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Leverage PowerBI.com to Create Data Analysis for Others

ID: 66199
Wednesday May 28, 2025 09:00AM - 11:00AM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Unlock the full potential of data analytics with our specialized course, "Leverage PowerBI.com to Create Data Analysis for Others". This two-hour, intensive training is specifically designed to empower professionals in harnessing the powerful features of Microsoft PowerBI.com. Whether you're a data analyst, business intelligence professional, or someone keen on mastering data visualization and report creation, this course is your gateway to becoming a proficient Power BI user. Dive into the dynamic world of data analytics and learn to transform raw data into visually compelling stories that drive decision-making.

Our expertly crafted program offers a deep dive into the essentials of PowerBI.com, starting with a comprehensive tour of its interface and core concepts. You'll gain experience in connecting to diverse data sources, creating stunning visualizations, and building interactive dashboards that communicate insights effectively. The course also covers the innovative Q&A feature of PowerBI.com, allowing you to explore data with natural language queries. By mastering the art of sharing datasets, reports, and dashboards, and creating comprehensive apps, you'll be equipped to deliver top-tier data analysis solutions to colleagues and clients alike.

Through this course, attendees will gain a deep understanding of how to leverage the PowerBI.com platform to disseminate datasets, reports, and dashboards, catering to the specific needs of their audience. Our course is tailored for those who aspire to lead in the data-driven landscape, offering not just theoretical knowledge but real-world applications. Upon completion, participants will not only have a thorough understanding of PowerBI.com but also the confidence to apply this tool in creating impactful data analysis for diverse audiences. Join us to elevate your professional skillset, make data-driven decisions with ease, and add a valuable credential to your portfolio.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

  • Tour of the PowerBI.com Interface: An in-depth walkthrough of the PowerBI.com environment, focusing on user interface elements, navigation, and customization.
  • PowerBI.com Concepts: Fundamental concepts of PowerBI.com, including its architecture, data handling capabilities, and integration features.
  • Connecting to Data: Techniques for connecting various data sources to PowerBI.com, ensuring seamless data integration and synchronization.
  • Visualizations and Dashboards: Creating impactful visualizations and assembling informative dashboards to present data compellingly.
  • Q&A Feature: Explore the interactive Q&A feature to derive insights through natural language queries.
  • Sharing Datasets, Reports, Dashboards: Best practices for sharing datasets, reports, and dashboards with different audiences so they can leverage your data analysis work.
  • Creating Apps: Learn how to package reports and dashboards into apps for easy distribution and consumption.

Who will benefit:

Data analysts, business intelligence professionals, and anyone interested in learning how to use Microsoft Power BI to share data analysis.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Microsoft 365 Application Lightning Round Review-Updated

ID: 66200
Wednesday May 28, 2025 09:00AM - 10:00AM
Topics:
Technology
Non-members
$68.75
Members
$55.00
Your price
$68.75

Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return on your investment of time and money in this application suite. John Higgins, one of the profession's leading experts on the integration of Microsoft 365 into business, will explain and demonstrate the depth and breadth of the Microsoft 365 ecosystem. The course is designed to raise your awareness of all that you can do with Microsoft 365 and substantially increase your monthly subscription ROI.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

  • Lightning round review of the following apps, with an explanation and demonstration of what each of them offers
  • Teams - the foundation of all that you do in Microsoft 365
  • SharePoint / OneDrive - secure cloud storage
  • Power BI - the new financial reporting model
  • Stream - the YouTube for your organization
  • Bookings - streamline your appointment scheduling
  • OneNote - get your content organized for quick retrieval
  • Lists - create custom list tracking reports
  • To Do - consolidate all your Outlook, Planner and general "to do's" in one app
  • Planner - manage simple and complex engagements and projects in an intuitive app
  • A quick look at many of the remaining apps

Who will benefit:

Anyone who wants to get more out of Microsoft 365.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Seeing Beyond the Numbers: Analysis for CFOs & Controllers

ID: 66201
Wednesday May 28, 2025 09:00AM - 01:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$186.25
Members
$149.00
Your price
$186.25

Financial statements are a window into what is going on in the day-to-day operations of the company. They help us see what the company's strengths and weaknesses are. However, financial statements can often have different messages depending on the user.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

  • Purpose of Financial Statement Analysis
  • Comparing Actuals vs. Expectations & Benchmarking
  • Case Studies 1 & 2
  • Ratio Analysis
  • Case Study 3
  • Analysis of Statement of Cash Flows
  • Case Studies 4 & 5
  • Other Uses of Ratios

Who will benefit:

Controllers or accountants who are involved in the financial reporting functions of their companies and looking to improve their review skills.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

You Don't Know What You Don't Know About Microsoft Excel

ID: 66202
Wednesday May 28, 2025 09:00AM - 05:00PM
Topics:
Technology
Non-members
$298.75
Members
$239.00
Your price
$298.75

