CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Integrating and Sharing Data

Icon_Webcast
Webcast
Icon_Level
Advanced
Credits
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.

Major Subjects Covered
  • Data Sharing and Management
  • Databases and Relational Data
  • Power Query and Power BI
  • Zapier, IFTTT and More

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

Course ID
WC12206997
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Stephen M. Yoss Headshot
K2 Enterprises (Stephen M. Yoss, Jr., CPA)

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 …

K2 Enterprises (Stephen M. Yoss, Jr., CPA) Read More »

Integrating and Sharing Data

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00

Icon_Webcast
Webcast
Icon_Level
Advanced
Credits
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.

Major Subjects Covered
  • Data Sharing and Management
  • Databases and Relational Data
  • Power Query and Power BI
  • Zapier, IFTTT and More

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

Course ID
WC12206997
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Stephen M. Yoss Headshot
K2 Enterprises (Stephen M. Yoss, Jr., CPA)

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 …

K2 Enterprises (Stephen M. Yoss, Jr., CPA) Read More »

Integrating and Sharing Data

CPE CREDITS
2 Credits: Computer Software & Applications

$125.00