$399.00
Webcasts are available for viewing Monday – Friday, 8am – 8pm ET,
and Saturday & Sunday, 10am – 6pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Business Management & Organization
Event Date: May 22, 2026 9:40 am
Course Level
Intermediate
Format
Conference
Course Description
This hands-on workshop introduces Business Intelligence (BI) tools that transform raw data into strategic insights. Participants will build practical solutions using Excel dashboards and Power BI, learning when to move beyond spreadsheets and how to leverage advanced data modeling and visualization features. The course also covers selecting and interpreting key financial and operational metrics, avoiding common pitfalls, and presenting insights effectively to support strategic decision-making.
Learning Objectives
Adjust financial statements for inventory methods, leases, and deferred taxes to enhance comparability Evaluate investment performance and determine return adequacy using established techniques Analyze operational efficiency through assessment of profit margins and asset utilization metrics Assess liquidity and solvency to evaluate an organization’s credit risk profile Evaluate supplier financial stability to identify and mitigate supply chain risks Apply comprehensive frameworks to assess overall financial health across various industries Extract actionable insights from financial reports to support informed business decisions
Course Specifics
26CNewOrleans-Fri-B2
Basic knowledge of financial accounting and financial statements is recommended
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …