Data Visualization for Audits

Overview

This course provides a practical overview of reserves planning and its critical role in supporting nonprofit financial stability and mission success. Participants will learn why reserves are important, how to determine an appropriate reserves target based on organizational risks and needs, and the key components of reserves, including working capital, risk reserves, and general reserves. The course also highlights best practices for aligning reserves planning with strategic and financial goals, helping nonprofit leaders and finance professionals make informed, balanced decisions in an evolving environment.

Highlights

• Common data sets
• How to visualize data sets and interpret results
• How to replace manual audit procedures with technology

Prerequisites

Base level understanding of Excel.

Objectives

• Determine what data can be utilized
• Recognize common visualization techniques and tools
• Identify how data can drive efficiency into auditing procedures
• Practice visualizing common data sets to identify anomalies

Preparation

A laptop with Excel is required.

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.