E-LearningAccounting

Data Driven Compliance Insights with Power BI

Duration
60 min
CPD
1.0 hour
Format
E-Learning
Data Driven Compliance Insights with Power BI

Overview

Data is the new oil, but extracting this isn’t always as easy as it seems.

But what about the latest innovations with AI and Co-pilot along with how we transform your accounting firm to be more data driven using the industry leader, Power BI

Many think of Power BI as this extremely complex and difficult product to learn with all the different coding elements to it like MSCript and DAX. Whilst there is some truth to that, it’s not applicable in every single scenario.

The truth is, you can extract a lot of value (and data) without needing to understand either of the above in significant detail, especially with the advances AI which will continue to make it easier to adopt analytics in compliance.

Learn how to analyse vast amounts of data over a year to find potential compliance issues with regards to non-deductibility, incorrect classification and possible tax issues or errors.

As a compliance auditor we must investigate and do sample testing on a lot of transactions and sometimes Excel just won’t cut it. 

It runs out of puff, but its more powerful sibling, Power BI will easily cope with larger datasets. This will save you money from hiring a database developer.

Learning Outcomes:

Attendees will gain access to this more powerful data processing tool without learning complex code as they will be building on Excel basics previously.

Participants will also get to see some of the enhanced generative AI features that are now appearing inside Power BI to make it easier to do calculations.

Suited to:

This is suited to those that just want to start at the basics and understand the fundamentals of Power BI more simply before going deeper into the dashboards and visualisations (which is where it does get more complex).

This On Demand Includes: 

  • Recording of the Live Webinar, which can be viewed multiple times
  • PowerPoint Presentation
  • Verbatim Transcript, with Searchability
  • Supporting Documentation
  • CPD Quiz
  • CPD Certificate 

Course syllabus

3 lessons

  1. Video – Data Driven Compliance Insights with Power BIVideo
  2. Feedback Survey 2024Survey
  3. Knowledge QuizTest

Your presenter

Lance RubinModel Citizn

, CEO & Founder, Model Citizn

Lance has a wealth of financial modelling experience across financial and professional services having worked at two of the Big 4 accounting firms (PwC & KPMG), Investec Bank Corporate Finance & Advisory and National Australia Bank. Lance has 2 decades in the corporate experience across professional services, investment and commercial banking prior to founding Model Citizn.

Model Citizn helps all businesses and governments simplify their complexity in order to make relevant, informed and purposeful decisions with insight by better managing cashflow and their Excel and Power BI environments. Lance has run workshops across Australia & New Zealand on data analytics and data visualisation using Power BI on behalf of ACCA and CA ANZ (CA Catalyst).  

Lance has developed online training and interactive workshops based on his experience.

Lance also recently became the co-founder and Chief Excel Officer (CEO) of EXL Cloud that enables flexibility and connectivity between Excel and Cloud accounting packages like Xero.