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An Accountant's Detailed Guide to Databases, Integration, and Data Sharing

Tuesday, Dec. 15
 10:00am - 12:00pm

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4.00 Credits

Member Price $160.00

Price will increase by $20 after 12/8

Non-Member Price $225.00

Price will increase by $20 after 12/8

Overview

Every business professional today needs to know how to work with data. We are all generating more and more data every day. However, only some of us know how it can be effectively leveraged. There are many new opportunities for people who can effectively work with data. From helping their organizations make better decisions to working more effectively on projects to creating integration between applications and automating workflows.

This course will take a longer and more in-depth look at how to use databases, structure data for optimum workflow, and share data between applications. This course teaches you how to effectively use Excel, Power BI, SQL, and other data-related technologies. You’ll also discover how to integrate and share data between different applications. By the end of this course, you’ll be able to utilize databases more effectively and make better decisions based on data analytics. We will go beyond the basics to give you the knowledge you need to start.

Objectives

  • Discuss how to use databases and data-related technologies inside an organization.
  • Explain the central principles of databases, including data structure, keys/constraints, and cardinality.
  • Demonstrate how to connect to a database via Excel Power Query functionality and database management tools (e.g. SSMS, DBeaver, etc.)
  • List the major types of database technologies and their major use cases.
  • Discuss and demonstrate how an Integration-Platform-as-a-Service (iPaaS) tool is used in conjunction with a database to push and pull data throughout an organization.

Highlights

  • Overview of Databases, Integration and Data Sharing
  • Tables & Data Models
  • Getting Started with Databases & SQL
  • Using Power Query to Access and Learn from our Data
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    Designed For

    Financial professionals that want to learn how to work with databases and data more effectively

    Prerequisites

    Basic knowledge of databases and data models will be helpful.

    Preparation

    None

    Notice

    To access this program, log into your CTCPA account at https://www.ctcpas.org/my-cpe/upcoming and click on the orange "Launch Event" button.

Leader(s):

Leader Bios

Steve Yoss Jr., Associate, K2 Enterprises, LLC

Stephen M. Yoss, Jr., MS, CPA, is a visionary CPA and the entrepreneurial mind behind Devmatics, LLC. Starting his tech journey at age 10, Stephen quickly progressed to establish his own IT company at 13 and began crafting software by 15. He holds a dual degree in Accountancy and International Business from Loyola Marymount, complemented by an Masters of Science in Information Systems and Technology with a focus on Geographic Information Systems from Claremont Graduate University.

At the helm of Devmatics since 2017, Stephen specializes in developing tailored software solutions, mobile apps, and sophisticated automation systems to solve complex, critical challenges for a variety of clients. His innovative approach to technology was first applied at his family’s firm, Yoss & Allen, where he revolutionized their technological infrastructure.

As an authoritative speaker and prolific author, Stephen is a powerhouse in professional education, presenting at over 100 events annually and having authored more than 50 CPE courses. His sessions, packed with expertise and actionable insights, cover critical technology topics from cloud computing to preventing data breaches, artificial intelligence, automation, and empowering professionals across the globe.

Stephen’s expertise in the realm of pyrotechnics is equally impressive. As a licensed pyrotechnician, he’s contributed to some of the nation’s most memorable fireworks displays, including the Macy’s July 4th Spectacular and the Golden Gate Bridge’s 75th Anniversary celebrations, the annual Burning Man event, and many other shows around the country. His precision and creativity illuminate the sky, showcasing his dedication to this explosive art form.

When he’s not developing software, enlightening professionals, or lighting up the sky with fireworks, Stephen indulges in his passions for music, community service, and the great outdoors. His commitment to community and adventure is evident, whether he’s at Burning Man or volunteering in his hometown of Big Bear Lake, CA.

Dive deeper into Stephen’s blend of technological innovation, educational contribution, and pyrotechnic artistry at https://yoss.io.

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Non-Member Price $225.00

Member Price $160.00