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Free cpe webinars
Data Analytics: Implementation, Best Practices and Pilot Projects

DATA ANALYTICS: IMPLEMENTATION, BEST PRACTICES AND PILOT PROJECTS

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Information Technology
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Implementing a data analytics program is difficult, which is why over 50% of implementations fail. This course will discuss best practices for implementing a data analytics program to increase your chances of success.

We will demonstrate two pilot projects via a Data Analytics Workflow and Power BI tools - Power Query, Power Pivot, and Power BI Desktop. Also discussed is “Agile Project Management” as the methodology to aid in your implementations.

Lesson Objectives: 


  • Identify challenges and best practices in implementing data analytics

  • Recognize skills processes and tools needed for a data analytics implementation

  • Identify two pilot projects created using Power Query, Power Pivot, Power BI, including visualizations

Linkedin

Virginia Collins

Data Accountant
Information Technology Consultant
vmcollins@outlook.com
(732) 763-3792

Dataaccountants

Virginia was formerly a quality reviewer for several medium-size CPA firms in the New York City area for the last twelve years of her 35 years career in public accounting. She continues to consult small CPA firms to implement new accounting standards, including but not limited to revenue recognition. Virginia has advised clients across a broad spectrum of industries, including the following, real estate, not-for-profit, employee benefit plans, construction, wholesale, retail, health care, auto dealerships, and hospitality. Her experience extends to the planning of engagements, applying CAATS techniques, and IT control assessments. As part of her quality review role, she developed and presented training to the audit staff on the use of Excel, CAATS, data analytics, continuous auditing, and Active Data in their audits.

Virginia is a certified Informational Technology Professional (CITP) and a former committee member of the AICPA (CITP) credential committee. Virginia has been actively involved in increasing the use of computer-assisted auditing techniques (CAAT’s) by CPA’s as part of her role as a CITP committee member. She has delivered webinars and podcasts for the AICPA while a committee member, including the following webinars- “Auditing In the Information Age,” “CAATS for All,” “ Business Intelligence- Managing Data as an Asset,” “Power Query- Get and Transform an ETL tool.” In 2019 Virginia was a speaker at the AICPA Engage conference in which she presented the following CPE session:  “Data Extraction and Analytics- Audit Data Analytics Implementations and Key Success Factors.”

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Dataaccountants
Data Accountant’s mission is to provide “Information at Your Fingertips”. Data Accountant accomplishes its mission by working with small businesses to manage their most precious asset “THEIR DATA”. These data initiatives are managed with an “Agile” project methodology that allows the business to respond to change and focus on creating value quickly while allowing innovation to become part of their daily processes. Data Accountant uses Power BI Desktop to create dashboards with the information small businesses need to make timely decisions. Data Accountant works with QuickBooks Online and various applications that add to the functionality and integrate with Quick Books Online. Data Accountant has expertise in Excel, Dax, Power Query, Power BI Desktop, and Quick Books Online and applications that aid in producing information in a timely manner.