Roadmap to Excel's Data Analysis and PowerBI Strategy (FREE) (1 hour)

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Jul 20, 2020

Registration: 9:00 AM / Program: 9:30 AM - 10:30 AM Pacific Time


Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None


We are entering an era where CPAs are expected to have data analytics and business intelligence skills. Why is this happening? What can you do to prepare yourself? This one hour complimentary CPE event will help answer these two important questions. We will explain data analytics and business intelligence from the perspective of a CPA, both in public and private practice. We will provide a clear and concise review of Microsoft's new Excel and Power BI tools that are built on the Excel platform and provide a roadmap for the most cost-effective way for you to develop these skills.

Designed For

All CPAs and Accounting Professionals who want to learn how to analyze data.


After attending this presentation, you will .

  • Understand the importance for CPAs to develop data analytics and business intelligence skills.
  • Understand how the Microsoft BI tools can be used to leverage these skills in public accounting and business.
  • Learn a clear path for how to develop skills in these tools with minimal impact on your time and budget.

Major Subjects

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

  • The importance of data analysis for the CPA
  • A review of Microsoft's Power BI tools
  • A roadmap to learning how to use Excel for advanced data analysis

This event has already passed. If you have any questions, please contact us at 503-641-7200 or email