myCPE

Data Analytics and Visual Reporting Fundamentals for Finance and Audit Professionals 1 Credit

Mar 04, 2024, 11:00 AM ET

Data Analytics and Visual Reporting Fundamentals for Finance and Audit Professionals 1 Credit

  • Rating

    4.5

  • Reviewed on

    February, 2025

  • Subject Area

    Information Technology

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  • Access the course at your convenience
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Mar 04, 2024, 11:00 AM ET

Learning Objective

  • To review examples of how effective data visualization can reveal actionable insights in your data.
  • To compare state-of-the-art techniques for visualizing data, regardless of software tool.
  • To analyze how to help your team reveal actionable insights in your data.
  • To identify and bookmark resources to allow continued learning after the webinar.

Course Overview

If a picture is worth 1,000 words, then how many spreadsheets can you replace with a more meaningful chart or graph?

Our brains were not designed to comprehend vast amounts of written information. Visualization helps us see the story the data is telling, enabling highly effective reporting practices. 

Data visualization is increasingly an essential element of business intelligence (BI). No longer restricted to specialized applications, data visualization in the form of charts, maps, and other graphical representations is enabling business users to better understand data and use it to achieve tactical and strategic objectives. 

By attending this CPE webinar, you will come away with examples and resources for how data visualization can cause positive change for auditing, accounting, and finance professionals.

This tool-neutral CPE/CPD course will introduce a common vocabulary for data visualization and data analytics and provide examples of how to enhance communication and help your team reveal actionable insights in your data.

Key Topics Covered: 

  • Why Data-Driven? Why Visual Analytics?
  • What’s Different
  • Building Blocks
  • Resources and Next Steps

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Information Technology for CPA in Canada 1 CPD Eligible
Data analytics for Certified Internal Auditors (CIA) 1 CPE Eligible
Data analytics for Certified Management Accountants (CMA) 1 CPE Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Data Analysis and Reporting Tools for Certified Fraud Examiner (CFE) 1 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Data Analysis and Reporting for Certified Information Technology Professionals (CITP) 1 CPD Eligible
Data analytics for Certified Information Systems Auditor (CISA) 1 CPE Eligible
Internal Audit Practitioner (IAP) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Certification in Risk Management Assurance (CRMA) 1 CPE Eligible
Electronic data analysis for Certified Financial Forensics (CFF) 1 CPD Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Government Auditing Professional (CGAP) 1 CPE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CIPM 1 PL Eligible
Information Technology for Licensed Public Accountant (LPA) 1 CPE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1 CPE Approved
Information Technology for CPA in Canada 1 CPD Eligible
Data analytics for Certified Internal Auditors (CIA) 1 CPE Eligible
Data analytics for Certified Management Accountants (CMA) 1 CPE Eligible
Accredited in Business Valuation (ABV) 1 CPD Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Data Analysis and Reporting Tools for Certified Fraud Examiner (CFE) 1 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Data Analysis and Reporting for Certified Information Technology Professionals (CITP) 1 CPD Eligible
Data analytics for Certified Information Systems Auditor (CISA) 1 CPE Eligible
Internal Audit Practitioner (IAP) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Certification in Risk Management Assurance (CRMA) 1 CPE Eligible
Electronic data analysis for Certified Financial Forensics (CFF) 1 CPD Eligible
Certified Valuation Analyst (CVA) 1 CPE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Government Auditing Professional (CGAP) 1 CPE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
CIPM 1 PL Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

Boost your IT audit career with MY-CPE’s specially designed courses for CISA professionals. Our online ISACA CPE courses make earning your CISA CPE Credits straightforward and convenient. At MY-CPE, we're dedicated to keeping you up-to-date with the latest industry standards and practices. Whether you're looking to sharpen your skills or fulfill your certification requirements, our expertly developed courses deliver the essential knowledge and practical tools you need. 

About Instructor

Joe Oringel

Joe Oringel

Managing Director, Visual Risk IQ

  • 4.5
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Joe Oringel is a co-founder and Managing Director of Visual Risk IQ, a risk advisory firm that has helped hundreds of internal audit and compliance teams see and understand their data using off-the shelf software like Tableau, SQL, Python, and PowerBI. He is also a co-founder of Service AI, an AI-powered start-up that is building and commercializing an email-reading software robot that prioritizes and dispatches IT help desk tickets with limited human intervention.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

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DT

Daniel Tomlinson,

5

Both the instructor and the content were excellent. Presented in both an informative and constructive manner that really drove home to me the essential points and demonstrated the value of the topic. I really feel as though I have a strong grasp of this area after only 1 short hour.

JS

Jeff Schaller, CIA

5

Time well spent to review visual reporting fundamentals and their importance for internal auditors. I particularly appreciated the authors/specialists referenced on this subject for continued learning on this topic.

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    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

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    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

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    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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