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Information management

About this topic

These learning resources are designed to help you - whether working in a business or firm - establish and maintain proficiency in the areas of information and data management and analysis; IT risk and assurance services, including service organization controls (SOC) reporting; and information security and privacy, including the growing issue of cybersecurity.

Mastering Data Preparation and Analysis in Excel

Learn the logical progression of spreadsheet creation, including design concepts that EVERY CPA should incorporate into their spreadsheets. Then, discuss concepts to...

Webcast Information systems environment Foundational

Digital Client Advisory Services Roadmap Workshop

May 5 - 6, 2020 - New York, NY - This two-day, 15-CPE-credit, interactive workshop will prepare public accounting firms to successfully move their client accounting...

Conference – Live Firm operations Foundational

Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups

This webcast walks through the limitations, and suggests how to improve the VLOOKUP function. We spend some time trapping errors with the IFERROR function, which was...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 1: Tables and Named References

The first webcast in the Excel for Accounting Professionals series covers one of the most significant enhancements rolled out with Excel 2007, Tables.

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

This webcast covers the function that sums better than the SUM function for accounting professionals.

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

This webcast covers workbook design principles to help you build reliable recurring-use workbooks, as well as workbook and worksheet organization ideas.

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups

This webcast opens with conditional summing. If you have not explored conditional summing yet, you are in for a surprise. Conditional summing is a game changer and...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 6: List Comparisons and Indenting

This webcast opens with how to use Excel's lookup functions to perform list comparisons. And, how to perform multicolumn list comparisons without first combining...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation

This webcast covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check

This final session in the Excel for Accounting Professionals webcast series offers you the opportunity to apply many of the items covered at the same time. The...

Webcast Information systems environment Foundational

Excel for Accounting Professionals Webcast Series

The Excel for Accounting Professionals webcast series is designed to walk through the Excel features, functions and techniques that will save you time.

Webcast Information systems environment Foundational

Complete Guide to the CITP Body of Knowledge - CITP Exam Review Course

An in-depth and comprehensive review of the topics covered on the CITP exam.

Course – Online CITP credential preparation