From Numbers to Narratives: Mastering Data Analysis for CPAs
Overview
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. This course 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 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.
Highlights
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.
Prerequisites
None.
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.
Objectives
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.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Bryan Smith, CPA Crossings LLC
Bryan L. Smith, CPA, CITP, CISA is the co-founder of CPA Crossings in Rochester, MI. He is a CPA with a strong background in information technology and serves as a virtual CIO to CPA firms and professional organizations. He specializes in the planning and deployment of effective technology solutions. Bryan and John Higgins recently authored Ten Steps to a Digital Practice in the Cloud, which has been published by the AICPA. Bryan helps firm leaders understand the opportunities associated with deploying information technology to improve productivity, enhance client services, and increase profitability. He uses his extensive knowledge and experience to help CPAs bridge the gap between business and technology. He is a past chair of the Michigan Association of CPAs Information Technology Committee and the Leadership Committee.
Non-Member Price $109.00
Member Price $89.00