Power BI: Two-Part Series

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.

Make your data work for you in this Two-Part Power BI Series:

Cost:
$Free NSAC Member: Part 1 -Fundamental Concepts of Business Intelligence
$99.00 Non-Member: Part 1 -Fundamental Concepts of Business Intelligence
$Free NSAC Member: Part 2 -Power BI Basics
$99.00 Non-Member: Part 2 -Power BI Basics
$Free NSAC Member: Two-Part Power BI Series
$175.00 Non-Member: Two-Part Power BI Series

Part 1: 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
CPE: 2 Credit Hours
Program Level: Intermediate

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

Who should attend: Business professionals seeking to develop and implement BI solutions as a means of enhancing financial reporting. This session is designed for accounting and business users and not IT professionals.

Course 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

Prerequisite: Basic understanding of computer operations and terminology, including Microsoft Office Excel.

Registration
REGISTER FOR THIS WEBINAR 
SAVE AND REGISTER FOR THE ENTIRE SERIES

Part 2: Power BI Basics
Date: Tuesday, March 28, 2023
Time: 02:00 PM ET / 01:00 PM CT / 12:00 PM MT / 11:00 AM PT 
CPE: 2 Credit Hours
Program Level: Intermediate

In this program, you will learn how to implement “do-it-yourself business intelligence” using a variety of techniques and tools. We will build upon the foundations learned in the previous webinar, “Fundamental Concepts of Business Intelligence” to help you leverage that knowledge to build even more powerful BI objects using Microsoft’s Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.

Who should attend: Business professionals and accountants seeking to develop and implement BI solutions as a means of enhancing financial reporting. This is NOT a course designed for IT professionals, rather, it is designed for accountants and business professionals who want to learn more about how they can use low-code, no-code tools and self-service business intelligence platforms like Power BI to solve their data wrangling, summarization, and reporting issues.

Course Objectives: Upon completing this course, you should be able to:
• Explain the meaning of “ETL” and its importance to BI platforms like Power BI
• Describe how data can be retrieved, cleaned, and published to a Power BI data set from within either Power BI or Excel
• Identify the key parts of the Power BI interface and explain when you would use the cloud version of Power BI versus the on-premises version
• Explain the purpose of data connectors and how they are used to load data into databases and refresh data in real time.
• Create and distribute dashboards using Power BI

Prerequisite:
• Basic understanding of computer operations and terminology, including Microsoft Office Excel;
• Webinar course through NSAC – “Fundamental Concepts of Business Intelligence” or equivalent knowledge.

Registration:
REGISTER FOR THIS WEBINAR 
SAVE AND REGISTER FOR THE ENTIRE SERIES

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.