In this practical webinar, you will learn about various data analytic tools that are currently available to enhance an entity’s internal controls, decision making, and promote effective fundraising. These various tools are fairly simple to use and are reasonably priced.
Upon course completion, you will be able to:
- Describe the organizational ecosystem needed for becoming a data-driven organization
- Identify some common obstacles and hurdles to effectively leverage data and how these tools can enhance decision making
- Outline the tests that an organization can run on their data as an effective internal control tool and for fraud detection
- Determine how you can utilize data analysis to fundraise effectively
- Obtain information on some of the commonly used tools available
Prerequisites: None
Field of Study: Information Technology- Technical
Program Level: Intermediate
Credit Type: Group Internet-Based for the Live Program
John D'Amico
Marks Paneth LLP
John D'Amico, CPA is a Director with Marks Paneth LLP's Nonprofit, Government, and Healthcare Group and the Professional Standards Group. Mr. D'Amico has over 20 years' experience providing audit services to numerous nonprofits in the New York City and Central New Jersey area. He also has extensive knowledge and experience performing Single Audits.
Xixi Dong
Marks Paneth LLP
Xixi Dong has 12+ years of experience providing accounting and auditing services within the nonprofit industry. In her capacity, she is responsible for planning and supervising audit engagements for a variety of nonprofit organizations, including large social service organizations, third party funded organizations, educational institutions, charitable, and fundraising and membership organizations, including those requiring audits pursuant to Uniform Guidance (Single Audit). Ms. Dong also has considerable experience in conducting audits of employee benefit plans, including defined contribution, defined benefit, and multi-employer plans.
Accounting Credits
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CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
What is a webinar?
A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio. You see the speaker’s slides, videos, and other presentation materials on your screen.
Can I ask questions during the webinar?
Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.
Can I attend using a tablet or smartphone?
Yes. You may attend a webinar using a computer, tablet or smartphone.
If I can’t attend a webinar live, can I view the recording later?
Yes. Shortly after each live program ends, we send all webinar registrants a link to the webinar recording. You can view the recording as many times as you like after the live webinar for up to 12 months.
What is an on-demand webinar?
An on-demand webinar is a previously recorded webinar that you may view at any time after your purchase for up to 12 months.
Can I stop a recorded webinar and start it later at the same point?
You can stop a recording and later log back in and navigate to any point in the webinar. The system will not force you to view the entire recording from start to finish.
Can I listen to recorded webinars on a tablet or smartphone?
Yes. You will be able to listen to any of our on-demand webinars on your computer, tablet, or smartphone.
Do the webinars qualify for Continuing Education Credit?
Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit. Unlike many providers, we don’t charge you any additional fee to process your credit. If you have specific questions, please call us at 703-372-0550 or contact us.
Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?
In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.
Will I receive a certificate of completion after the course?
Yes. A certificate of completion will automatically be uploaded to your Clear Law Institute account after completing the live or on-demand webinar.
Do I need to be a member to receive a certificate of completion?
No. An account will automatically be created for you when registering for a webinar. You will then be able to access your certificate of completion after completing a webinar.
How do I determine my states’s CLE requirements.
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