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Self-Study Courses

An Accountant’s Detailed Guide to Databases, Integration, and Data Sharing (Currently Unavailable)

4 CPE Credits $23.00/credit hour Thursday, February 23, 2023 · 8:00am PT / 11:00am ET

Every business professional today needs to know how to work with data. We are all generating more and more data every day. However, only some of us know how it can be effectively leveraged. There are many new opportunities for people who can effectively work with data. From helping their organizations make better decisions to working more effectively on projects to creating integration between applications and automating workflows. This course will take a longer and more in-depth look at how to use databases, structure data for optimum workflow, and share data between applications. This course teaches you how to effectively use Excel, Power BI, SQL, and other data-related technologies. You'll also discover how to integrate and share data between different applications. By the end of this course, you'll be able to utilize databases more effectively and make better decisions based on data analytics. We will go beyond the basics to give you the knowledge you need to start.

Publication Date: February 2023

Designed For
Financial professionals that want to learn how to work with databases and data more effectively

Topics Covered

  • Overview of Databases, Integration and Data Sharing
  • Tables & Data Models
  • Getting Started with Databases
  • Structured Query Language (SQL)
  • Let's Connect via ODBC
  • Application Programming Interfaces
  • Power Query
  • Using Power BI to Access and Learn from our Data
  • Using IPASS for Integration and Automation
  • IPAAS Tools

Learning Objectives

  • Identify how to use databases and data-related technologies inside an organization
  • Explain the central principles of databases, including data structure, keys/constraints, and cardinality
  • Identify how to connect to a database via Excel Power Query functionality and database management tools (e.g. SSMS, DBeaver, etc.)
  • List the major types of database technologies and their major use cases
  • Describe and demonstrate how an Integration-Platform-as-a-Service (iPaaS) tool is used in conjunction with a database to push and pull data throughout an organization

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (4 hours)

Program Prerequisites
Working knowledge of Excel and data structure, and an understanding of how the cloud works.

Advance Preparation
None

Instructor

Stephen M. Yoss

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential. For more information about Steve, please click here to visit his personal website.
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