Data & Predictive Analytics & Business Intelligence for Controllers/CFOs
Total Credits: 4 including 1 Business Management & Organization - Non-technical, 1.5 Computer Software & Applications - Non-technical, 1.5 Information Technology - Technical
- Average Rating:
- 39
- Categories:
- ACPEN Industry Institute | Industry | Technology
- Faculty:
- James T. Lindell, CPA, CSP, CGMA, MBA
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
The Accountant role is evolving from data aggregation to knowledge extraction, with a significant emphasis on understanding and leveraging technological advancements. In this era of rapid digital transformation, it is crucial for accountants to grasp the shift towards more analytical roles, learn the tools, and integrate Business Intelligence (BI) and Data Analytics (DA) in their organization and daily practices. This course will focus on raising the accountant's awareness of BI and DA practices, the impact of AI technologies like ChatGPT, and how these can benefit their organization. By embracing these technologies, accountants can enhance their value proposition by transitioning from traditional accounting roles to becoming strategic advisors and decision-makers.
Basic Course Information
Learning Objectives- Understand how AI, BI, and DA will impact the Accounting function and positions.
- Comprehend the business purpose for adopting AI technologies, including ChatGPT, and their role in enhancing BI and DA applications.
- Identify resources in the AI, BI, DA journey, with a focus on integrating ChatGPT for advanced data analysis and customer interaction.
- Recognize current trends in technology that are shaping the future of accounting.
- Learn how to leverage ChatGPT for automating routine tasks, generating insights from data, and improving decision-making processes.
Major Subjects
- DA and BI relationship to accountant value.
- Current trends in BI and DA, including the emergence of AI tools like ChatGPT.
- The changing accountant roles: data analyst, data scientist, and data storyteller, with an emphasis on how ChatGPT can be utilized in these capacities.
- Obtaining datasets to compare and contrast with their organization's data, and how ChatGPT can assist in analyzing and interpreting this data.
- BI tools and the inclusion of AI technologies such as ChatGPT to streamline processes and improve analytical capabilities.
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase |
Data & Predictive Analytics & Business Intelligence for Controllers/CFOs Handout (12.8 MB) | Available after Purchase |
Faculty

James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products
President
Thorsten Consulting Group, Inc.
Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.
Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.
Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.
Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.
Dates
Mon, Apr 28, 2025 - 10:00am to 01:43pm EDT
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Wed, May 14, 2025 - 12:00pm to 03:43pm EDT
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Tue, May 27, 2025 - 10:00am to 01:43pm EDT
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Wed, Jun 11, 2025 - 09:00am to 12:43pm EDT
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Sat, Jun 14, 2025 - 12:00pm to 03:43pm EDT
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Mon, Jun 30, 2025 - 10:00am to 01:43pm EDT
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Mon, Jun 30, 2025 - 02:00pm to 05:43pm EDT
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Thu, Jul 03, 2025 - 10:00am to 01:43pm EDT
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Tue, Jul 15, 2025 - 12:00pm to 03:43pm EDT
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Fri, Aug 15, 2025 - 12:00pm to 03:43pm EDT
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Fri, Aug 29, 2025 - 02:00pm to 05:43pm EDT
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Thu, Sep 04, 2025 - 10:00am to 01:43pm EDT
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Mon, Sep 15, 2025 - 12:00pm to 03:43pm EDT
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Wed, Oct 15, 2025 - 12:00pm to 03:43pm EDT
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Wed, Oct 29, 2025 - 02:00pm to 05:43pm EDT
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Tue, Nov 04, 2025 - 10:00am to 01:43pm EST
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Sat, Nov 15, 2025 - 12:00pm to 03:43pm EST
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Mon, Dec 15, 2025 - 12:00pm to 03:43pm EST
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Mon, Dec 29, 2025 - 02:00pm to 05:43pm EST
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Mon, Jan 05, 2026 - 10:00am to 01:43pm EST
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Thu, Jan 15, 2026 - 12:00pm to 03:43pm EST
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Tue, Feb 17, 2026 - 12:00pm to 03:43pm EST
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Sat, Feb 28, 2026 - 02:00pm to 05:43pm EST
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Wed, Mar 04, 2026 - 10:00am to 01:43pm EST
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Wed, Mar 18, 2026 - 12:00pm to 03:43pm EDT
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Wed, Apr 15, 2026 - 12:00pm to 03:43pm EDT
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Tue, Apr 28, 2026 - 02:00pm to 05:43pm EDT
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Mon, May 04, 2026 - 10:00am to 01:43pm EDT
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Fri, May 15, 2026 - 12:00pm to 03:43pm EDT
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Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
Accounting Managers, Controllers, CFOs
Original Recording Date
02/20/2024
Yellow Book
No
Course Developer
James T. Lindell
Date Added to Catalog
02/20/24
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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