Data Analysis 101 - Getting to the heart of performance data

  • Accountant
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • CFA
  • ChFC
  • ACCA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CWS

Published: December, 2021

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • Agenda and Principles of Process Management
    10 mins
  • The Voice of the Process
    15 mins
  • Working as one Team
    20 mins
  • Tools for Data Analysis
    29 mins
  • The Run Chart
    40 mins
  • Exercise: Presenting Performance Data
    45 mins
  • The Control Chart
    57 mins

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?

    • Accountant
    • Accounting Firm
    • Accounting Managers
    • Auditors
    • Bank Managers
    • Bookkeeper
    • CEO
    • CFO/Controller
    • Chief Accounting Officer
    • Client Services Co-ordinator
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Cybersecurity Pros
    • Entrepreneurial CPA
    • Young CPA

    Course Qualification

    Webinar Qualifies For

    • 2 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
    • 2 CPE Credit of Data analytics for Certified Management Accountants (CMA)
    • 2 CPE Credit of Finance for Certified Valuation Analyst (CVA)
    • 2 PL Credit for Chartered Financial Analyst (CFA)
    • 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 CRE Credit of General finance principles and financial concepts for Certified Corporate FP&A Professional (FPAC)
    • 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 PL Credit for Certificate In Investment Performance Measurement (CIPM)
    • 2 CPD Credit for Chartered Accountants - Ireland (CAI)
    • 2 CPD Credit for Chartered Accountants - Scotland
    • 2 CPD Credit for CPA - Ireland
    • 2 CPD Credit of Finance for Chartered Professional Accountant (CPA Canada)

    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

    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

    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.


    FAQs content

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    Ratings and Review


    32 Ratings



    Very Good









    Yuye Wang, CPA (US)

    Dec 28th, 2020

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


    Jason Lapierre, CPA (US)

    Nov 3rd, 2021


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