OnPoint AnalyticsAI
May 11, 2021
OnPoint AnalyticsAI
Registration for this event is closed. More dates for this training are available at https://www.cpa.com/onpoint/training. Who Should Take the Training: CPA’s responsible for analytics and analysis on client data sets. Training Description: The OnPoint AnalyticsAI Essentials Course is a virtual training designed to assist learners in using the software to gain valuable insights through automated data capture and analysis. During the course, you will participate in case study exercises for hands-on practice in the software and to reinforce the learning objectives. Learning Objective: In this course, you will learn the fundamentals of the OnPoint AnalyticsAI software for data collection and import, gain insight into client data through AI-driven data analytics, and how to analyze or report on a client’s entire data set. At the end of the OnPoint AnalyticsAI course, the learner will: - Know how to create OnPoint AnalyticsAI engagements - Navigate the OnPoint AnalyticsAI interface - Send and receive queries to support stronger client communications - Import and group trial balance and transaction data sets - Assess the reliability of the data for accuracy and completeness - Understand the risk analysis to identify high-risk exceptions, users, journals, and transactions Prerequisite: None Contact Us: onpoint.team@hq.cpa.com
CPE Credit
Requirements: To be successful in this course, you should have knowledge of preparation, compilation, and review engagements.
Advanced Preparation: None
Field of Study: Computer Software & Applications
Non-technical
Number of CPE credits: 2
Program Level: Basic
Instructional Method : Group Internet-Based
Location: Online
No advanced preparation is required to participate in this course.
CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
CANCELLATION POLICY
Due to financial obligations incurred by CPA.com, a credit less 50% of the registration fee will be issued for written requests received up to and including 7 days prior to the start of the course. No refunds or credits will be issued on cancellation requests received less than 3 days prior to the start of the course.
Day of cancellations are non-refundable. We will move your registration to another 2021 OnPoint AnalyticsAI Essentials training course date. The course must be completed by the end of 2021.
For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact onpoint.team@hq.cpa.com.