DIGITAL SKILLSETS

Embrace Digital and Transform Your Business.

Digital Technologies in Accounting and Finance

Are You Ready for the Digital Revolution?

Digital technologies are transforming the Accounting and Finance profession.

From Big Data to Artificial Intelligence (AI) and Power BI, the emergence of innovative digital technologies is creating a huge impact on the finance sector!

Is your organization ready?

Digital and Data Analytics Programs

Created to enhance and future-proof your finance team’s data skill-sets, this suite of learning will not only enrich their data literacy skills, but help them to realize its untapped potential and utilize it to make better organizational and financial decisions.

Demonstrating how data can be manipulated and analyzed to support data-driven decision-making, our learning programs address data cleaning, analysis, visualization, processing, tool utilization and risk identification.

Recognizing the importance and value of developing a digital mindset, the learning programs also identify ways to increase productivity by utilizing emerging digital technologies, as well as demonstrating the potential of Big Data and Power BI. In addition, the capabilities of Excel and Excel Add-Ins are identified to enhance productivity and best practice.

Embrace Digital and Transform Your Business

Designed as a ‘pick ‘n mix’ suite of blended learning programs, on-site, virtual and on-demand, our accessible and flexible learning will ensure maximum engagement from your finance professionals.
Covering everything from data literacy, analysis, data cleaning, visualization, processing, tool utilization, risk identification, digital mindsets, emerging technologies such as Big Data, Power BI and AI as well as Excel and Excel Add-Ins, you can work with your finance professionals to choose the most relevant learning for their own individual career development paths.

Available Courses

COURSE TITLE	INSTRUCTOR	CPE
Introduction to Big Data	Guido Geerts	2
VUCATS: Digital Disruption of Finance	Jennifer Elder	1
Excel Essentials & Intro to Data Analysis For Accounting and Finance: Part 1 Excel Basics and Best Practices	Don Tomoff	2
Excel Essentials & Intro to Data Analysis For Accounting and Finance: Part 2 Formulas and Functions: Best Practices and Top Functions To Understand	Don Tomoff	2
Navigating the AI Landscape: In Introduction to Generative AI and ChatGPT for Accounting Professionals	Karl Ahlrichs	1
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity	Don Tomoff	2
How to Identify Automation and AI Opportunities for Accounting Innovation	Donny Shimamoto	1.5
Create Visuals in Power BI to Successfully Analyze Data	Bryan Smith	4
Financial Storytelling: The Key in Growing Your Organization to the Next Level	Peter Margaritas	2
Core Concepts of Artificial Intelligence for Accounting Professionals	Glenn Hopper	3

ON-DEMAND

Introduction to Data Analytics with Power Query (Get and Transform)	Don Tomoff	4
Controller Series: Technology - Must Have Excel Competencies	Don Tomoff	1

9 PART SELF STUDY

Microsoft Power BI: Power BI Series.

Don Tomoff

Client Testimonial

As head of learning and development for CBIZ Financial Services, what keeps me up at night is how to upskill our talent for a tech-enabled future. And with the rapid growth in data analytics, artificial intelligence and automation, the future is now! Our team members need to adapt if we want to remain relevant. It takes new knowledge and skills – what we’re calling a “Digital Mindset”.

While we have offered training in emerging technologies for several years, our President Chris Spurio, CPA, CGMA made it a strategic imperative to do more. So we’re taking a quantum leap forward beginning today. CBIZ is pleased to partner with the AICPA to bring our team members extensive training designed to develop their Digital Mindset, focusing in four areas: Digital Awareness, Data, Artificial Intelligence, and Automation.

We’re teaching valuable skills in Power BI, ChatGPT, Excel, storytelling and automation. This training will enable our talent to change the way that they think about technology and unleash innovation that will add value to our clients and the company.

As a company, it is imperative that we instill this Digital Mindset from day one. That is why, in addition to the training we’re making available to all of our team members, we are introducing a specific “Level 1” Digital Mindset curriculum for first year Associates and Associate Consultants.

I really appreciate the partnership with Kristin Henry, Mia Thomas and the team at the AICPA to bring this incredible lineup of subject matter experts to us: Jennifer H. Elder, CSP, CPA, Don Tomoff, MBA, Guido L. Geerts, Karl Ahlrichs, Donny Shimamoto, CPA, CITP, CGMA, Bryan Smith CPA.CITP & Peter Margaritis, CSP, CPA.

Let’s get started!"

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