Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Upgrade your Excel reporting models to increase speed and accuracy. Presented in partnership with the Institute of Business Analytics, this six half-day, CPA Ontario certificate program focuses on the Excel Models for Business Analytics and Reporting (i3BAR) methodology designed to build interactive Excel models with speed and accuracy. You will gain hands-on experience through case studies, practical exercises, and create a simulated Excel reporting model of your own.
Relying on simple formulae and automation, Business Analytics and Reporting (i3BAR) has been proven effective by practitioners worldwide in reducing the time needed to carry out routine reporting.
It is recommended participants have at least two years of experience with MS Excel.
Successful completion of this program, including the post-course project, will entitle participants to a Certificate in Business Analytics and Reporting from the Institute of Business Analytics.
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Schedule
- November 4, 2024, 9:00 a.m. - 12:30 p.m.
- November 5, 2024, 9:00 a.m. - 12:30 p.m.
- November 6, 2024, 9:00 a.m. - 12:30 p.m.
- November 7, 2024, 9:00 a.m. - 12:30 p.m.
- November 8, 2024, 9:00 a.m. - 12:30 p.m.
- November 11, 2024, 9:00 a.m. - 12:30 p.m.
Key Takeaways
Upon completion of this course, you will learn:
- Integrate data from disparate data sources into Excel.
- Build reliable and sustainable Excel reporting models.
- Construct interactive models for decision making.
- Create scenarios for planning and decision-making.
- Produce visually attractive and impactful reports.
- Automation processes.
- Five-step approach to problem solving.
- Present directly from Excel, while making Excel look like PowerPoint.
- Seven key principles of successful model building.
Earn a Digital Badge
Our new collection of digital badges can be earned through the completion of any of our certificate programs offered in our professional development catalogue. Collect these digital badges to add to your website, social profiles, email signature and more. These badges are an easy way to visually communicate your skills and accomplishments to your peers and network. Digital badges will be awarded based on course completion requirements.
Who Will Benefit
Accounting and finance professionals who need to produce financial and non-financial information for senior stakeholders; anyone wanting to automate and improve their spreadsheet-based Excel reporting and analytics; and those looking to support or lead future analytics and reporting projects.
Prerequisite(s)
- Participants must bring a laptop with Excel 2007 or above. Those with Apple MacBook can also benefit from the course but must be familiar with the differences in function keys from Windows.
- There will be pre-learning materials two weeks before the course start date.
Need Approval to Attend
How to Access the Course
We're pleased to invite you to register for our Certificate courses. Whether or not you're a CPA, you're more than welcome to join us on this learning journey. To get started, you'll need to create an account. Don't worry if you don't have a CPA Ontario ID yet; you can easily set up your account right here. Let's begin your learning adventure together.
This three day course is now being offered as six half day live morning sessions. All six sessions will be recorded and available for viewing should you miss a certain day or would simply like a refresher.
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the seminar to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
