Data and Statistical Analytics Using Microsoft Excel
3.00 Credits
Member Price $135
Non-Member Price $180
Overview
The role of the financial professional has shifted from reporting on the past to predicting the future, yet many practitioners still rely on manual, static workflows that fail to capture the full story within their data. This course bridges the gap between traditional accounting and modern data science by utilizing Excel’s most powerful analytical engines to turn raw numbers into defensible business intelligence. We will move beyond simple averages, exploring how to use the Analysis ToolPak for deep statistical dives and leveraging Dynamic Arrays to build fluid, auto-updating models that respond to changing business conditions in real time.
Participants will explore a modern analytics workflow that balances classic statistical rigor with cutting-edge efficiency. We will examine how to implement regression analysis for more accurate budgeting, utilize advanced forecasting functions to anticipate market shifts, and even leverage AI-assisted insights to find hidden patterns in sprawling datasets. By the end of this session, you will be able to distinguish between mere “data entry” and “data discovery,” providing your firm or organization with the high-level analysis required to navigate an increasingly complex economic landscape.
Highlights
Statistical Foundations: Using the Analysis ToolPak for Insight, Modern Modeling: Leveraging Dynamic Arrays for Live Analytics, Predictive Budgeting: Applying Regression and Forecasting Functions, The 2026 Toolkit: AI Insights and Python Integration Basics
Prerequisites
None
Designed For
CPAs and financial professionals seeking to modernize their data analysis and forecasting capabilities.
Objectives
List the primary categories of business analytics and their practical applications in accounting., Utilize the Analysis ToolPak to generate descriptive statistics and analyze data distribution patterns., Implement regression analysis within Excel to identify and quantify key business performance drivers., Use Dynamic Array functions to create flexible and automated statistical summary reports., Analyze emerging AI and Python integrations to determine their utility for advanced modeling.
Preparation
None
Leader(s):
Leader Bios
Stephen Yoss Jr., Stephen M. Yoss, Jr., CPA, MS is a ce, K2 Enterprises
Stephen M. Yoss, Jr., CPA, is the partner, and principal of Devmatics, LLC, a software development company that focuses on solving problems through the implementation of technology. Stephen has consulted with several companies on how to lower overhead, personnel and compliance costs by investing in technology and reengineering their business practices. He teaches his clients to embrace technology at every opportunity in order to increase efficiency and productivity.
Stephen began working with technology at age ten, and started his first IT company at age 13, designing web applications for local businesses. He has presented to thousands of practitioners nationwide on topics such as cloud computing, mobile technology, spreadsheet design and best practices, information security, identity theft prevention and many more.
Non-Member Price $180
Member Price $135