Walter Haig's GAAP for SMEs, Tax & Cash Frameworks Update

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

• Recall the fundamental principles of AI and its applications in marketing.
• Leverage AI tools and technologies to enhance marketing campaigns.

• Identify specific applications for AI in accounting, auditing, tax and advisory services

• Recognize the potential to leverage AI technology to reduce costs and increase revenue

• Implement AI tools to transform business ideas into marketable digital products

• Create professional audio-visual content using AI-powered platforms

• Analyze the essential privacy, security, and compliance considerations when working with Generative AI technologies.

• Identify best practices for secure data sharing with GPT models.

• Find and Automate the Right Tasks: spot tasks and processes that can be automated, using the latest tech to make your business more efficient and free up valuable time.

• Use Outsourcing to Grow: choose the right outsourcing opportunities that fit your business needs, tap into specialized skills while keeping costs down.

• Identify key features of Copilot in Excel and their applications in data analysis.

• Distinguish between traditional Excel workflows and AI-enhanced capabilities.

• The major topics that will be covered in this course include:
  
  All courses in this Pack are presented by Bryan Smith.

  Course 1: Get started with Power BI

  CPE: 2

  Description: The course will cover Excel's Power BI tools

• Power Pivot, for advanced data modeling, and Power Query, for efficient data transformation and preparation. This segment is essential for understanding how Power BI extends and enhances the data processing and analytical capabilities of Excel. The second section of the course delves into the standalone Power BI tools.

  Course 2: Clean, transform & load data in Power BI

  CPE: 2

  Description: This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities.

  Course 3: Create measures in Power BI that define your Metrics

  CPE: 4

  Description: Starting with the foundational elements of DAX, you'll rapidly progress to tackle advanced formulas and time-intelligent functions, essential for nuanced data analysis. The highlight of the course is the emphasis on the DAX calculation process, a crucial aspect for validating measures in Power BI. Additionally, the practical application of PivotTables for measure validation will equip you with the skills to confirm the accuracy and effectiveness of your data measures. These advanced techniques are not just theoretical concepts but are presented through engaging, real-world scenarios, enabling you to apply your learning immediately to your daily tasks.

  Course 4: Power BI

• Bringing It All Together for Data Analysis

  CPE: 2

  Description: Building on the foundational knowledge from previous courses, this session focuses on the crucial next steps after creating data models and measures, guiding participants on how to fully utilize the potential of these tools to uncover insights and create impactful, actionable visualizations. This course takes a deep dive into the critical aspects of using Power BI to its fullest potential, emphasizing a holistic approach to data analytics. You'll learn how to build a streamlined workflow, ensuring every step in your data journey contributes to actionable insights.