered in this course:

  • Overview of the data analysis and dashboard presentation process
  • Review of the Microsoft Power BI tools: PowerPivot, Power BI Desktop and Power BI Services
  • Case study applications for analyzing you sales & marketing operations
    • Customer profitability analysis
    • Sales and marketing performance analysis
    • Retail sales analysis
  • Discussion of real life challenges with performing data analytics




Speaker(s)

Pamela W. Baker, CPA, CGFM

Partner

Barbacane Thornton & Company LLP

 

Ms. Pamela W. Baker, audit partner, is responsible for the firm’s development and administration of the nonprofit and governmental client base. She is a 1980 graduate of Lynchburg College and is a certified public accountant licensed to practice in Pennsylvania, Delaware, Maryland and North Carolina.

Ms. Baker has, for over thirty years, devoted her career to the governmental field. As a Virginia state auditor, she served on local government unit task force to implement a statewide uniform chart of accounts. Additionally, she was involved in the federally mandated pilot program for implementation of the Single Audit Act of 1984.

Ms. Baker successfully advanced to a supervisory level with the organization, responsible for supervising a six-person audit team conducting financial and compliance audits of major universities, hospitals and cities. Ms. Baker then relocated to a position in public accounting to a North Carolina firm with municipal and nonprofit clients. In her four-year tenure, she was responsible for standardizing the audit department, ensuring compliance with federal, state and local guidelines and for further development of a market niche in government and nonprofits. At the time of her resignation, Ms. Baker had successfully contracted with the county government, including all local municipalities. She successfully assisted the first municipality in the area to secure the Certificate of achievement for Excellence in Financial Reporting issued by the Government Finance Officers Association.

 


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