Ohio Chapter

Ohio Chapter Meeting

July 15, 2016 9:00am - 3:00pm ET
Location Information:
Ohio Society of CPAs
4249 Easton Way, Suite 150
Columbus, OH 43219
Cost(s): $35.00 Member / $35.00 Non-Member / $35.00 Student

Speaker Info: Donald R. Tomoff, CPA, MBA

Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, report and data analysis, as well as education and training. Don’s experience includes “Big 4” public accounting, senior-level industry finance positions and consulting. Don’s recent industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.

For the last few years, Don has worked with companies on many process improvement, reporting and training initiatives. His efforts are focused on three fronts – simplify, improve and innovate – through understanding trends, identification of process improvement opportunities and the leveraging of available technology to drive change.
 

Learn to use the tools and technology available to help manage your firm efficiently and effectively. This session will focus on using the power of Excel for data management, analysis and reporting specific to CPA firms. Topics will include:
• Using Tables to facilitate data analysis
• Pivot Tables review
• Using LOOKUP functions to minimize data effort
• Automating with Pivot Table Slicers
• Executive reporting 

Leave not only with knowledge to help make your job of firm management easier but also some tips that may be valuable to your professional staff in assisting your clients!