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Data & Predictive Analytics & Business Intelligence for Controllers/CFOs


Total Credits: 4 including 1 Business Management & Organization - Non-technical, 1.5 Computer Software & Applications - Non-technical, 1.5 Information Technology - Technical

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Categories:
ACPEN Industry Institute |  Industry |  Technology
Faculty:
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates


Description

The Accountant role is evolving from data aggregation to knowledge extraction, with a significant emphasis on understanding and leveraging technological advancements. In this era of rapid digital transformation, it is crucial for accountants to grasp the shift towards more analytical roles, learn the tools, and integrate Business Intelligence (BI) and Data Analytics (DA) in their organization and daily practices. This course will focus on raising the accountant's awareness of BI and DA practices, the impact of AI technologies like ChatGPT, and how these can benefit their organization. By embracing these technologies, accountants can enhance their value proposition by transitioning from traditional accounting roles to becoming strategic advisors and decision-makers.

Basic Course Information

Learning Objectives
  • Understand how AI, BI, and DA will impact the Accounting function and positions.
  • Comprehend the business purpose for adopting AI technologies, including ChatGPT, and their role in enhancing BI and DA applications.
  • Identify resources in the AI, BI, DA journey, with a focus on integrating ChatGPT for advanced data analysis and customer interaction.
  • Recognize current trends in technology that are shaping the future of accounting.
  • Learn how to leverage ChatGPT for automating routine tasks, generating insights from data, and improving decision-making processes.

Major Subjects
  • DA and BI relationship to accountant value.
  • Current trends in BI and DA, including the emergence of AI tools like ChatGPT.
  • The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.
  • Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.
  • BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.

Course Materials

Faculty

James T. Lindell, CPA, CSP, CGMA, MBA's Profile

James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products

President

Thorsten Consulting Group, Inc.


Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.


Dates

Mon, Apr 29, 2024 - 07:00am to 10:43am PDT
Wed, May 08, 2024 - 07:00am to 10:43am PDT
Wed, May 22, 2024 - 07:00am to 10:43am PDT
Wed, Jun 12, 2024 - 08:00am to 11:43am PDT
Mon, Jun 24, 2024 - 07:00am to 10:43am PDT
Wed, Jul 10, 2024 - 07:00am to 10:43am PDT
Mon, Jul 29, 2024 - 07:00am to 10:43am PDT
Wed, Aug 14, 2024 - 11:00am to 02:43pm PDT
Mon, Aug 26, 2024 - 07:00am to 10:43am PDT
Wed, Sep 11, 2024 - 09:00am to 12:43pm PDT
Mon, Sep 30, 2024 - 07:00am to 10:43am PDT
Wed, Oct 09, 2024 - 09:00am to 12:43pm PDT
Mon, Oct 28, 2024 - 07:00am to 10:43am PDT
Wed, Nov 13, 2024 - 08:00am to 11:43am PST
Mon, Nov 25, 2024 - 07:00am to 10:43am PST
Wed, Dec 11, 2024 - 10:00am to 01:43pm PST
Mon, Dec 30, 2024 - 07:00am to 10:43am PST
Wed, Jan 08, 2025 - 08:00am to 11:43am PST
Mon, Jan 27, 2025 - 07:00am to 10:43am PST
Wed, Feb 12, 2025 - 07:00am to 10:43am PST
Mon, Feb 24, 2025 - 07:00am to 10:43am PST
Wed, Mar 12, 2025 - 08:00am to 11:43am PDT
Mon, Mar 31, 2025 - 07:00am to 10:43am PDT
Wed, Apr 09, 2025 - 06:00am to 09:43am PDT
Mon, Apr 28, 2025 - 07:00am to 10:43am PDT
Wed, May 14, 2025 - 09:00am to 12:43pm PDT
Mon, May 26, 2025 - 07:00am to 10:43am PDT
Wed, Jun 11, 2025 - 06:00am to 09:43am PDT
Mon, Jun 30, 2025 - 07:00am to 10:43am PDT

Additional Info

Basic Course Information

Prerequisites

None


Advanced Preparation

None


Designed For

Accounting Managers, Controllers, CFOs


Original Recording Date

02/20/2024


Yellow Book

No


Course Developer

James T. Lindell


Date Added to Catalog

02/20/24


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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