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Seamless Data Journey: Mastering the Transition from Backend to Frontend Analytics
Management Accounting
Webcast

Seamless Data Journey: Mastering the Transition from Backend to Frontend Analytics

A hands-on session for accountants, CPAs, and technologists to learn core API concepts, connect to real APIs using Power Query, and build insightful Power BI dashboards. Perfect for anyone looking to strengthen their technical skills and turn raw data into meaningful business insights.

$0 - $85
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Aug 27, 2026

NASBA Field of Study

Finance

Level

Basic

CPE Credits

1.5

Instructor

Bryan Geels, Wesley Hartman, Jim Gilbert

Availability

3 months

Product Number

WC5316269

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 Business & partner 
Product Details

Ready to connect to your first application programming interface (API)? Not sure what JSON is? Curious about what POST means outside of an accountant’s general ledger? Do you want your data to tell a meaningful story about your business?

Join us for an engaging and hands-on session designed specifically for accountants, CPAs, and technologists eager to dive into the technical realm of data systems.

In this session, we will:

  • Demystify essential technical terms and concepts needed to make your first API connections.
  • Guide you through a live build where we’ll connect to multiple APIs using Power Query.
  • Demonstrate how to load this data into Power BI to create insightful and interactive dashboards.

Whether you’re new to data analytics or looking to enhance your technical skills, this session will equip you with the knowledge and practical experience to confidently navigate the world of data analytics. Don’t miss this opportunity to transform your data journey from backend to front end and unlock the full potential of the insights in your data.

Key Topics

  • Power BI Integration
  • Data Visualization
  • API Fundamentals

Learning Outcomes

  • Interpret essential technical terms and concepts needed to make your first application programming interface (API) connections.
  • Evaluate a live build by connecting to multiple APIs using Power Query.
  • Formulate how to load data into Power BI to create insightful and interactive dashboards.

Who Will Benefit

Accountants CPAs Technology curious finance professionals

Credit Info
CPE Credits
1.5
NASBA Field of Study
Finance
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
1.5 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$85.00
AICPA Members
$69.00
CIMA Members
$69.00
CGMA Designation holders
$0.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Bryan Geels
Bryan’s obsession for continuous improvement and his drive to challenge the status quo are built into his DNA. As a founding partner of Geels Norton, his passion for technology and innovation has championed the firm's efficient, streamlined, and value-driven processes and audit platforms. Over his 14-year career in public accounting, Bryan has excelled in various roles at small, regional, and global firms. He spearheaded data analytics and transformation initiatives at each firm and firmly believes that the smart use of data analytics techniques can elevate performance across all roles.
Wesley Hartman
Wesley Hartman is the Founder of Automata Practice Development. Automata is a managed automation service provider that specializes in building automations to alleviate pain points of the accountant. Additionally, he will consult on a firm's processes and tools to help them implement and streamline their automation initiatives. He will consult with vendors on the direction their applications should take and how their application can be integrated with other applications in the accounting space. He occupies a unique position by being a computer engineer who worked on autonomous vehicles and worked for an accounting firm managing their technology. Before starting a software development business, he was the Director of Technology at public accounting firm for 15 years and has worked with information technology within the financial services industry since 2005. Wesley's strengths include introducing technology into a firm's existing processes to make them more efficient and analyzing data patterns to streamline the movement of information in systems. One of his focuses has been to implement automation to create data bridges between software packages. Wesley earned his bachelor's degree in Computer Engineering from California State University, Northridge. He is married and enjoys hosting a yearly Halloween haunted house for his local community, as well as training in Aikido.
Jim Gilbert
Jim has more than twenty years of experience in business. Jim started as a billing clerk and progressively moved worked in many different staff and management roles up to CFO. Jim has experience in many different industries (Architecture, Engineering, Construction, Technology, Automobile, Medical, and Real Estate) in Small Businesses up to Fortune 500 businesses. Jim is highly experienced in forming a variety of business entities, business expansions, divestitures, mergers & acquisitions, and business closures. Most importantly, Jim has focused his entire career on integrating technology to strategic plans and business processes alike. He is passionate about supporting the CPA profession and helping his peers embrace technology to prepare for the ever-changing landscape of business and automation.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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