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CPA Firm Business Development: Don't Miss The Data Analytics Opportunity
Management Accounting
Webcast

CPA Firm Business Development: Don't Miss The Data Analytics Opportunity

This session introduces the value of data analytics and how CPA firms can immediately stand out from other firms by improving their business development processes.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Information Technology

Level

Basic

CPE Credits

1

Instructor

Don Tomoff

Availability

3 months

Product Number

BLI2562677

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 Business & partner 
Product Details

A basic understanding of data analytics using Excel can allow for CPA firms to immediately, and cost-effectively, add value to their clients! This session introduces the value of data analytics and how CPA firms can immediately stand out from other firms by bringing these capabilities to their clients, and potentially streamline their current work processes by taking advantage of Excel's data analytics and visualization capabilities.

Learning Outcomes
  • Recognize why CPA firms should build a basic proficiency in data analytics,
  • Identify at least three areas the firm could target with their clients, and
  • Identify opportunities to streamline the firm's current workflow
  • Identify tools used for developing basic data analytics skill set
More Details
NASBA Field of Study
Information Technology
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

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Start order

6+ registrants

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US customers call 1-800-634-6780 (option 1)

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Speakers
Don Tomoff
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions, and consulting. Don’s industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer. Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. In addition to consulting, Don has been a speaker at various conferences, most recently at the IMA National Conference in Indianapolis, IN (June 2018).
Accessibility

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