Sessions For All Days

05

Monday
8:00AM-11:00AM

101. Hands-on Data Analytics and Visualizations

Instructor: Aditya Yerramilli, Travis Armstrong
Knowledge Level: Basic
Field of Study: Accounting, Computer Software & Applications
CPE Credits: 3.0

This workshop is not available as part of the Online or Flex Pass registration options. This hands-on workshop will focus on Excel-based data analytics and visualizations. Participants will learn and utilize Excel features and formulas commonly used by Forensic Accountants to collect, standardize/clean, analyze, and effectively present data. Additionally, the session will highlight other programs for data analysis and visualization. Participants will work through multiple real-world FVS case studies using financial and non-financial data during the session.

Learning objectives:

  • Learn to use common functions and formulas to efficiently analyze data
  • Learn to use tools to effectively present and visualize data
  • Understand pros and cons of Excel and Google Sheets to compile and analyze data

05

Monday
8:00AM-11:00AM

102. Developing an Effective Business Development Plan for Your FVS Practice

Instructor: Rob Kester, Robert Gray
Knowledge Level: Intermediate
Field of Study: Business Management & Organization
CPE Credits: 3.0

This workshop is not available as part of the Online or Flex Pass registration options. This presentation is designed to prepare participants to more effectively obtain, service existing clients, and manage engagement situations. It presents business development planning (e.g., marketing and selling) as a process that can be consciously and systematically learned and applied. Proven selling and marketing principles/tips/tools will be discussed in this interactive session with the participants.

After the presentation the course participants will be able to better understand:

  • How to begin the process looking at their existing firm and competition
  • How to utilize a proven business planning model to 'determine where their firm needs to go and when
  • Participate in interactive discussions/role plays with recommendations on how to move forward after the Conference