From Numbers to Narratives: Mastering Data Analysis for CPAs
Online
2.00 Credits
Member Price $89.00
Non-Member Price $124.00
Overview
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. “From Numbers to Narratives: Mastering Data Analysis for CPAs” explores the “why” behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive.
This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications - such as Excel, Power Query, Power BI, OneDrive, and Teams - can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Objectives
After attending this presentation, you will be able to...
- Identify the reasons why CPAs must transition from compliance-focused work to data-driven advisory roles.
- Recognize the core tools within Microsoft 365 that support effective data analysis and collaboration.
- Distinguish between compliance reporting and data storytelling to better comprehend how insights influence decision-making.
Highlights
The major topics that will be covered in this course include:
- The Evolving Role of CPAs in a Data-Driven World
- Why Data Analysis Matters for CPAs
- Key Data Analysis Skills and Concepts for CPAs
- Leveraging Microsoft 365 Tools for Data Analysis
- Building a Data Analytics Mindset
Designed For
This course is designed for accounting professionals across all career levels - students, staff accountants, managers, directors, and partners - whether in public practice or corporate accounting.
Prerequisites
None
Preparation
None
Notice
You will receive an email from CPA Crossings via Webex with instructions to access the webinar.
Leader(s):
Leader Bios
Bryan Smith, CPA Crossings LLC
Bryan serves as a trusted adviser to CPAs in public accounting, as well as business and industry, on all aspects of information technology. Bryan’s expertise includes in-depth knowledge of paperless work flow solutions, the impact of technology on internal controls, strategic IT infrastructure design and information security best practices. As a nationally recognized author and presenter on information technology issues impacting CPAs, Bryan is passionate about the opportunities for CPAs to benefit from safe and secure computing. Qualifications and Experience: •Leadership role in IT consulting services for a top 10 and two top 100 firms over the past 25 years. •Nationally recognized speaker on technology issues impacting the CPA profession, with an emphasis on internal controls, disaster recovery planning and information security. •Specialized knowledge in project management systems •Charter member of the Masters of Science in Information Assurance (MISA), Walsh College, Troy, Michigan •Treasurer of the Microsoft Project Users Group - Michigan •Member of the AICPA CITP (Certified Information technology Professional) Credential Committee •Past Chair of the Michigan Association of CPAs Information Technology Committee and Leadership Committee
Non-Member Price $124.00
Member Price $89.00