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Wednesday, May 27, 2026 Live Webcast

From Numbers to Narratives: Mastering Data Analysis for CPAs (X2-71788)

4:00 PM - 6:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in SK

OVERVIEW

The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. "From Numbers to Narratives: Mastering Data Analysis for CPAs" explores the "why" behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive.

DESIGNED FOR

This course is designed for accounting professionals across all career levels - students, staff accountants, managers, directors, and partners - whether in public practice or corporate accounting.

BENEFITS

After attending this presentation, you will be able to...

  • Identify the reasons why CPAs must transition from compliance-focused work to data-driven advisory roles.
  • Recognize the core tools within Microsoft 365 that support effective data analysis and collaboration.
  • Distinguish between compliance reporting and data storytelling to better comprehend how insights influence decision-making.

HIGHLIGHTS

The major topics that will be covered in this course include:

  • The Evolving Role of CPAs in a Data-Driven World
  • Why Data Analysis Matters for CPAs
  • Key Data Analysis Skills and Concepts for CPAs
  • Leveraging Microsoft 365 Tools for Data Analysis
  • Building a Data Analytics Mindset

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

DataSmithPro, LLC

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PRICING

$79.00 - Member

$89.00 - Nonmember

Register Today


Note: Online pre-registration will close on May 27 at 3:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings