Certificate and Executive Programs

Certificate in Business Analytics and Reporting (i3BAR)

MAR 13 - Mar 24, 2023



MAR 13 - MAR 24



8:30 AM - 12:00 PM




21 Hours


0 Hours


Registration open until

Mar 05, 2023


This newly revised course has shifted online into six, half-day, live, instructor-led sessions. We have adapted the interactive sessions to include regularly scheduled breaks and digital breakout rooms for virtual networking and group discussions. Recordings of all sessions will be available to all registrants.

Register early to take advantage of our $300 off discount!


  • Mon, March 13, 2023 @ 8:30 AM - 12:00 PM
  • Wed, March 15, 2023 @ 8:30 AM - 12:00 PM
  • Fri, March 17, 2023 @ 8:30 AM - 12:00 PM
  • Mon, March 20, 2023 @ 8:30 AM - 12:00 PM
  • Wed, March 22, 2023 @ 8:30 AM - 12:00 PM
  • Fri, March 24, 2023 @ 8:30 AM - 12:00 PM

Upgrade your Excel reporting models to increase speed and accuracy.

Presented in partnership with the Institute of Business Analytics, this six half-day, CPA Ontario certificate program focuses on the Excel Models for Business Analytics and Reporting (i3BAR) methodology designed to build interactive Excel models with speed and accuracy. You will gain hands-on experience through case studies, practical exercises, and create a simulated Excel reporting model of your own.

Relying on simple formulae and automation, Business Analytics and Reporting (i3BAR) has been proven effective by practitioners worldwide in reducing the time needed to carry out routine reporting.

It is recommended participants have at least two years of experience with MS Excel.


  • Integrate data from disparate data sources into Excel
  • Build reliable and sustainable Excel reporting models
  • Construct interactive models for decision making
  • Create scenarios for planning and decision-making
  • Produce visually attractive and impactful reports
  • Automation processes
  • Five-step approach to problem solving
  • Present directly from Excel, while making Excel look like PowerPoint
  • Seven key principles of successful model building

Successful completion of this program, including the post-course project, will entitle participants to a Certificate in Business Analytics and Reporting from the Institute of Business Analytics.

Who will Benefit:

Accounting and finance professionals who need to produce financial and non-financial information for senior stakeholders; anyone wanting to automate and improve their spreadsheet-based Excel reporting and analytics; and those looking to support or lead future analytics and reporting projects.




Early-bird pricing until Feb 17, 2023

$3325.00 Member

$3325.00 Student

$3875.00 Public

Status: Registration open until Mar 05, 2023




May Wong, (Certified Professional Trainer, FCCA) is an international public and corporate trainer in business analytics and best practice reporting using Excel. In addition to training, May has extensive experience in developing Microsoft Excel Reporting and Dashboards in industry. This includes working as a consultant on large scale projects where she understands how to best combine systems and Excel based modelling to deliver flexible and powerful solutions for reporting, analytics, financial consolidation, and other business requirements.


This three day course is now being offered as six half day live morning sessions. All six sessions will be recorded and available for viewing should you miss a certain day or would simply like a refresher. Please see the schedule below:



  • Mon, March 13, 2023 @ 8:30 AM - 12:00 PM
  • Wed, March 15, 2023 @ 8:30 AM - 12:00 PM
  • Fri, March 17, 2023 @ 8:30 AM - 12:00 PM
  • Mon, March 20, 2023 @ 8:30 AM - 12:00 PM
  • Wed, March 22, 2023 @ 8:30 AM - 12:00 PM
  • Fri, March 24, 2023 @ 8:30 AM - 12:00 PM

  • Participants must bring a laptop with Excel 2007 or above. Those with Apple MacBook can also benefit from the course but must be familiar with the differences in function keys from Windows.
  • There will be pre-learning materials two weeks before the course start date.
  • To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.

    Please allow at least four hours after registration for the seminar to appear on your BlackBoard page.

    Registration, cancellation, withdrawal and all other CPA Ontario PD Seminar policies can be found here.