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14BUA: Budgeting, Forecasting and Business Analytics

If you have questions about this event, please call us at 952-831-2707.

Thursday, September 25, 2014
8:30am - 4:30pm Central Time
8 CPE (8 technical)
Minnesota Society of CPAs, Bloomington

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The built-in reports of today's accounting information systems rarely provide all the information you need to properly manage business operations. Discover modern business performance measurement tools that improve and expedite your planning, measurement, reporting and control processes. Explore top third-party tools to improve your budgeting and forecasting processes, such as Budget Maestro, PROPHIX and SAP BPC. Review measurement and reporting solutions like BizInsight, Crystal Reports and F9. Find out how to enhance analysis and reporting using Excel and speed up your data retrieval processes using open database connectivity (ODBC). Come away with tools to provide your company or clients with more effective information retrieval, analysis, reporting and planning capabilities that help you better manage the business.

Major subjects

  • Introduction to financial reporting and business analytics
  • Data mining, data warehouses, balanced scorecard, ODBC and online analytical processing
  • Excel PivotTables and OLAP analysis
  • How to create Excel PivotTables and use them to analyze and report on data
  • How to use charts, PivotCharts and dashboards to communicate results
  • Reporting with entry-level accounting systems
  • Key reporting technologies and applications for small businesses and mid-sized organizations
  • Tools for analyzing risk and providing key performance indicators
  • Financial reporting and business analytics for enterprise systems
  • Budgeting and forecasting tools
  • Must-have features of effective budgeting and forecasting applications

Learning objective(s)

  • Understand business performance measurement tools to improve information retrieval, analysis, reporting and planning

Who should take this program?

CPAs in industry and public practice

Fees

Our records indicate you are a nonmember. If you register, you will be charged $349.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $299.00
checkmark Standard Nonmember Fee $349.00

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
Area
of study
Management
Field(s)
of study
Specialized Knowledge - Technical (8.0)
Level Intermediate
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Basic understanding of Windows and Excel recommended.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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If you have questions about this event, please call us at 952-831-2707.