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Fundamentals of Data Analysis in Excel

Available Until

Self-study

4.00 Credits

Member Price $89.00

Non-Member Price $119.00

Overview

The Fraud Series (March 2025) centers on the “Wild Hunt” case’a real-world nonprofit fraud allegation that highlights how quickly suspicion can escalate into perceived fraud. Through this detailed case study, participants will examine fund accounting, financial disclosures, and the misinterpretation of data, while contrasting these findings with examples of actual fraud cases. This course emphasizes the difference between fraud, negligence, and misunderstanding, equipping accounting and finance professionals with practical skills to evaluate red flags, challenge assumptions, and approach fraud investigations with greater accuracy and critical thinking. Recorded March, 2025.

Highlights

  • Analyze a dataset using native Excel tools
  • Apply Excel tools and formulas to transform and structure your data
  • Create pivot tables to slice and dice your data
  • Visualize data with pivot charts and Excel Charts
  • Explore the landscape of data analysis and visualization

Objectives

  • Pull and visualize insights from your data using data analysis tools
  • Apply best practices for data structuring, analysis, and visualizations
  • Discover modern Excel functionality like dynamic array formulas, linked data types, and more.

Preparation

Attendees should have a basic understanding of accounting fundamentals and Excel.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.

Non-Member Price $119.00

Member Price $89.00