July 31, 2025


Webinar


8 CPE

Walter Haig's Business Financial Health Checkup

July 31, 2025
Webinar
8 CPE

Walter Haig's Business Financial Health Checkup

  • Instructor

    Walter
    Haig

Learning Objectives

After attending this presentation, you will be able to...

  • Identify the differences and synergies between Excel's Power BI tools and the standalone Power BI tools, enabling a clear understanding of when and how to use each tool effectively in various business scenarios.
  • Distinguish between the various functionalities and use cases of Power BI tools, empowering participants to select the most appropriate Power BI tool for specific data analysis and reporting needs in their professional roles.
  • Identify the key features and functionalities of Microsoft Power Query.
  • Distinguish between different data transformation techniques in Power Query, including data cleaning, merging, and pivoting.
  • Apply advanced DAX formulas in Power BI to create dynamic and efficient data measures tailored to specific business needs.
  • Determine the most effective time-intelligent functions in DAX for analyzing temporal data trends and patterns in Power BI.
  • Identify key differences between common DAX functions and their use cases, enabling more strategic and informed decision-making in Power BI measure creation.
  • Choose the appropriate DAX calculation processes for validating and ensuring the accuracy of measures in various data scenarios.
  • Use PivotTables in Power BI to validate and test the effectiveness of DAX measures, enhancing the reliability of data analysis.
  • Categorize the components of an efficient Power BI workflow and identify areas for optimization.
  • Evaluate Power BI performance metrics and apply optimization techniques for enhanced usability.
  • Assess the capabilities of Power BI Services to effectively share, collaborate, and manage data insights across teams and organizations.

Major Topics

  • The major topics that will be covered in this class include:

    • Amendments to the U.S. Accounting Standards Codification (i.e.
    • U.S. GAAP) issued during the 18-month period prior to the program that impact SMEs
    • Update and review of the tax and cash special purpose frameworks
    • Update and review of the AICPA Financial Reporting Framework for SMEs
    • Update on common errors and deficiencies as identified in financial statements as identified in peer reviews and in litigation

CPE Credits Available

8 CPE
8
Accounting

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Accounting

Advanced Preparation

None

Intended Audience

This course is designed for practitioners who have the responsibility of analyzing the financial condition and organizational health of closely held companies.

Provider

CPA Crossings, LLC

Register For This Event

  • ASCPA Member

    $ 239 239
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  • ASCPA Non-Member

    $ 289 289
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