CPE Catalog & Events

Learn the core concepts of data analytics and how to conduct a successful data analytics project.

In this course, we'll dive into the world of analytics, equipping you with the skills to assess your clients' analytics maturity and leverage techniques for accurate forecasting. You'll also learn how to spot opportunities where optimization techniques can enhance financial decision-making. We'll cover the essentials, from understanding analytics fundamentals to exploring descriptive analytics methods like text mining, multidimensional clustering and statistical outlier detection. This course is part of a training series that introduces CPAs and financial professionals to descriptive, predictive, and prescriptive analytics, covering analytics benchmarking, forecasting methods and optimization for decision-making in capital investment and inventory management.

In this course, you will develop the skills to assess the analytics maturity of client organizations, effectively utilize analytics techniques for forecasting, and identify opportunities for optimizing financial decision-making. We will delve into the concept of optimization, covering the setup and solving of optimization problems. You will also learn how to optimize capital investment decisions using decision trees and enhance inventory management by implementing reorder points and safety stock. This course is part of a training series that introduces CPAs and financial professionals to descriptive, predictive, and prescriptive analytics, covering analytics benchmarking, forecasting methods, and optimization for decision-making in capital investment and inventory management.

Data analysis basics are decoded as you learn how data analytics can help you and your organization succeed in the modern business environment.

Learn the data cleansing skills and processes necessary to ensure the integrity and quality of your data and why it's essential for accurate analysis and reporting.

Discover your own communication style as well as best practices and tools you can employ to enhance your data communication and storytelling skills.

Finance and accounting professionals must apply a disciplined, decision-first approach to using data under uncertainty. David Schlosser, PhD, Senior Advisor at Velocity Advisory Group, presents a practical system for making defensible, data-driven decisions—addressing cognitive biases, data quality and controls, and decision governance. He emphasizes when data is "good enough," how to avoid analysis paralysis, and how to align measurement, accountability, and documentation to support sound judgment and audit-ready decisions.

Finance and accounting professionals striving to be data-driven must distinguish between informed judgment and data overload to improve decision quality and defensibility. David Schlosser, Senior Advisor at Velocity Advisory Group, outlines a decision-first framework that clarifies options, assumptions, and guardrails, emphasizing bias awareness and "good enough" data aligned to risk. He also highlights accountability, governance clarity, and structured documentation to strengthen outcomes without sacrificing control.

Discover hidden relationships and opportunities to improve financial performance. Learn how to analyze what's happened and forecast what may happen.

This four-part certificate will cover requirements gathering, data profiling and collection, data cleansing, and data mining and modeling.

Enhance your understanding of data sources and learn how to identify and collect the right data to meet the objectives of your data analytics project.

Learn how to use data visualization best practices to communicate effectively and influence effective decision-making.

Learn how to turn data insights into action by building a compelling narrative that meets the needs of your audience and drives effective decision-making.

Data Visualization is part science and part art, from understanding why our brains process color more quickly than a table of numbers, to making use of white space and keeping visuals on brand. There are many facets to this exciting field. Mastering them will help you deliver exceptional visuals that deliver clear messages and build your credibility.

This interactive session will cover areas where audits can use data to drive efficiency and how to visualize the data for maximum insight. The availability of high-quality data is allowing auditors to leverage technology to perform more effective and efficient audits. Understanding data and how to use it to improve the effectiveness and efficiency of the audit is critical. Case studies and sample documentation reinforce major concepts and help participants apply the techniques discussed.

Even if your hiring systems are functioning correctly, sometimes employees encounter difficulties at work and underperform. If this becomes chronic, it's the leaders role to intervene and address the problem. Gain insight to handling this tough situation successfully by learning about the consequences of underperformance; goal clarity; resource sufficiency; ability versus motivation; when to intervene; and using progressive interventions, among other topics. The webcast was originally broadcast on May 13, 2016.

Tax-focused discussion on changes in the transaction structure of merger and acquisition (M&A) deals can significantly impact after-tax cash flows. Gain a significant competitive advantage by understanding how taxes affect M&A and divestiture transaction structures. Further, examine the mechanics of M&A deals; the structures of taxable assets and stock acquisitions; triangular and reverse triangular mergers; practical issues in structuring and pricing; types of tax-free reorganizations; tax planning for divestitures; and key elements of purchase and sale documents. Plus, dive into a complex case study and a couple of different approaches to the net tax cash flow for an S corporate deal. Updated for new tax Reform and impact on M&A deals.

Decision analytics help you evaluate your options. A decision tree is an excellent tool that allows you to lay out options and investigate the possible outcomes to then objectively choose your course of action. Along with value and sensitivity analysis, you will have the tools to make an impact.

This course will help you identify areas where overlooked internal controls are needed and how to identify and implement more robust controls. Most organizations have many primary control measures required to operate in place. However, many need more essential criteria to enhance security, productivity, and the quality of information available for decision-making. So, first, we'll identify areas where internal control measures are needed. Then, we'll explore why these controls should be created and review specific rules the organization should use in detail.

This course explains the critical differences between the roles of consultants and testifying experts in the field of forensic accounting, while also outlining the differences in depositions and courtroom testimony.