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Management reporting & analysis

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Based on the CGMA Competency Framework, these resources allow you to focus on technical, business, people, leadership, and digital skills. All areas are underpinned by the need for ethics, integrity and professionalism. Log in and start learning today.

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KPI Dashboards - The New Financial Reporting Model

Join this webcast to learn more about the growing need for KPI dashboards and how to embrace this model. You will learn the what, why and how of integrating KPI...

Webcast Accounting information systems and digital technologies Foundational

Microsoft PowerBI - Fundamentals of Power Query

This webcast focuses on using the PowerBI Power Query, as well as Get and Transform in Excel 2016, to clean, shape and transform your messy data while still allowing...

Webcast Information systems environment Foundational

Microsoft PowerBI - Fundamentals of the PowerBI Desktop App

This webcast focuses on learning the PowerBI Desktop interface, connecting to data sources and creating visualizations. We will tour the PowerBi Desktop interface and...

Webcast Data visualisation Foundational

Microsoft PowerBI - Fundamentals of the PowerBI Dashboards

Microsoft's cloud-based platform on PowerBI.com allows you to share your data and create meaningful dashboards. This webcast introduces you to the interface and...

Webcast Data visualisation Foundational

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

Analyzing a Company's Financial Statement

This webcast presents financial statements as a set of dynamic instruments that can be used for accurate, relevant and timely financial decisions.

Webcast Financial analysis Foundational

Introduction to Data Analytics and Microsoft PowerBI Tools

Excel is the #1 data analysis tool for accountants, yet most accountants don’t know the basics of Excel data analysis functions and tools. In this webcast, we will...

Webcast Information systems environment Foundational

Microsoft PowerBI - Introduction to Data Analysis in Excel

Before you start using all of the PowerBI tools, you first need to understand the data analysis tools available in Excel. This webcast introduces you to the relevant...

Webcast Information systems environment Foundational

Microsoft PowerBI - Improve Data Analysis with DAX Measures

This webcast digs into major PowerBI tools. We will introduce DAX formulas and how they are used to create calculations. You will also learn about Power Pivot as a...

Webcast Information systems environment Foundational

Microsoft PowerBI - Power Pivot for Advanced Data Analysis

This webcast focuses on using the Power Pivot features to enhance your data analysis. You will also learn how to use a date or calendar table to perform date analysis.

Webcast Information systems environment Foundational

Investment Data Gathering and Analysis

A three-part self-study course covering assessment of investment risk, information gathering and financial analysis for the client.

Course – Online Investment planning Intermediate

Streamlined Excel Reporting Series Session 2: Working with PivotTables

This session begins by comparing the formula-based reports we built at the end of the EAP series to PivotTables.

Webcast Information systems environment Foundational