Accounting Data Analytics - Connecticut Society of CPAs

Overview

This 2-hour mini course introduces how data analytics can be used to improve engagement quality and efficiency. Participants explore the use of data analytics to assess risk, support financial statement assertions, assess internal controls and uncover fraud. Apply the ADA IDEASc approach to using data analytics on engagements to ensure compliance with audit and review standards and to provide value-added services to clients.

All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training: visual interaction between the instructor and all participants (plan to be "on screen" throughout the program); breakout rooms to ensure small group engagement; and instructor interaction screen share for small group presentations, easy delivery of video presentations, and fillable PDF for online note-taking in the course materials.

Objectives

Improve staff members' knowledge of when and how to use data analytics to improve engagement quality and efficiency.

Understand how accountants use descriptive, diagnostic, predictive and prescriptive analytics.

Use the ADA IDEASc approach to using data analytics on firm engagements.

Become familiar with commonly used data visualization methods.

Use accounting data analytics to add value to engagements.

Highlights

Accounting data analytics

Designed For

Accountants and auditors with limited experience in data analytics who are interested in how to use audit data analytics on audit and accounting engagements.

Prerequisites

None

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Bonnie Kennedy, Salve Regina

Leader Bios

Bonnie Kennedy, Salve Regina

Bonnie Kennedy, CPA, licensed as a CPA in Rhode Island, is a Group Practice Leader for Kaplan Financial Education and AHI Associates. Bonnie has more than 30 years’ experience in the accounting profession. She began her career in public practice with a regional accounting firm in New England, before taking a position as the Controller and Treasurer of a manufacturing firm. Currently, Bonnie is a full-time faculty member at Salve Regina University. She has taught accounting and auditing courses at both the graduate and undergraduate levels. She holds a BS degree in Business Administration and a MS degree in Accounting from the University of Rhode Island. During her association with the regional CPA firm, Bonnie was involved in recruiting, interviewing, and mentoring new staff. She also designed and conducted continuing professional education programs for the firm. After initial exposure to both taxation and attestation work, Bonnie eventually specialized in audits of manufacturing companies and not-for-profit entities. She has published articles in scholarly journals, and presented her work at national conferences. She has served on the Board of Directors for several not-for-profit entities, and currently serves as the Treasurer for her local youth soccer association. She is a member of the Rhode Island Society of CPAs, the Association of Certified Fraud Examiners, and the AICPA.

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