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Wednesday, March 4, 2026 Live Webcast

Data & Predictive Analytics & Business Intelligence for Controllers/CFOs (X4-7297228)

10:00 AM - 1:43 PM EDT
webcast

Vendor Platform

1 CPE Credits in MT
3 CPE Credits in SK

OVERVIEW

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.

DESIGNED FOR

Accounting Managers, Controllers, CFOs

BENEFITS

  • 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.

HIGHLIGHTS

  • 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 LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

James Lindell

James T. Lindell, CPA, M.B.A., CSP, CGMA

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.

PRICING

$129.00 - Member

$159.00 - Nonmember

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Note: Online pre-registration will close on March 4 at 9:30 AM.

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COURSE DEVELOPER

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