From Numbers to Narratives: Mastering Data Analysis for CPAs
From Numbers to Narratives: Mastering Data Analysis for CPAs
CPE Credit:
2
Overview
Description:
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. “From Numbers to Narratives: Mastering Data Analysis for CPAs” explores the “why” behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive.
This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications – such as Excel, Power Query, Power BI, OneDrive, and Teams – can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Field of Study:
Specialized Knowledge (2 CPE)
Instructor
Instructor:
Bryan L. Smith, CPA.CITP, CISA
Additional Details
Who should attend:
This course is designed for accounting professionals across all career levels – students, staff accountants, managers, directors, and partners – whether in public practice or corporate accounting.
Program Level:
Basic
Program Content:
The major topics that will be covered in this course include:
- The Evolving Role of CPAs in a Data-Driven World
- Why Data Analysis Matters for CPAs
- Key Data Analysis Skills and Concepts for CPAs
- Leveraging Microsoft 365 Tools for Data Analysis
- Building a Data Analytics Mindset
Learning Objectives:
After attending this presentation, you will be able to…
- Identify the reasons why CPAs must transition from compliance-focused work to data-driven advisory roles.
- Recognize the core tools within Microsoft 365 that support effective data analysis and collaboration.
- Distinguish between compliance reporting and data storytelling to better comprehend how insights influence decision-making.
Prerequisites:
None
Advanced Preparation:
None
Developed By:
DataSmithPro
Format:
Group-Internet-Based
Course Code:
DPBSFNN2
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NASBA Sponsor
From Numbers to Narratives: Mastering Data Analysis for CPAs
Course Code:
DPBSFNN2
Program Level:
Basic
Description:
The accounting profession is rapidly shifting from a compliance-centered focus to one that demands insight, foresight, and strategic advisory skills. “From Numbers to Narratives: Mastering Data Analysis for CPAs” explores the “why” behind this transformation and highlights the critical role data analysis plays in helping CPAs remain relevant and competitive.
This course provides a high-level overview of the skills and mindset required to move beyond historical reporting and into forward-looking analysis and storytelling. Participants will gain an understanding of how Microsoft 365 applications – such as Excel, Power Query, Power BI, OneDrive, and Teams – can be leveraged to transform raw financial data into meaningful insights. With an emphasis on the advisory role of CPAs, this course empowers professionals at every stage of their career to embrace analytics as a core competency.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Program Content:
The major topics that will be covered in this course include:
- The Evolving Role of CPAs in a Data-Driven World
- Why Data Analysis Matters for CPAs
- Key Data Analysis Skills and Concepts for CPAs
- Leveraging Microsoft 365 Tools for Data Analysis
- Building a Data Analytics Mindset
Learning Objectives:
After attending this presentation, you will be able to…
- Identify the reasons why CPAs must transition from compliance-focused work to data-driven advisory roles.
- Recognize the core tools within Microsoft 365 that support effective data analysis and collaboration.
- Distinguish between compliance reporting and data storytelling to better comprehend how insights influence decision-making.
Who should attend:
This course is designed for accounting professionals across all career levels – students, staff accountants, managers, directors, and partners – whether in public practice or corporate accounting.
Developed By:
DataSmithPro
Instructor:
Bryan L. Smith, CPA.CITP, CISA
CPE Credit:
2
Field of Study:
Specialized Knowledge (2 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 5/15/2026 @ 1:30 PM
- 5/27/2026 @ 4:00 PM
- 6/12/2026 @ 3:30 PM
- 6/24/2026 @ 10:00 AM
- 7/7/2026 @ 11:30 AM
- 7/21/2026 @ 3:30 PM
- 8/6/2026 @ 11:30 AM
- 8/18/2026 @ 4:00 PM
- 8/31/2026 @ 12:30 PM
- 9/15/2026 @ 2:00 PM
- 9/28/2026 @ 12:00 PM
- 10/13/2026 @ 2:30 PM
- 10/26/2026 @ 10:30 AM
- 11/13/2026 @ 3:00 PM
- 11/23/2026 @ 3:30 PM
- 12/9/2026 @ 12:30 PM
- 12/26/2026 @ 9:30 AM
- 1/5/2027 @ 12:30 PM
- 1/21/2027 @ 10:30 AM
- 2/5/2027 @ 3:30 PM
- 2/17/2027 @ 4:00 PM
- 3/5/2027 @ 3:00 PM
- 3/15/2027 @ 3:00 PM
All times are Eastern Time Zone