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Big data is driving decisions in our ever-evolving business landscape and it is vital that CPAs become leaders in knowing how data and analytics inform these decisions. But interpreting data can be overwhelming. As a CPA, are you getting the most value out of your data? Do you have a lot data but don’t know what it means? Learn how to harness the power of your data by understanding how to decode it and gain actionable insight into effective data storytelling.

Topics include:

  • An introduction and discussion of the importance of data preparation and how to improve reporting.
  • Whether you use Excel Pivot Tables, Power BI, Tableau, or a web page, learn how to benefit from optimized Data aggregation.
  • Explore the range of planning and design activities used to extract and transform information such as:
  • Data Sourcing
  • Data Model/Schema Design
  • Query Design
  • Data Type Handling
  • Output Preparation
  • Cybersecurity Dashboards and errors in adopting security metrics


CPAs who want to stay informed about data and analytics and learn what skill sets are in demand in an ever-evolving digital world.

Tuesday, February 15, 2022

8:00 a.m. – 8:30 a.m.


8:30 a.m. – 8:40 a.m.

Opening Remarks by Heruka Kumararatne

8:40 a.m. – 8:45 a.m.

Opening Remarks by Craig Smith

8:45 a.m. – 9:25 a.m.

Opening Keynote: Electrifying the Data Culture

Helen Poletes, CPA, CA; Director, Data Governance at Hydro One Networks Inc.


  • A communication strategy that inspires cohesive data behaviour across an organization
  • An operating model for collaboration through data owners and stewards, a data and stewardship council, and a governance steering committee
  • A methodology to select value- and outcome-driven data projects

9:25 a.m. – 9:30 a.m.

Short Break

9:30 a.m. – 10:20 a.m.

Main Session | Data Wrangling for Accountants

Patrick Kerrin, CPA, CMA

Description: An introduction and discussion of the importance of data preparation, and how to improve reporting regardless of the application used to output to your audience.

Whether your output is Excel Pivot Tables, Power BI, Tableau, or a web page, users benefit from optimized data aggregation.

The extraction and transformation of data requires planning and design, which can encompass a range of activities, and can sharpen the information being conveyed:

  • Data sourcing
  • Data model/Schema design
  • Query design
  • Data type handling
  • Output preparation

10:20 a.m. – 10:30 a.m.

Break & Networking Opportunity

10:30 a.m. – 11:15 a.m.

Main Session | CPA Ontario’s Data and Analytics Team: Our Approach

Justin Poma, Senior Director, Business Intelligence & Data Governance & Hwarang Kim, Director, Business Intelligence at CPA Ontario

Description:This session will cover the tools and technologies used by CPA Ontario's Data and Analytics team.

It also covers roles and responsibilities of team members and how they tie back to our tools and technologies.

This session will help you understand who you need to connect with based on your needs, and/or give you a blueprint on how to start your own D&A Team.

11:15 a.m. – 11:20 a.m.

Short Break

11:20 a.m. – 12:10 p.m.

Main Session | Cybersecurity Risk Dashboards Suck

Aron Feuer, Founder/CEO of Valencia Risk

Description: CPAs manage information security, privacy, technology and cyber-insurance. A CPA must be savvy to Cybersecurity, and nothing beats a good dashboard for making risk-based decisions. But cybersecurity dashboards suck. Can data analytics help? This session will discuss how to build a better dashboard, and where data analytics can help.

  • Why dashboards suck
  • Building a dashboard using the Socratic method
  • Query design
  • Quality Data: Selecting data from fast, slow, hard and soft sources
  • Practical Analytics: A dashboard tour with Microsoft Power Platforms

12:10 p.m. – 1:00 p.m.

Closing Keynote | Storytelling with Data

Suzannah Dunbar, Lead Trainer at StoryIQ

Description: Data storytelling for business delves into two indispensable elements of giving great presentations with and about data: compelling data visualizations and designing a coherent and persuasive narrative around data.

Data is everywhere – which makes fluency in understanding, using, and communicating with and about data an essential skill.

1:00 p.m. – 2:00 p.m.