This course prepares participants to begin running data analysis on databases. Both univariate and multivariate analysis are covered with a particular focus on regression analysis. Regression analysis is done in Excel, SAS, and Stata to give viewers a sense of familiarity with a variety of different software package structures. The focus in this course is on financial data though the techniques are also applicable to more general forms of data like that used in marketing or management analyses.
***Please download and open all supporting materials before starting the course videos.***
Prerequisites
No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.
Learning Objective
- Explore how to run basic univariable analysis of means, medians, and percentiles on a dataset
- Explore how to run simple regression analysis on a dataset
- Explore how to run instrumental variables analysis on a dataset
- Explore how to run probit/logit analysis on a dataset
- Explore how to run fixed effects regression on a dataset
- Explore how to run difference-in-differences analysis on a dataset
*Each of the objectives above will be covered in Excel, SAS, and Stata
Last updated/reviewed: July 8, 2025
(269) Reviews
(331 rating)This instructor gave an easy to follow overview of FBAR Issues. We must take into account that 2024 may have some differences such as maximum penalty. But this was a clear and concise presentation of the nuances regarding FBAR and Form 8938 Filings.
The course did a nice job and explained important, relevant information in a manageable and easy-to- digest manner.
I found the personality style quadrant very helpful in understanding my need for flexibility and learning "how to read the room." Much more flexibility compared to Myers-Briggs. I particularly appreciated the instructor's perspectives on how we can adapt our behaviors to work effectively work with counterparts who demonstrate different styles.
This course relates specifically to ASC 985-605 - the prior revenue recognition standard. ASC 606 fully supersedes ASC 605, meaning that no specific components or guidance from ASC 605 are applicable to ASC 606. Companies must use the five-step model in ASC 606 as the sole guidance for revenue recognition. This course should be relabeled to ASC 985-605 to prevent new accountants from learning the revenue recognition rules that no longer apply.
This was an excellent course and I felt like it provided a guidebook for necessary courses of action and reminders for those trying to ascend in his/her careers.
Excellent course i learned today about the best Wild, then you.com, and all other claude. I can see is a new world we are in and happy to be part of this transformational Journey. This course opened my eyes
I like to read the slide decks in the pdf format. The pdfs for this course were not sufficient to learn the content.
This course provided a nice overview of safety and ergonomics in the workplace, including many best practices and tips. Several good takeaways that I can easily implement. Supporting materials were also helpful and aligned with the content presented during the course.
Good discussion but I don't think the answer for the first review question is correct.
Of the many, many courses I have taken on the Illumeo platform, this was definitely one of the best and most insightful. I have always found elements of "behavioral finance" to be fascinating and powerful in planning, strategy, and business performance. Mr. Stephens has bundled the leading theories and presented them as a unified new "dimension" for planners and leaders to factor in. He has done so in a manner that CFO's and other business leaders will undoubtedly find easy to digest, replete with useful examples. The consideration of these concepts will undoubtedly add value via improvement decision-making and more enlightened risk assessments. Thank you for such a quality contribution to the Illumeo portfolio!!
I hope this could be a recording course. It took me a white to read this material. It may be easier if the instructor can show us how the formula works.
Rob does an outstanding job of effectively teaching the Key Performance Indicators and KPI Dashboards. The course was well-structured, providing a comprehensive understanding of KPIs and their critical role in measuring and driving business performance. The content was insightful and easy to follow, with a perfect blend of theory and practical examples. The section on creating KPI dashboards was particularly valuable, offering hands-on guidance on designing and implementing effective dashboards that provide real-time insights into business performance. The instructor was knowledgeable and engaging, making complex concepts accessible and relevant. The interactive elements and practical exercises helped reinforce the learning and provided me with the confidence to apply these concepts to my own work. Overall, this course is a must for anyone looking to deepen their understanding of KPIs and enhance their ability to track and manage performance effectively. I highly recommend it!
Great information about useful tools. Didn't know there were so many plugins available
It's hard to distill the entire history of ethical thought down into a 2 hour business course, but I give credit to the instructor for making the effort.
I liked the fact that the presenter had a good sense of humor and was able to make the accounting course more interesting and enjoyable to listen than it might otherwise have been.
Very interesting course! ..................................................................
The excitement of the content combined with the enthusiasm and insight of Mr. Wasny make this course, along with those he presents on AI, the most inspiring and motivational I've experienced on this platform.
I believe that there is some audio repetition about half way through. Great course, might just want to take a look at that.
Very knowledgeable instructor with many years of experience. Appreciated the inclusion of strategies for every person involved as well as examples of risk factors.
Very helpful especially on calculations which is an area I struggle with.
Detailed instruction by author. Refresher course still if you know Excel.
Its just an introduction, you wont learn practical uses of gpt in accounting, he just give us a bunch of example and why this tech is so life changing
Love Blair's webinars! Definitely wish there were more available on Illumeo. He is one of my facotire presenters!
