Firm Optimization: Tools for Smarter Operations

In today's data-driven environment, financial professionals are expected not only to analyze numbers but to transform them into actionable insights. This course offers a deep dive into the practical applications of Power Query in both Excel and Power BI, tailored for those who already have a foothold in financial data analysis. Participants will learn how to streamline their data preparation process, saving time and reducing errors by automating the tedious tasks of connecting to various data sources, combining datasets, and cleaning up data for more efficient analysis. As the backbone of any insightful report or dashboard, clean and well-structured data is a must. This course goes beyond the basics, equipping attendees with the skills to create custom columns and perform advanced data transformations that lead to more meaningful financial reports. By the end of the sessions,...

Taught by Stephen Yoss · ★ 4.7

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...

Taught by Stephen Yoss · ★ 4.7

In an era where generative AI and deepfake technology have revolutionized the precision of social engineering, the risk profile for professional service firms has shifted dramatically. Financial practitioners are no longer just defending against generic "spam"; they are now targets of highly coordinated attacks designed to exploit the specific trust and authority inherent in the CPA-client relationship. This course breaks down the anatomy of a modern breach—from ransomware extortion to sophisticated supply chain vulnerabilities—and provides a practical roadmap for securing a small-to-mid-sized firm without an enterprise-level IT budget. Moving beyond simple firewall conversations, participants will explore the transition to a "Zero Trust" environment and the implementation of high-security protocols like passkeys and FIDO2 authentication. We will examine the increased regulatory...

Taught by Stephen Yoss · ★ 4.7

Staff accountants often face unique challenges when working with Excel, and their existing knowledge might not always meet their needs. This comprehensive eight-hour session is designed to bridge that gap and empower you with the essential skills to maximize efficiency and accuracy. Participate in this dynamic and engaging session, and you will learn how to: • Summarize data quickly and accurately • Generate stunning, professional reports • Create essential accounting calculations for depreciation, amortization, and interest We start with a quick overview of Excel best practices and dive into advanced topics like PivotTables, sophisticated formulas, Tables, formatting, and working with dates. Our course is packed with accounting-centric examples to reinforce key learning points. Plus, you'll enjoy a “laptop-friendly” environment with access to all demonstration files. This...

Taught by Lawrence A. "Mac" McClelland · ★ 4.5

Many organizations have implemented Microsoft 365/Office 365 at a basic level, but few have truly explored the breadth and depth of tools included with their subscriptions. Some less commonly known apps help you manage shared email boxes, create and use web forms, schedule appointments, trade shifts, create real-time closed captions, and translate presentations. Attend this session and learn more about the hidden features in Microsoft 365 that you can use to level up your productivity.

Taught by Tommy Stephens · ★ 4.6

Advanced topics in Power BI

Taught by Tommy Stephens · ★ 4.6