Data Analytics Knowledge Hub

Analyzing data trends using specialized software and redesigned Power BI dashboards is becoming more commonplace for CPAs and accounting professionals. Learn what can be streamlined and consolidated for more efficiency.  

Review our collection of articles, events and resources below. 

Content

 

NJCPA and Third-Party Events

November 7, 2026Live Webcast
K2’s Data Analytics For Accountants And Auditors
November 9, 2026Live Webcast
Analytical Procedures for Nonprofits
November 12, 2026Live Webcast
Analytical Procedures: Practical Applications and Standards
November 13, 2026Live Webcast
From Numbers to Narratives: Mastering Data Analysis for CPAs
November 16, 2026Webcast Replay
Applying AI to Forecasting, Reporting and Decision Making
November 16, 2026Live Webcast
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
November 17, 2026Live Webcast
Tactical Data Management – Turning Data into Actionable Information
November 19, 2026Live Webcast
Data Analytics for Accountants and Financial Managers
November 19, 2026Live Webcast
Controllership Skills Update – Budgeting, Forecasting, and Big Data
November 21, 2026Live Webcast
Data Analytics & Journal Entry Testing for Auditors
November 23, 2026Live Webcast
K2’s Data Analytics For Accountants And Auditors
November 23, 2026Live Webcast
From Numbers to Narratives: Mastering Data Analysis for CPAs
November 25, 2026Live Webcast
How Accounting and Finance are Leading the Way - Part 4: Supply Chain Risks, Data Analytics, and Business Continuity
November 30, 2026Live Webcast
Data Science for Accountants – Business Analytics
December 2, 2026Live Webcast
Analytical Procedures: Practical Applications and Standards
December 7, 2026Live Webcast
Analytical Procedures for Nonprofits
December 12, 2026Live Webcast
K2’s Data Analytics For Accountants And Auditors
December 14, 2026Live Webcast
Data Analytics Toolkit – Tools and Applications
December 17, 2026Live Webcast
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
December 21, 2026Live Webcast
Analytical Procedures: Practical Applications and Standards
December 24, 2026Live Webcast
Data Analytics & Journal Entry Testing for Auditors
December 26, 2026Live Webcast
K2’s Data Analytics For Accountants And Auditors
December 26, 2026Live Webcast
Analytical Procedures for Nonprofits
December 30, 2026Live Webcast
Data Science for Accountants – Business Analytics
December 30, 2026Live Webcast
Tactical Data Management – Turning Data into Actionable Information
December 31, 2026Live Webcast
How Accounting and Finance are Leading the Way - Part 4: Supply Chain Risks, Data Analytics, and Business Continuity
January 9, 2027Live Webcast
Data Analytics & Journal Entry Testing for Auditors
January 12, 2027Live Webcast
K2’s Data Analytics For Accountants And Auditors
January 19, 2027Live Webcast
Data Analytics & Journal Entry Testing for Auditors
January 20, 2027Live Webcast
Tactical Data Management – Turning Data into Actionable Information
January 21, 2027Live Webcast
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
January 22, 2027Live Webcast
Analytical Procedures for Nonprofits
January 28, 2027Live Webcast
How Accounting and Finance are Leading the Way - Part 4: Supply Chain Risks, Data Analytics, and Business Continuity
January 29, 2027Live Webcast
Analytical Procedures: Practical Applications and Standards
February 4, 2027Live Webcast
K2’s Data Analytics For Accountants And Auditors
February 8, 2027Live Webcast
Data Science for Accountants – Business Analytics
February 12, 2027Live Webcast
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
February 17, 2027Live Webcast
Analytical Procedures: Practical Applications and Standards
February 18, 2027Live Webcast
Data Analytics & Journal Entry Testing for Auditors
February 19, 2027Live Webcast
Tactical Data Management – Turning Data into Actionable Information
February 20, 2027Live Webcast
K2’s Data Analytics For Accountants And Auditors
February 23, 2027Live Webcast
Controllership Skills Update – Budgeting, Forecasting, and Big Data
February 24, 2027Live Webcast
Analytical Procedures for Nonprofits
February 25, 2027Live Webcast
How Accounting and Finance are Leading the Way - Part 4: Supply Chain Risks, Data Analytics, and Business Continuity
March 2, 2027Live Webcast
Controllership Skills Update – Budgeting, Forecasting, and Big Data
March 15, 2027Live Webcast
From Numbers to Narratives: Mastering Data Analysis for CPAs
March 16, 2027Live Webcast
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
March 24, 2027Live Webcast
Analytical Procedures for Nonprofits
March 25, 2027Live Webcast
Data Science for Accountants – Business Analytics
March 25, 2027Live Webcast
How Accounting and Finance are Leading the Way - Part 4: Supply Chain Risks, Data Analytics, and Business Continuity
March 25, 2027Live Webcast
K2’s Data Analytics For Accountants And Auditors
March 26, 2027Live Webcast
Tactical Data Management – Turning Data into Actionable Information
March 29, 2027Live Webcast
Data Analytics & Journal Entry Testing for Auditors
March 30, 2027Live Webcast
Analytical Procedures: Practical Applications and Standards
April 8, 2027Live Webcast
Data Analytics Toolkit – Tools and Applications
April 14, 2027Live Webcast
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
April 15, 2027Live Webcast
From Numbers to Narratives: Mastering Data Analysis for CPAs
April 15, 2027Live Webcast
Analytical Procedures: Practical Applications and Standards
April 17, 2027Live Webcast
K2’s Data Analytics For Accountants And Auditors
April 19, 2027Live Webcast
Data Analytics & Journal Entry Testing for Auditors
April 22, 2027Live Webcast
Controllership Skills Update – Budgeting, Forecasting, and Big Data
April 26, 2027Live Webcast
Analytical Procedures for Nonprofits
April 27, 2027Live Webcast
Tactical Data Management – Turning Data into Actionable Information
April 29, 2027Live Webcast
How Accounting and Finance are Leading the Way - Part 4: Supply Chain Risks, Data Analytics, and Business Continuity
May 8, 2027Live Webcast
K2’s Data Analytics For Accountants And Auditors
May 11, 2027Live Webcast
Data Science for Accountants – Business Analytics
May 17, 2027Live Webcast
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
May 20, 2027Live Webcast
Data Analytics & Journal Entry Testing for Auditors
May 21, 2027Live Webcast
Analytical Procedures for Nonprofits
May 22, 2027Live Webcast
K2’s Data Analytics For Accountants And Auditors
May 26, 2027Live Webcast
Tactical Data Management – Turning Data into Actionable Information
May 27, 2027Live Webcast
How Accounting and Finance are Leading the Way - Part 4: Supply Chain Risks, Data Analytics, and Business Continuity
June 4, 2027Live Webcast
K2’s Data Analytics For Accountants And Auditors
June 24, 2027Live Webcast
How Accounting and Finance are Leading the Way - Part 4: Supply Chain Risks, Data Analytics, and Business Continuity
June 26, 2027Live Webcast
K2’s Data Analytics For Accountants And Auditors
June 30, 2027Live Webcast
Tactical Data Management – Turning Data into Actionable Information
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      Products and Programs

