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Live Webcast Replay

Business Intelligence and Data Analytics

Total Credits: 4 including 1 Business Management & Organization - Non-technical, 1.5 Computer Software & Applications - Non-technical, 1.5 Information Technology - Technical

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
James T. Lindell, CPA, CSP, CGMA, MBA
Course Levels:
4 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


The Accountant role is morphing from data aggregation to knowledge extraction.  It is essential that accountants understand this change, learn the tools and integrate BI and DA in their organization and daily practices.  This course will focus on raising the accountant's awareness of BI and DA practices and how it can benefit their organization.

Basic Course Information

Learning Objectives
  • Understand AI, BI and DA will impact the Accounting function and positions
  • What is the business purpose for adopting these technologies
  • Identify Resources in the AI BI DA journey
  • Recognize current trends in the technology

Major Subjects
  • DA and BI relationship to accountant value
  • Current trends in BI and DA
  • The changing accountant roles: data analyst, data scientist and data storyteller
  • Obtaining datasets to compare and contrast with their organization's data
  • Robotic Process Automation (RPA)
  • BI tools

Course Materials


James T. Lindell, CPA, CSP, CGMA, MBA's Profile

James T. Lindell, CPA, CSP, CGMA, MBA Related Seminars and Products


Thorsten Consulting Group, Inc.

Jim Lindell is President of Thorsten Consulting, a strategic and financial consulting firm that offers professional speaking, training, and executive coaching. Over the past two decades, Jim has delivered over 5,000 hours of C-suite executive coaching. His professional experience includes Chief Financial Officer, VP-Finance, Corporate Controller, and Corporate Assistant Controller. Industries include manufacturing, healthcare, not-for-profit, distribution, and food processing.

Jim is a CPA and has received the Certified Speaking Professional designation, the highest earned designation from the National Speakers Association. Jim is a Vistage Chairman (Executive Coach and Facilitator) and responsible for two groups in the Milwaukee area.

Jim has authored Controller as Business Manager, Controllers Annual Update (Best Seller,) Analytics and Big Data for Accountants, and many other courses on strategic and financial leadership. Jim has been published by the AICPA and Wiley.

Jim is a twelve-time recipient of the AICPA’s Outstanding Discussion Leader Award.


Sat, Feb 24, 2024 - 08:00am to 11:50am MST

Additional Info

Basic Course Information



Advanced Preparation


Designed For

Accounting Managers, Controllers, CFOs

Original Recording Date


Yellow Book


Course Developer

James T. Lindell

Date Added to Catalog


Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. 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 website:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:      4.5

Total Reviews: 67


Bonnie H - Dallas, Texas

"Good info. Thanks!"

Cathy A

"Very helpful informaiton"

Holly M

"Over & above. Great speaker"

Gerald F

"Excellent presentation, unfamiliar with most of the data, Jim made it clearer."