CBIZ Digital Mindset Innovation Curriculum - Level 1 Courses

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

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”

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

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