Certificate Program in Strategic Analytics

Transcription

1 Certificate Program in Strategic Analytics TM

2 Certificate Program in Strategic Analytics 5 Day Program Introduction The Certificate Program in Strategic Analytics is a 5-day classroom-based program designed for accounting and finance professionals working in financial analysis or decision support roles, as well for those finance professionals interested in the latest analytics concepts, technology and tools. This program will help you provide better, well-informed recommendations, and present them effectively. Many organizations have concentrated on the data accumulation process and have not harnessed the inherent power of the data they have gathered. This program is the next step in the analytic process and will teach you how to manage and deploy analytics. This program will highlight the importance of using data accumulated by your organization, demonstrate analysis tools and techniques, and describe how to use and communicate findings as a means to effectively implement and execute strategic initiatives. Designed as a hands-on interactive program, the course is organized around the use of data mining analysis techniques and models to analyze and support the decision making process. You will be introduced to a variety of business decision modeling techniques, such as Spreadsheet and Database Modeling, Simulation, and Regression Analysis. The program concludes with the analysis and presentation of a group business case to allow the application of techniques learned during the week within the context of real-world business examples. Participants who complete the program will be eligible to write an optional Certification Exam. Program Format A five-day program featuring lectures, interactive discussion, modeling, case studies, and hands-on learning, which focus on the Strategic use of Analytics. Training is hands-on, with participants working alongside knowledgeable instructors, learning within the context of real-world, practical examples. Optional (3-hour) examination for those wishing to earn a Certificate in Strategic Analytics. Who Should Enrol in the Program? Accounting, finance, and business professionals who want to increase their analytical and technical capabilities in preparation for future career opportunities in data analytics. Controllers, Directors, and Managers who want to better understand and communicate with technical resources. Professionals interested in learning how to take a strategic approach to data-driven problem solving and successfully presentresults to an audience. Key Objectives & Learning Outcomes Think more strategically about how to approach analytics in problem solving. Understand and use Excel s deep collection of tools to reduce errors, increase quality, and save time. Understand the benefits of using a database for analytics. Provide an overview of Analytics, Data, Architecture, and Decision Support Groups. Gain insight into leading analytical techniques to increase the efficiencyand performance of models. Understand the importance of data to companies in the process of data-driven decision making. Gain insight into reporting, analytics and data integration. Learn how to communicate data and deliver an effective message to an audience. Understand predictive modeling, forecasting, and simulation using Crystal Ball. Become conversant in analytical theory and terminology. Learn how to communicate within your business in new, actionable ways.

3 Certificate Program in Strategic Analytics Program Outline Session Day 1 Day 2 Day 3 Day 4 Day 5 Topic Overview of Analytics, Data, Architecture, and Decision Support Groups Introduction and overview lecture including the importance of data to an organization, the role of the decision support analyst and industry specific usage of analytics and metrics. High level overview to the structures and high level architecture of typical Data Warehouses. Overview of the role of Metadata in analytics as well as Big Data and why is it different. What is a data model, how is a model represented and created. How can data can be used, how does decision support helps various industries. Data Analysis and Business Modeling in Microsoft Excel Formula contruction and auditing Data mining analysis techniques Visually presenting data PivotTables and PivotCharts Statistical analysis Innovative Ideas in Excel Expandable ranges in formulas and charts Working with Arrays Text manipulation Dashboarding with SmartArt Introduction to Databases using Microsoft Access Tables Queries Relationships Forms and Reports Modeling Financial Estimates Simulation Modeling (including Process Simulation). Monte Carlo Simulation and Optimization. Accompanying exercises will focus on What-If Options, including Revenueand using data to develop competitive intellligence. Designing and Delivering an Effective Presentation Lecture demonstrating how to create and deliver an effective presentation using Microsoft PowerPoint. Group Case Study Exercise In groups, participants will analyze data to solve a business case using the tools learned in Days 1-4. Groups will prepare a PowerPoint presentation, deliver their case analysis to the class, and take part in class discussion.

