Big data and Business intelligence

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CISA
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CWS

Published: December, 2020

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • Why is Business Intelligence So Important?
    5 mins
  • What is Information Governance?
    25 mins
  • What is Text Analystics?
    53 mins
  • Testing Data for Errors
    80 mins
  • What is Business Intelligence?
    99 mins
  • Learning About Internal Growth Rate.
    129 mins
  • Univariate Analysis: Module 2
    161 mins
  • Regression Output in Excel
    185 mins
  • Interpreting Univariate Statistics
    221 mins

Course Description

Traditionally, Business Intelligence was a tool used to develop a detailed picture of the business and its current financial state. However, now the businesses are capturing more data than ever before due to rise of digital technology, social media, and growing popularity of internet devices. This has led businesses to think if they can use this data asset to make more informed and better business decisions. Hence, the new use of business intelligence is to explore new perspective for making better business decisions. Its possibility is driving the attraction in the subject such that it has become the hottest trends in the business and professional circles today.

The applicability of Business Intelligence in the organization of all sizes and in all the professions make it a unique subject that can benefit large number of people and businesses. It can help businesses with insights to gain competitive advantage and allow to leverage knowledge and skills. This webinar attempts to bring you up to speed on the concepts, nomenclature, applications, uses, pros and cons, and tools associated with business intelligence.

Key Topics included in the webinar:

  • Identify what Business Intelligence is
  • Familiarize with the uses of Business intelligence
  • Recognize why Business Intelligence is important
  • Identify how different companies can use Business Intelligence
  • Recognize steps in the business intelligence project
  • Explore key advantages and disadvantages of Business Intelligence on the decision making process
  • Identify, explore, and exploit trends in business intelligence

Learning Objectives

  • To explore the concept of Business Intelligence
  • To recognize steps in collection and cleaning data
  • To structure data including generating new variables based on comparative and relative metrics
  • To begin running data analysis on databases
  • To review, analyze, and make decisions based on results from business intelligence projects
  • To get detailed training on how to plan and manage business intelligence projects

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Business Owner
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 5 CPE Credit of Information Technology for Certified Public Accountants (CPA-US)
  • 5 CPE Credit of Information systems for Certified Management Accountants (CMA)
  • 5 CPD Credit of Data Analysis and Reporting for Certified Information Technology Professionals (CITP)
  • 5 CPE Credit of Information Technology for Certified Fraud Examiner (CFE)
  • 5 CPD Credit of Electronic data analysis for Certified Financial Forensics (CFF)
  • 5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 5 CPE Credit for Certified Information Systems Auditor (CISA)
  • 5 CRE Credit for Certified Corporate FP&A Professional (FPAC)
  • 5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 5 CE Credit for Certified Wealth Strategist (CWS)
  • 5 General Credit for Accountant/Bookeeper
  • 5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 5 CPD Credit for CA - ICAEW
  • 5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 5 CPD Credit for Chartered Accountants - Scotland
  • 5 CPD Credit for CPA - Ireland
  • 5 CPE Credit for Certified Government Financial Manager (CGFM)
  • 5 CPE Credit of Information Technology for Certified Internal Auditors (CIA)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
  • Advance Preparation :


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:


About Presenter

Michael McDonald

Partner, Morning Investments

Michael McDonald is Managing Principal of Morning Investments.  He specializes in training and consulting solutions for big data, predictive analytics, equities and fixed income investments, municipal securities, alternative investments including hedge funds and private equity funds, derivatives, and corporate finance.  Michael has created and delivered courses on financial regulation, value as risk, alternative investments, data analytics, capital markets, derivatives, municipal bonds, and securitized products.

In addition to his consulting work, Michael is an assistant professor of finance at Fairfield University in Connecticut. He holds a PhD in finance from the University of Tennessee and his work has been quoted in the Wall Street Journal, CNN,, Bloomberg, Reuters, and many other outlets. Michael has advised numerous companies and organizations as a business intelligence and financial expert including Fortune 500 companies and government regulators.

Michael previously worked as a municipal bond trader for Wachovia Securities. His role there included analyzing various bond issues and forecasting returns based on proprietary models. He also worked for a hedge fund in Greenwich doing quantitative data mining and analysis. Previously, Michael was also a partner in a residential construction company with operations in the Charlotte, NC and Greenville, SC areas.

In addition to his PhD in finance degree, Michael also holds a B.S. in Industrial Engineering and a Master’s Degree in Economics both from Clemson University.

About Company

Morning Investments

We are a boutique financial consultancy firm specializing in valuation work, quantitative investment consulting, and analytical research.

Our core sectors of expertise are business valuation, forensic economics, financial services markets, quantitative investment strategies and testing, expert witness work, and corporate financial project evaluation. Our services cover all areas of financial consulting including expert witness work, employee training and facilitation, corporate advisory work, and outsourced chief investment officer (OCIO) work.


FAQs content

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Ratings and Review


38 Ratings



Very Good









Haley Fell, CPA (US)

Dec 17th, 2020

Learned a lot of useful information


Stephen Graham, CPA (CA)

May 4th, 2022

pretty good introductory course. Makes me want to take other, more advanced courses in this area.

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