


Integrating and Sharing Data
2 Credits: Computer Software & Applications
$98.00
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Integrating and Sharing Data
Format
Webcast
Course Level
Advanced
CPE Credits
2 Credits: Computer Software & Applications
Course Description
The number of apps, services, platforms, etc. that we use increases every year. The amount of data we collect and process is expanding at an exponential rate. There is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data. Conquering your data can help improve efficiency, effectiveness, reduce cost and errors inside an organization. In this course, you will learn various ways of sharing data easily between different applications, platforms, and services. Further, you will learn about various tools, desktop application functionalities, and programming tools to manage this process.
Learning Objectives
Upon completing this session, you should be able to:
- Define and identify where their organization keeps its data and how to access that data
- List various tools, services, and programs which can be used to manage data and share it with other systems
- Identify the cost and benefits of various data sharing techniques and approaches to an organization
- Construct and build data sharing and integration processes using widely available tools such as PowerQuery, Power BI, and more
Course Specifics
WC12206997
July 23, 2021
Fundamental understanding of technology, including databases
None
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.
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Meet The Experts

Stephen M. Yoss, Jr., CPA, MSIST, is a certified public accountant, the senior technology strategist and principal of Yossio, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then. Stephen is a graduate …