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Concurrent Session Onsite and Online

TCH2308. Utilizing Business Intelligence (BI) for KPIs: A CFO's perspective

This session is designed for finance professionals who want to learn how to spend less time waiting for the mountains of data at their disposal to be compiled, thus freeing more time to make and implement decisions. We have all heard the “buzz words” around BUSINESS INTELLIGENCE tools (BI), now its time to implement. Where do you start? During the session you will get an overview of BI solutions that are available. We will discuss an approach on how to start this journey, key steps to consider as you do so, and pitfalls to avoid. * Find out how to connect BI with existing accounting systems to create KPI dashboards and to analyze data. * Discover how to combine workforce data with financial and operational data to drive more accurate forecasts, budgets, and informed hiring decisions while unlocking more report automation. * We will address general business use and managed services such as Client Accounting Services (CAS).

Learning Objectives:

  • Identify and differentiate Business Intelligence Solutions that are available in the marketplace.
  • Identify key criteria to consider in the selection of a BI tool that will suit your needs.
  • Analyze the financial and non-financial impacts of implementing a BI solution in your organization.
CPE Credits
NASBA Field of Study
Information Technology
3-4 years in the Profession
Advanced Preparation
Session Tags