Many Excel users have received little or no formal training to help them use the ubiquitous productivity application. This session can help users that wish to improve their Excel skills to increase their productivity. The material starts by covering basic topics such as time saving tips and keyboard shortcuts and then moves to more advanced areas like conditional formatting and complex formula building. Users that find themselves looking at the spreadsheets that others design and wishing they could do as much with Excel will benefit greatly by taking this course.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:
  • Excel shortcuts and time savers
  • Working with templates, formats, styles, and themes
  • Customizing and enhancing Excel
  • Protecting and securing workbooks
  • Formula building and the Excel function library

Note: This session is taught using a Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

Who will benefit:

Accounting and other business professionals that have an understanding of Excel but want to be more proficient as they design and edit workbooks of all types.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Taxation of the Cannabis Industry

ID: 66203
Wednesday May 28, 2025 11:00AM - 01:00PM
Topics:
Tax
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course offers a comprehensive exploration of the cannabis industry, delving into essential topics such as cannabis regulations, business models, financial management, and ethical considerations. A key focus is on distinguishing between Marijuana and Industrial Hemp, including their respective tax treatments. Participants will gain a thorough understanding of the unique challenges and opportunities within the cannabis sector, covering federal and state tax implications, licensing requirements, and market trends.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

  • Industrial hemp vs. marijuana.
  • Income definitions under I.R.C. §61.
  • Tax code restrictions: §280E and §471.
  • State-specific marijuana laws.
  • Cash management in cannabis businesses.
  • Federal court case analysis.

Who will benefit:

CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors, Financial Professionals


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

What You Can Learn From the Statement of Cash Flows

ID: 66204
Wednesday May 28, 2025 11:00AM - 01:00PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course allows you to get reacquainted with the statement of cash flows. We will refresh your skills regarding both the preparation and utilization of the statement of cash flows. Significant emphasis will be placed on the informational role of the statement of cash flows and insights that can be obtained using the statement of cash flows in concert with the other elements of a company's accrual-basis financial statements.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

  • Preparation of the statement of cash flows
  • Importance of identifying sources and uses of cash in financial reporting
  • Financial statement analysis
  • Cash-related financial statement disclosures

Who will benefit:

PAs in public practice or members in industry who desire a renewed perspective regarding the statement of cash flows.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

The Role of Internal Control in the Risk-Based Audit

ID: 66205
Wednesday May 28, 2025 12:00PM - 04:00PM
Topics:
Audit + Assurance
Non-members
$186.25
Members
$149.00
Your price
$186.25

This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment of the risk of material misstatement when auditing financial statements of non-issuers will be explored, with particular emphasis on internal controls of small-to-medium clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This event may be a rebroadcast of a live event and the instructor will be available for your questions during the event.

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

  • Specific matters auditors should consider when obtaining and documenting an understanding of the client's internal control system
  • Development of a tailored audit approach that considers the potential reliance on internal controls
  • Guidance for establishing an adequate basis for reliance on internal controls of less formal, smaller clients

Who will benefit:

CPAs in public practice and members in industry.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

The 10 Must Know Excel Features

ID: 66206
Wednesday May 28, 2025 01:00PM - 03:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

  • Excel Tables: Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage  data more effectively.
  • Custom Sorting: Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.
  • XLOOKUP: Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.
  • SUBTOTAL: Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.
  • SUMIF(S): Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.
  • Array Formulas: Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.
  • Data Validations: Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.
  • Slicers: Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.
  • Conditional Formatting: Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.
  • PivotTables: An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.

Who will benefit:

This course is ideal for accounting professionals at all levels who have a basic understanding of Excel and are looking to advance their skills to streamline their accounting practices and financial analysis.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

2025 Not-for-Profit GAAP Update

ID: 66207
Wednesday May 28, 2025 01:30PM - 03:30PM
Topics:
Financial Accounting, Reporting + Analysis
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course will review the Accounting Standard Updates issued by the FASB that impact nonprofit entities. We will also look at the work of the Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

  • Accounting Standard Updates issued by the FASB.
  • Not-for-Profit Advisory Committee (NAC) and the projects they are advising the FASB on.
 

Who will benefit:

Practitioners serving nonprofit organizations as well as those with nonprofit financial reporting responsibilities.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Master the Art of CPA Communication: Boost Your Influence!

ID: 66208
Wednesday May 28, 2025 02:00PM - 06:00PM
Topics:
Business Management + Strategy
Essential Skills + Professional Development
Non-members
$186.25
Members
$149.00
Your price
$186.25

Discover the communication edge that will take your CPA career to the next level. This comprehensive course empowers CPAs with the tools to enhance clarity, build trust, and drive decisions. Learn to transform complex jargon into actionable insights and develop powerful persuasion techniques that resonate with clients and stakeholders. Join me to sharpen your communication skills and elevate your professional impact.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

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

  • Techniques for simplifying complex financial information for clients and stakeholders
  • Persuasive communication principles aligned with CPA roles
  • Building and maintaining trust and credibility with diverse stakeholders
  • Case studies and Interviews with Finance, Accounting and CPA professionals
  • Developing empathy and emotional intelligence in communications
  • Best practices for active listening to strengthen client relationships
  • Application of Influencer principles for impactful change in communication

Who will benefit:

All who desire to "level up" and dominate their communication and influence skills.


This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.