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

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

  • Rating

    4.4
  • Reviewed on

    February, 2024
  • Subject Area

    Information Technology

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Mar 04, 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

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. 

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

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

Additional Information

Credits

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.

About Instructor

Joe Oringel
Joe Oringel

Managing Director, Visual Risk IQ

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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.

Ratings and Review

4.4

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Very Good

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JS

Jeff Schaller, CIA

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.

AC

Angela Colleen, CMA

The mCPE platform provides a lot of courses that are insightful. With speakers that are well-versed along with the materials provided, the courses surely add value to the users' learning experience.

Inclusions
  • Multiple Credits
    Multiple Credits

    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.

  • Credit Tracker
    Credit Tracker

    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
    Certificate Vault

    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.

  • Live Support
    Live Support

    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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