Technology Tools for Controllers WEBCAST

Thursday, September 9 10:00am - 11:00am PDT

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1.0 Credits

Member Price $59.00

Non-Member Price $69.00

Overview

This course will focus on Power BI, Get and Transform (Power Query) feature in Excel using a case study. It will also demonstrate the Microsoft Office Excel Power Pivot tool to improve efficiency and embed more knowledge in the worksheet. The ultimate goal is to improve overall productivity within the accounting department.

Highlights

Using Power Query and Power Pivot to improve overall productivity within the accounting department.

Prerequisites

Management experience in accounting, finance, or operations.

Designed For

CFOs, controllers, treasurers, and other financial managers.

Objectives

Recognize Power BI Desktop as a resource to move into data analytics. Identify dataset resources available to the controller from which to better understand their industry. Recognize the value of the Power Pivot feature in Excel.

Preparation

None.

Notice

None.

Leader(s):

Leaders

James Lindell

James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 40 M & A projects.

James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of Wisconsin Chapter of National Speaker Association. .

Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days not Weeks”.

James Lindell is “an excellent discussion leader! He has good presentaiton skills, he involves the group, and he makes his material interesting.” - S. Krohmer, attended AICPA’s Annual Update for Controllers.

James Lindell is “a great speaker who is very interesting and engaging.” - L. Meadows, attended AICPA’s Annual Update for Controllers.

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Non-Member Price $69.00

Member Price $59.00