Business Intelligence and Data Analytics WEBCAST

Wednesday, July 13 11:00am - 3:00pm PDT

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4.0 Credits

Member Price $129.00

Non-Member Price $159.00


The Accountant role is morphing from data aggregation to knowledge extraction. It is essential that accountants understand this change, learn the tools and integrate BI and DA in their organization and daily practices. This course will focus on raising the accountant’s awareness of BI and DA practices and how it can benefit their organization.


DA and BI relationship to accountant value. Current trends in BI and DA. The changing accountant roles: data analyst, data scientist and data storyteller. Obtaining datasets to compare and contrast with their organization’s data. Robotic Process Automation (RPA). BI tools.



Designed For

Accounting managers, controllers, and CFOs.


Understand AI, BI and DA will impact the Accounting function and positions. What is the business purpose for adopting these technologies. Identify Resources in the AI BI DA journey. Recognize current trends in the technology.






Leader Bios

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 $159.00

Member Price $129.00