Data Analysis 101 - Getting to the heart of performance data

Course Description
Course Qualification
Presenter
FAQ

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 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 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 on Finance 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 on Finance covers the following Key Points:

Four basic tools of data analysis that everyone in the organization should know
Advanced analysis of the data sets using simple tools
The heart of understanding the performance data in your organization

You might be interested in the Certification course on SOX Compliance.

Learning Objectives

To identify the Principles of Process Management
To recognize tools for Data Analysis that Works for performance management
To recall the control chart by highlighting the variation in data
To recall some of the Control Chart Special Cases
To interpret control charts
To strategize dealing with Special Cause and Common Cause Variations
To use data to drive improvements
To explore a structure for performance management

Recommended For

This online CPE webinar on Finance is recommended for CPAs, CMA, CVA, and other Finance professionals who desire to provide the best financial services to their clients.
This Finance CPD webinar is recommended for CPAs in Canada who desire to ensure their services use the factual data to provide efficient services.
This CPE webinar is also recommended for students and other professionals who desire to know more about the concepts of data analytics and how a business can use such data points.

Who Should Attend?

Accounting Managers
Accounts Director
Assistant Controllers
Business Owner
CEO
Certified Information Technology Professionals
Certified Management Accountant (CMA)
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

Course Qualification

Webinar Qualifies For

2 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)
2 PL Credit for Chartered Financial Analyst (CFA)
2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
2 CPE Credit of Finance for Certified Public Accountants (CPA-US)
2 CPE Credit for Certified Management Accountants (CMA)
2 CPE Credit of Finance for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
2 CE Credit for Certified Wealth Strategist (CWS)
2 General Credit for Accountant/Bookeeper
2 CPD Credit of Finance for Accredited in Business Valuation (ABV)
2 CPE Credit for Certified Government Financial Manager (CGFM)
2 CPD Credit for CA - ICAEW
2 CPE Credit for Chartered Financial Consultant (ChFC)
2 CPD Credit for Chartered Certified Accountants (ACCA)
2 CPE Credit for Financial Services Certified Professional (FSCP)
2 CPE Credit for Chartered Advisor in Senior Living (CASL)
2 CPE Credit for Chartered Special Needs Consultant (ChSNC)
2 CPE Credit for Retirement Income Certified Professional (RICP)
2 CPE Credit for Wealth Management Certified Professional (WMCP)
2 CRE Credit for Certified Corporate FP&A Professional (FPAC)
2 CPD Credit for Chartered Accountants - Ireland (CAI)
2 CPD Credit for Chartered Accountants - Scotland
2 CPD Credit for CPA - Ireland
2 PL Credit for Certificate In Investment Performance Measurement (CIPM)

Additional details

Course Level :

Basic
Credits :

2
Instructional Method :

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 through its website: www.NASBARegistry.org.

Presenter

About Presenter

Ross Maynard

Managing Director, Ideas2Action Process Excellence Ltd

My philosophy is to inspire, challenge and support change. I have nearly 30 years’ experience as a business author and consultant.

As a consultant, I specialise in process improvement based on the Lean philosophy. I facilitate improvement teams and provide expertise in performance measurement and management; problem solving; and process improvement.

As well as delivering webinars for MyCPE, I develop courses and webinars for the ACCA (Association of Chartered Certified Accountants) in the UK and other specialist business and finance providers.

I live in Scotland, near Glasgow, with my wife, daughter and Cocker Spaniel.

About Company

Ideas2Action Process Excellence Ltd

www.ideas2action.co.uk/

Ideas into Action was founded in 1997 by Ross Maynard. Ross is a Fellow of the Chartered Institute of Management Accountants with over 20 years experience in organisational development with organisations of all sizes. The business is incorporated as Ideas2Action Process Excellence Ltd, registration number SC523801. We specialise in process analysis and improvement and lean finance, offering training, consultancy and facilitation of process improvement teams.

Ross is author of “Successful Business Growth” published by Hodder and Stoughton, in 1998; as well as many published articles on business improvement and lean management. Ross is an NLP Master Practitioner.

Faq

FAQs content

To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.1

18 Ratings

Excellent

Very Good

Average

Poor

Terrible

Jennifer Rios

Dec 15th, 2020

It was a great and very complete course! Would definitely recommend.

John Catanzaro, CPA (US)

May 2nd, 2020

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

Robert Brennan, Accountant, CPA (US)

May 3rd, 2020

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.

Louise Reed, CPA (US)

Dec 15th, 2020

This course assumes a business has years of data. As a tech start-up, using real-time data tools like Google Analytics, this course felt somewhat antiquated.