CBIZ Digital Mindset Innovation Curriculum

Excel Essentials & Intro to Data Analysis I with Don Tomoff

Learning Objectives:

• Understand the Excel user interface and effective ways to work in Excel
• Understand best practices of spreadsheet design
• Implement productivity tips to streamline your work
• Understand Excel Add-Ins and how they can enhance Excel capabilities

How to Identify Automation and AI Opportunities with Donny Shimamoto

Learning Objectives:

• Identify automation opportunities and the technology that is most likely to be appropriate for the opportunity
• Identify the risks associated with automation and AI opportunities
• Describe how to evaluate the value of an automation opportunity

Navigating the AI Landscape​: An Introduction to Generative AI and ChatGPT for Accounting Professionals with Karl Ahlrichs

Learning Objectives:

• Recall the definitions of Generative AI and ChatGPT
• Identify ways to use ChatGPT to increase productivity
• Recognize the risks and ethical issues of ChatGPT

AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity with Don Tomoff

Learning Objectives:

• Recall several AI features built into Excel and how to utilize them
• Identify how to utilize ChatGPT to create and understand Excel functions and formulas
• Recall how to research topics and troubleshoot errors in Excel with ChatGPT
• Identify methods of how ChatGPT can aid you (and speed up) properly documenting your Excel workbooks

Excel Essentials & Intro to Data Analysis II with Don Tomoff

Learning Objectives:

• Understand many Excel functions are used in data analysis specific to accounting and finance
• Explain what Dynamic Array functions are and how they are different from standard Excel functions
• Utilize different functions to more effectively complete your work, many of which you have not seen before
• Explain best practices for formula development, nesting functions and “error trapping”

Introduction to Data Analytics with Guido Geerts

Learning Objectives:

• Identify the fundamentals of data analytics: A brief history and examples of successful business applications
• Recognize the data process chain: Understanding how to turn raw data into actionable insights
• Identify the competencies needed for successful project completion skills for data analytics projects
• Recall business Intelligence Self-Service software: An overview of tools that empower users to extract, transform, and analyze data
• Assess available data: Evaluating the data you currently have access to
• Apply data cleaning and structuring: Techniques for preparing your data for analysis
• Assess Information modeling: Enhancing insights through effective information modeling
• Identify data exploration and decision-making: Leveraging data to improve business decisions

Digital Disruption of Finance with Jennifer Elder

Learning Objectives:

• Recognize the importance and value of developing a digital mindset
• Identify and define the current emerging technologies
• Identify ways to increase productivity and quality using new technologies

Create Visuals in Power BI to Successfully Analyze Data with Bryan Smith

Learning Objectives:

• Identify components of the Power BI Desktop interface
• Use Power BI Desktop to connect to data sources
• Use Power BI Desktop to create interactive visualizations of your data

Financial Storytelling: The Key in Growing Your Organization to the Next Level with Peter Margaritis

Learning Objectives:

• Determine how to translate accounting/financial language into plain English through similar and understandable context
• Identify key financial and operational metrics
• Determine how to find the story behind the numbers
• Analyze the value of using charts and pictures in your in financial presentations
• Design your PowerPoint presentation to let the audience see only what you want them to see at that moment
• Identify and explain why storytelling is an effective method of getting your recommendations and next steps across to your audience