4 Instructors David H. Elsner, BASc, BA, MBA David is currently a Manager with PwC Consulting. He has worked with many of the world s leading organizations across a number of industries, including Retail, Automotive, and Healthcare. His specialties lie in managing projects to implement solutions, guiding business leaders to make use of their data asset, and developing cost-saving strategies, all with a focus of leveraging analytics to support successful, data-driven decisions. David is an experienced lecturer and trainer, providing classes in Microsoft Excel, Presentation Skills, and Project Management to a wide range of academic programs and corporate clients. Michael Lionais, CMA Mike is the Director, Resource Management with Industry Canada. In this capacity, he leads a team of 30 (mostly accountants) who manage the department s $2.5B budget, $1.5B of which is related to the Economic Action Plan (Budget 2009) stimulus spending.michael has more than 20 years of experience in management accounting, business planning and providing analysis to support strategic decision-making.he graduated from the Royal Military College ofcanada with an Arts (Commerce) Degree. He also holds an Advanced Diploma from St Mary s University in ManagementAccounting and is an accredited Certified Management Accountant (CMA) with Distinction. Jeff Wilts, MBA Jeff is currently the AVP, Information Management at Canadian Tire Corp. Jeff has been working on providing large scale data-centric applications and services since 1996, while working for several different companies Jeff has had the opportunity to manage projects for companies as diverse as Maple Leaf Foods, Uniroyal Chemical, Royal Bank, Bell, Purolator Courier and Canada Post. Jeff has been involved with the CMA since 2008 when he authored an IT reference text. General Information Toronto Monday, April 22, Friday, April 26, 2013 Optional Exam Saturday, May 11, 2013 Location CMA Ontario Professional Development Institute 25 York Street, Suite 1100, Toronto, ON Program Fees Members: Non Members: Optional Exam: $2, plus HST $2, plus HST $ plus HST Please note: The exam is not a mandatory component, however certificates will only be awarded to those who successfully complete the exam. Program Hours 8:00 am 8:30 am Continental Breakfast and Registration 8:30 am 12:00 pm Morning Session 12:00 pm 1:00 pm Lunch 1:00 pm 5:00 pm Afternoon Session CPLD Information 8 credits per day Optional E xam: 3 credits Cancellation Policy Cancellations more than two weeks prior to the program start date are subject to a $50 administrative fee. Cancellations within two weeks of the program start date are nonrefundable. If you are unable to attend the program after you have registered, you may send a substitute at no charge please inform CMA Continuing Education at: education@ cmaontario.org. Online Registration Online registration and payment is available to CM A M embers via the CM A Ontario M embers Portal: Once you have logged in, please click on the Registration tab. Registration via Fax or Mail If you are a non-member or retired CMA Member, you should register via fax or mail. Please complete the registration form below, including payment information and dietary restrictions if applicable. If paying by cheque, please make the cheque payable to CMA Ontario. When complete, please fax or mail the form to: Coordinator, Professional Development CMA Ontario 25 York Street, Suite 1100 Toronto, ON M5J 2V5 Fax:

5 Certificate Program in Strategic Analytics Registration Form NAME MEMBER NO. TITLE COMPANY ADDRESS SUITE CITY PROVINCE POSTAL CODE TELEPHONE # FAX # Please indicate the program and optional exam you would like to enroll in. Registration Fee Member Non-Member Toronto: Monday, April 22 - Friday, April 26, 2013 $2, $2, Optional Exam Toronto: Saturday, May 11, 2013 $ $ Sub-total $ HST (13%) $ TOTAL $ R EG IS TR ATION FEE INCLU DES CONTINENTAL BREAKFAS T, R EFR ES HM ENT BREAKS AND LU NCH HST R EG NO RT0001 PAYMENT Credit Card # (Visa/M astercard/amex) Expiry Date (M M /YY) Signature DIETARY RESTRICTIONS Do you have any dietary res trictions? No Yes If yes, please indicate: SPECIAL NEEDS Do you have any s pecial needs that may require accommodation? No Yes If yes, please indicate: For further inform ation, pleas e contact: Chels ea Allman, Coordinator, Profes s ional Development or ext. 324, callman@cmaontario.org

6 25 York Street, Suite 1100 Toronto, Ontario M5J 2V Fax Toll Free TM PDI is a division of Certified Management Accountants of Ontario 2012 Certified Management Accountants of Ontario. All rights reserved. / Registered Trade-Marks/Trade-Marks are owned by The Society of Management Accountants of Canada. Used under license.