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.
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.”
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