Fundamental Concepts of Business Intelligence

Date: Tuesday, March 21, 2023
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT [Prevailing Time]
Presenter: Brian Tankersley, CPA.CITP, CGMA, Director, Strategic Relationships, K2 Enterprises
Moderator: Wayne Sine, CPA, MBA, Director of Education, National Society of Accountants for Cooperatives
Learning Objectives:
Upon completing this course, you should be able to:
• Describe the meanings of critical terms associated with databases and business intelligence such as tables, records, joins, ETL (extract/transform/load)
• Explain how Power Query is used in Excel to create low-code/no-code scripting of data transformations
• Create Excel-based BI dashboards
• List the potential shortcomings of BI solutions based wholly on Excel
Field of Study: Computer Software & Applications
Program Level: Intermediate
CPE Credit: 2 Credit Hours
Delivery Method: Group Internet-based
Prerequisite(s): Basic understanding of computer operations and terminology, including Microsoft Office Excel.
  Order Recording

Course Description

In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.

In this program, you will critical terms and concepts associated with business intelligence and databases required to help you understand business intelligence platforms like Power BI, Tableau, and Qlik.

This session is designed for accounting and business users and not IT professionals.

Who should attend: Business professionals seeking to develop and implement BI solutions as a means of enhancing financial reporting.

Presenter and Moderator Bios

Presenter: Brian Tankersley, CPA.CITP, CGMA, Director, Strategic Relationships, K2 Enterprises

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review. Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 48 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference. Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs. Brian and his family make their home in Farragut, Tennessee.

Moderator: Wayne Sine, CPA, MBA, Director of Education, National Society of Accountants for Cooperatives

Wayne Sine is an experienced and highly knowledgeable professional in the field of Tax. Wayne recently retired as Tax Director from his company, Southern States Cooperative. He has extensive experience working with agricultural cooperatives and has been a long-time member of the NSAC. He is extremely active in the NSAC, serving as both past Chapter President of the Atlantic Chapter, and past Chair of the Tax Committee, and is currently serving as the NSAC Director of Education.. Wayne's career is marked by several accomplishments, and he has always been involved in many organizations, spreading his knowledge. Wayne is a member of the Legal, Tax, and Accounting (LTA) Committee for the National Council of Farmer Cooperatives. He is also Past Chair of both the Tax Committee of the Virginia Chamber of Commerce and the Virginia Manufacturers Association. Wayne also served on the Tax Policy Committee at the Virginia Society of CPAs and served as past Region Vice President for the Tax Executives Institute.

Cost
Free for NSAC Members / $99.00 for Non-Members

This CLN is part of the following series:

Power BI: Two-Part Series

Fundamental Concepts of Business Intelligence
March 21, 2023
CPE: 2 Credit Hours
Free for Members | $99 for Non-Members

Power BI Basics
March 28, 2023
CPE: 2 Credit Hours
Free for Members | $99 Non-Members

CLICK HERE TO SAVE BY PURCHASING THE TWO-PART SERIES 

The entire series can be purchased at a discount for:
Free for Members / $175.00 for Non-Members

Delivery System

• All programs are delivered using the Zoom platform.
• Confirmations will include log-in instructions.
• Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
• All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
• There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.