Live WebinarIntermediate level

An Accountant's Detailed Guide to Databases, Integration, and Data Sharing

Every business professional today needs to know how to work with data. We are all generating more and more data every day. However, only some of us know how it can be effectively leveraged. There are many new opportunities for people who can effectively work with data. From helping their organizations make better decisions to working more effectively on projects to creating integration between applications and automating workflows. This course will take a longer and more in-depth look at how to use databases, structure data for optimum workflow, and share data between applications. This course teaches you how to effectively use Excel, Power BI, SQL, and other data-related technologies. You'll also discover how to integrate and share data between different applications. By the end of this course, you'll be able to utilize databases more effectively and make better decisions based on data analytics. We will go beyond the basics to give you the knowledge you need to start.

CPE Credits2
Length2 hours
Field of Study Information Technology
Instructor Stephen Yoss

Learning objectives

Upon completing this course, you should be able to:

  • Discuss how to use databases and data-related technologies inside an organization.
  • Explain the central principles of databases, including data structure, keys/constraints, and cardinality.
  • Demonstrate how to connect to a database via Excel Power Query functionality and database management tools (e.g. SSMS, DBeaver, etc.)
  • List the major types of database technologies and their major use cases.
  • Discuss and demonstrate how an Integration-Platform-as-a-Service (iPaaS) tool is used in conjunction with a database to push and pull data throughout an organization.

Major topics

Overview of Databases, Integration and Data Sharing Tables & Data Models Getting Started with Databases & SQL Using Power Query to Access and Learn from our Data

Who this is for

Financial professionals that want to learn how to work with databases and data more effectively

Prerequisites: None

What's included

Every registration comes with the course materials — yours to keep.

  • Course presentation PDF
  • Demonstration & sample files ZIP

Course details

Recommended CPE credit
2 — Information Technology
Field of study
Information Technology
Program level
Intermediate
Delivery method
Group Internet Based
Prerequisites
None
Advance preparation
Basic knowledge of databases and data models will be helpful.
Length
2 hours
Course number
24c00956
Provider
CPE Today

CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

Every way to take this course

How to attend this course

This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.

Oct 13
Firm Optimization: Tools for Smarter Operations Seminar · Oct 12–15, 2026 · Online · this course runs Oct 13, 2026 · event offers up to 22 credits
$125/day View event
Dec 15
Closing the Books with Better Tech Tools Seminar · Dec 14–17, 2026 · Online · this course runs Dec 15, 2026 · event offers up to 26 credits
$125/day View event

Your instructor

Stephen Yoss

Stephen Yoss

Speaker & Author · CPE Today · ★ 4.7 instructor rating

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping...

Full profile →

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