Tactical Data Management – Turning Data into Actionable Information

Overview

Organizations collect massive amounts of data, but far less information that actually improves decisions. This session focuses on how CFOs and CPAs can tactically manage data to generate insight, improve performance, and reduce risk. Participants will explore financial and non-financial data, data organization, and the role of analytics in understanding customers, operations, and employees. The session emphasizes clarity, simplicity, and storytelling so data supports better decisions rather than overwhelming stakeholders.

Highlights

The difference between data and information
Financial versus non-financial performance metrics
Customer, internal process, and employee data
Balanced Scorecard concepts and performance linkage
Data risks, cybersecurity, and governance concerns
Organizing data to answer the right business questions
Using visuals and storytelling to communicate insights
Empirical, fact-based decision-making

Prerequisites

None

Designed For

This course is designed for finance and accounting professionals who are responsible for translating financial strategy into execution.

Objectives

Identify strategies for transforming raw data into actionable insights that improve business decision-making.
Understand the role of both financial and non-financial data in driving organizational performance and reducing risk.
Apply techniques for organizing and analyzing data to gain meaningful insights about customers, operations, and employees.
Develop skills in presenting data clearly and effectively using simplicity, storytelling, and visualization.
Evaluate how analytics can support strategic decision-making and enhance stakeholder communication.

Preparation

None

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).