Technology – Must Have Excel Competencies (AICPA event)

What you will learn

After attending this program you will be able to:

• Identify the tools that controllers should know, such as Excel’s Power Pivot and Big Data
• Identify the relationship between Excel and Lean techniques
• Recognize how Excel complements data analytics
• Recall tricks and shortcuts to improve Excel use for your staff

Description

Excel has long been included in the accountant’s toolbox. Even though Microsoft Power BI and other big data tools such as Qlik and Tableau are becoming more important, Excel is still a “must have” tool. We cover what the accountants of today should know about Excel to improve their efficiency, access data, and gain insights into the company, industry, and economy.

About AICPA

The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power opportunity, trust and prosperity for people, businesses and economies worldwide. AICPA & CIMA represent 689,000 members, students and engaged professionals in public and management accounting and advocates for the public interest and business sustainability on current and emerging issues.

In 2012, AICPA & CIMA established the Chartered Global Management Accountant (CGMA) designation to provide members with a new level of resources and recognition.

Price

Ad hoc normal price: R1330.00 incl. VAT incl. CIBA member price: R998.00 incl. VAT.

This is a digital product. You will have access to the content for 365 days after purchase date.

Content

1. Reality of Excel use
2. Gartner – Magic Quadrant of tools for data analysis
3. Will Excel go away?
4. Two essential Lean principles
5. Misuses of Excel
6. APIs (Automated Program Interfaces)
7. Relationship between Excel and data analytics
8. Excel tips and tricks

Requirements

There are no preconditions for this course. Moderate level. Recorded webinar made available on a specified date

Presenters

Donald Tomoff

Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.

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