Keeping up with tech tools a must for CPAs

Posted on Tuesday, November 20, 2018 by Gary Hunt

By Jessica Salerno, OSCPA Senior Content Manager

As the list of responsibilities for CPAs grow, it’s understandable if certain tasks get left behind. But neglecting to update your skillset when it comes to analytical tools could be a costly mistake.

“It often gets put on the backburner,” said Tiffany Crosby, CPA, OSCPA’s director of learning. “It’s one of those things where you come to learn there’s really never an ideal time to step away and invest in your own development. Yet it is one of the most critical things you can do as it relates to providing value to your company. You just have to make a commitment to do it.”

Earlier this year the Journal of Accountancy listed tech skills as necessary for CPAs to face the growing pace of change in business. To ensure our members are equipped with the skillset necessary to compete in the business environment, OSCPA next week will offer tech seminars covering Excel, Microsoft Office and business intelligence tools.

Crosby said attendees of the seminars will walk away with practical tips they can use immediately. She said over the years Excel has added features that used to require someone with an IT background to execute, but now are options available to accountants.

“But if you haven’t kept up with how Excel has changed and the upgrades you’re not taking advantage of those things,” she said.

Learn more about the seminars and register below:

Excel Data Magic, Including Advanced PivotTables and Power Pivot
Leave the manual reporting processes behind and move into the new world of automatically linking data into Excel for analyzing, reporting and preparing visualizations. Using tools such as Power Query and Power Pivot, you can leverage your existing knowledge of PivotTables to do even more when it comes to summarizing, analyzing and reporting potentially very large volumes of data. In this program, you will learn how to use automated data queries to link data from external databases into Excel and then transform this data into Data Models. Additionally you will learn how to create compelling visualizations that better convey the true meaning behind the data and numbers.
Nov. 28 | Columbus

Business Intelligence, Featuring Microsoft's Power BI Tools
In today’s business climate, Business Intelligence (BI) is one of the hottest topics in professional circles. Increasingly, organizations of all sizes are seeking new tools to assist them in gaining greater insight into their data so they can make better financial decisions. Programs – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently. Learn how to work with and leverage advanced data query and summarization features in Excel to create Excel-based dashboards.
Nov. 29 | Columbus

Technology for CPAs - Don't Get Left Behind
This fast-paced course will review hardware and software enhancements and updates that are relevant to accountants, identify key security and privacy issues, and demonstrate the usage of fundamental features in Microsoft Office applications. You will learn from real-time demonstrations of practical applications of the latest tools which can provide you with the knowledge you need to harness the power of technology.
Nov. 30 | Columbus


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