      Certificate Program
      Finance & Accounting Technology Certificate
      On-Demand Program
      Data Analytics for Accountants and Financial Managers
      On-Demand Program
      Surgent's Controllership Skills Update – Budgeting, Forecasting, and Big Data
      On-Demand Program
      Surgent's Data Analytics Readiness Series: Visualizations and Reporting
      On-Demand Program
      Surgent's Data Analytics Readiness Series: Data Extraction and Data Sources
      On-Demand Program
      Surgent's Data Analytics Readiness Series: Data Preparation Using Get and Transform
      On-Demand Program
      Surgent's Data Analytics Readiness Series: Formulas, Named Ranges, and Formula Auditing
      On-Demand Program
      Surgent's Data Analytics Readiness Series: Excel Tables
      On-Demand Program
      Surgent's Data Analytics Readiness Series: PivotTables
      On-Demand Program
      Surgent's Data Analytics Readiness Series: Data Modeling
      On-Demand Program
      Surgent's Data Analytics Readiness Series: Calculated Columns and Dimensions
      On-Demand Program
      Surgent's Data Analytics Readiness Series: Advanced Formulas- Array Formulas and DAX Formulas
      On-Demand Program
      Surgent's Data Analytics Readiness Series: Artificial Intelligence- Basic Concepts in Excel
      On-Demand Program
      Data Analytics Toolkit – Tools and Applications
      On-Demand Program
      Data Analytics: Planning and Implementation Strategies
      On-Demand Program
      Excel: The Data Tools for Analysis - Power Query and Power Pivot
      On-Demand Program
      Power BI Desktop: DAX Formulas, Reporting, and Visualizations
      On-Demand Program
      Power BI.com: Empowering Collaborative Data Analytics in Your Organization
      On-Demand Program
      Surgent's Get Started with Power BI
      On-Demand Program
      Surgent's Become a Data Analysis Expert
      On-Demand Program
      Surgent's Clean, Transform, and Load Data in Power BI
      On-Demand Program
      Surgent's Build a Data Model for Analysis in Power BI
      On-Demand Program
      Surgent's Create Measures in Power BI That Define Your Metrics
      On-Demand Program
      Surgent's Create Visuals in Power BI to Successfully Analyze Data
      On-Demand Program
      Surgent's Leverage PowerBI.com to Create Data Analysis for Others
      On-Demand Program
      Surgent's Create Paginated Reports with Power BI Report Builder
      On-Demand Program
      Surgent's From Numbers to Narratives: Mastering Data Analysis for CPAs
      On-Demand Program
      Surgent's Power BI - Bringing It All Together for Data Analysis
      On-Demand Program
      Surgent's Excel for Staff Level 3 - Build Reports and Analyze Data
      On-Demand Program
      What's Behind the Data?
      On-Demand Program
      Complete Guide to Analyze Data with Excel PivotTables
      On-Demand Program
      Advanced Excel for Staff - Build Reports and Analyze Data
      On-Demand Program
      The Innovative Finance Department: Finance and Big Data
      On-Demand Program
      The Innovative Finance Department - Nano Bundle
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          Resources