Back to Search

Roadmap to Excel’s Data Analysis and PowerBI Strategy (FREE) Webinar

CPE

When
Dec. 18
1:30 - 2:30 p.m.

CPE Credits
1-Other

Details

 Pricing

PICPA Member: $0 | Nonmember: $10


 More Information

Course No.
CXOPBI011W1
Level
Overview
Prerequisites
None

Description

We are entering an era where CPAs are expected to have data analytics and business intelligence skills. Why is this happening? What can you do to prepare yourself? This one hour complimentary CPE event will help answer these two important questions. We will explain data analytics and business intelligence from the perspective of a CPA, both in public and private practice. We will provide a clear and concise review of Microsoft’s new Excel and Power BI tools that are built on the Excel platform and provide a roadmap for the most cost-effective way for you to develop these skills.

Highlights

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

  • The importance of data analysis for the CPA
  • A review of Microsoft's Power BI tools
  • A roadmap to learning how to use Excel for advanced data analysis


Speaker(s)

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

You May Also Like

Technology Etiquette Webinar
Jan. 10 | Webinar
...
Excel Lookups: Moving Beyond VLOOKUP Limitations Webinar
Nov. 14 | Webinar
How do you pull a value from a cell into another cell? Do you use a direct cell reference, like =G10? If so, you are probably missing out on some ...
Excel Power User Module 9: PivotTable Wrap-Up and Web Data Webinar
Nov. 14 | Webinar
State the process for displaying PivotTable report values as a percentage of the report total. Identify the default sort order of a PivotTable. Recall three ways to filter ...