Managing Through Data Analytics

OL463-21  |  On Demand Course  |  Update  |  Self-Study

Description

Finding meaningful ways to leverage data analytics to manage your institution. We will walk through high level concepts, but also discuss specific examples of ways to utilize data analytics in accounting, board reporting, regulatory compliance and internal audit. 

This session was recorded at the 2021 Financial Institutions Conference. Purchase the conference bundle here.

Credits

Number of Credits Type of Credits
1.00 Accounting

Notes

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Prices

Member (Early Bird)
$39.00
Non-Member (Early Bird)
$69.00
Member
$39.00
Non-Member
$69.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Instructors

Michael Koupal, CPA

Mike is a principal at Elliott Davis in Nashville. With over 15 years of experience in public accounting, Mike's experience includes working with financial institutions ranging in size from $80 million to more than $7 billion in assets. His external audit experience includes both private and public institutions, including SOX 404 and FDICIA requirements.

Mike's internal audit experience includes private and public institutions, including assisting in determining and setting up key controls for SOX 404 and FDICIA requirements. He also specializes in data analytics, interest rate risk and liquidity risk management, credit administration, and loan/credit reviews. Mike's loan review experience includes experience at institutions ranging from $80 million to nearly $10 billion in assets. His experience includes both external loan reviews and loan reviews completed during external financial statement audits, giving him a diverse perspective.

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Alek Bevensee, CPA

Alek is a manager at Elliott Davis in Charlotte, NC. He frequently guest lectures at universities and industry conferences on the topics of data analytics, business intelligence, and data visualization. He aids companies in unlocking the full power of their financial and operational data to find solutions to complex challenges. From executing in-depth statistical analyses to building c-suite-friendly dashboards, customers value Alek's ability to deliver effective solutions with substantial ROI.

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