Instructor
Donald Tomoff
Instructor
Donald Tomoff, CPA, MBA
Don is the founder of Invenio Advisors LLC, a consulting firm specializing in information management, process improvement, reporting 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 industry experience includes serving eight years with Jo-Ann Stores as VP, Finance and Treasurer.
Since 2010, Don has focused his efforts with executives and companies on many digital process improvement, data analytics and training initiatives, including developing and implementing mobile information strategies. His efforts are focused on the identification of process improvement opportunities, and leveraging readily available technology tools to drive that change. In addition to consulting, Don speaks at various conferences, including the IMA National Conference in Indianapolis, IN.
For a sample of Don’s instructor style, please see his video on Generative AI and ChatGPT.
Excel has long been included in the accountant’s toolbox. Even though Microsoft Power BI and other big data tools such as Qlik and Tableau are becoming more important, Excel is still a “must have” tool. We cover what the accountants of today should know about Excel to improve their efficiency, access data, and gain insights into the company, industry, and economy.
Identify the tools that controllers should know, such as Excel’s Power Pivot and Big Data
Identify the relationship between Excel and Lean techniques
Recognize how Excel complements data analytics
Recall tricks and shortcuts to improve Excel use for your staff
Reality of Excel use
Gartner – Magic Quadrant of tools for data analysis
Will Excel go away?
Two essential Lean principles
Misuses of Excel
APIs (Automated Program Interfaces)
Relationship between Excel and data analytics
Excel tips and tricks
None
*Aspiring leaders and leaders of teams and organizations