CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Data Analysis 101 - Getting to the heart of performance data

  • CPA (CA)
  • CMA
  • CPA (US)
  • CVA
  • CFA
Data Analysis 101 - Getting to the heart of performance data

2 Credits


Subject Area

Specialized Knowledge

Webinar Qualifies For

2 CPE credit of Specialized Knowledge for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 CPD credit (Verifiable) for Canadian CPAs

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CPD credit (Verifiable) of Performance Management for all CITP (AICPA)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

This Course is Also Available in Self Study (On-Demand)

Click Here

Course Description

We, accountants, have some very sophisticated data analysis tools at our disposal, and it’s fun to experiment with the advanced formulae available in Excel and other programs. 

However, data analysis is an iterative process and it is important to start with some simple analysis tools to highlight the key issues in the data before exploring those issues with more advanced tools.

That’s where this course – Data Analysis 101 - comes in. This online continuing education course covers the four basic tools of data analysis that everyone working in an organization should know. These four tools will help you carry out the initial filtering of performance data in order to highlight the important trends and issues. Often these tools are not covered adequately in business or finance training and this course will give you a good grounding in these simple but immensely useful analysis tools.

Advanced analysis is often difficult to understand for people who are not financing or data experts. Using simple tools to draw out the main points in performance data will improve engagement with the data and will help drive discussions about the appropriate actions to take, rather than heated discussions about what the analysis actually means.

This Online CPE course will help you get to the heart of understanding the performance data in your organization, and it will help you present that information to others in the organization so that the decisions made, and the actions taken, address the real issues affecting performance.

This Online CPE Webinar covers the following Key Topics:

  • Principles Of Process Management
  • The Definition Of A Process
  • Understanding The Process 
  • Working As One Team For Improvement
  • Tools For Data Analysis That Works
  • The Pareto Chart: Highlighting Priorities
  • The Histogram: Showing The Range Of Performance
  • The Run Chart: Showing Performance Over Time
  • Understanding Variation
  • The Control Chart: Highlighting The Variation In The Data

Learning Objectives

  • To identify the Principles of Process Management
  • An Introduction to Performance Data: Tools for Data Analysis that Works
  • To identify ways of Understanding Variation
  • To recall Control Chart Special Cases

Who Should Attend?

  • Business Owner
  • CEO
  • Certified Information Technology Professionals
  • Certified Management Accountant
  • CFO/Controller
  • Cloud Accountants
  • Cloud Firms
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Tax Firm
  • Young CPA





I like the presenter's subject knowledge as it was very thorough and at the same time overwhelming. Definitely worth the money!


Outstanding course in every respect! Gives you an excellent grasp of understanding variation and data analysis tool. Also provides you with a solid knowledge of control chart special cases.


I would suggest the instructor brings more examples and having some interactions vs just reading through the slides.