I thought this was a thorough and helpful course as a manager who deals with many different types of personalities on a daily basis.
Well thought-out content and presentation. Periodic mis-spell and various fonts made it seem less professional and the course was prepared on the fly with heavy Covid-19/Zoom fatigue :)
Though I am not directly into cash flow analysis in my work, this lesson was an eye openiner for me.
This was a great course to introduce me to features of excel that I have never used to give me a great understanding of how they might be used in practical everyday applications of Excel.
Excellent refresher course and reference for future use. Instructor and materials are also excellent.
I especially appreciated the David Foster Wallace commencement speech at the end.
Materials need some improvement. They are just bullet points without any context. That's good for normal presentations, but won't be useful if trying to use as a guide later on when the information is not fresh in our minds.
Great course covering many important concepts and history behind evolution of current accounting standards
Direct, easy to understand slides and notes make this a valuable course.
Excellent course on some basics of Strategic Management. Nice intro for newcomers in the workforce who have not grasped the importance of strategic placement in the market.
Slides should be prepared in advance, no slide materials to retain and or review, and the exam questions were very poorly worded relative to answer choices.
Good information that should be revisited frequently.
The instructor spoke a little slow for my taste. I had to speed up the video to help me follow along. Good course, though.
good me gusto a lot, i want to be the best controller
Super clear instructions with excellent examples provided to work through.
Thank you for providing an informative opportunity to complete my ethics cpe requirement.
This is a very comprehensive overview of the IPO process from the CFO perspective. It is particularly helpful to know the flow of the process from beginning to end, what parties are involved and their respective responsibilities during the IPO process as well as what one needs to pay attention and any related rules should be considered.
Key concepts, good material available and good tips
Good overview and introduction in the terms of fraud, comprehensive slides
Might be nice if there were more theory vs straight up calculations.
This a trending topic in current industries and gaining more focus for its use cases and utilization. The course provided a good introduction to this topic.
Great review of cash flows. The presenter does a great job of explaining, in an intuitive and common sense manner, the "Whys" of the trickiest financial statement.
I love this course! Practical and motivating, actionable advice to drive your business forward. Implementing advice right away.
I liked the easy explanations and the quality of the supporting materials. Having an excel workbook with quality examples is a huge plus. Thank you!
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Loved this course. This was better than an 8 hour in person course I completed on Negotiations.
Having a calculator to practice with, embedded in the course would be most helpful
Very informative tools and materials for a financial accountant's daily work life! Practice makes perfect!
I liked the course, slides and examples provided. The questions were also were relevant and not overwhelming. Hope to see more courses by this author
Great information available in this course, will recommend to others.
The examples are very detailed, but if a simplified example could be shown, including the how the calculations are done, it would be very helpful.
I am very satisfied with the introduction of this course.
Might be too much information in once course, but it is great stuff.
good
Lynn, the generational divide is an important concept to understand when hiring. This class helps me to understand the challenges in how I must lead the different members on my Team. The biggest challenge is in group meetings and in Team building. This course is very helpful. Thank you, Larry
This is a high-level overview of how to organize data analytics efforts and sell these services to the business.
Good, easy to follow suggestions, and clear steps to take
Great Course. Very Motivating. Makes you think about what kind of leader you want to be.
Overall helpful in understanding the differences between profit and not for profit. It got a bit confusing because the examples titles sometime did not match the explanations.
this is a good course for anyone who wants to get involved in the fp&a process
The best ethics course that I have taken. Thank you!
I liked this course as I found that it was very informative and a great refresher on all the many methods and ways in which fraud can occur and be prevented as well.
It was a lot of content for a one-hour course. Would have preferred to have a one hour course to better cover methodology with examples, then maybe get into Strata and SAS in a follow-up course.
Your courses have all been so wonderful, so informational, and so thorough--in short, greatly appreciated by me! Thank you for sharing your expertise, your wealth of knowledge, your inclusion of examples! I have greatly enjoyed reading and listening to all of your lectures thus far.
effective course for entry level email writing. course could show how to avoid so many emails to start with
Easy to follow. Relatable content. Clear presentation.
Great class- one of the better ones! As someone who has a published book, I can attest to the importance of editing.
What is this question ? The Altman Z statistic measures the efficiency of a firms marketing efforts over the past: The Altman Z score is about the probability of bankruptcy in the next two years... It has nothing to do with measuring marketing efforts .. How is this an exam question ?
Excellent, is a great introduction to start and put hands on the data and work with it.
I am somebody that hopes and believes that crypto will be the future of payments and investing. The one thing I do not like is how scared people get when you mention the word crypto. People are also very misinformed a lot of times or just do not care to be informed. So my only critique would be the fact that the risks of cryptocurrencies are comparable to investing in stocks or holding cash in a bank account. Illegal acts have been happening since the dawn of man and cryptocurrency has a fraction of wrongdoing on its RAP sheet compared to cash and other financial tools. Just trying to make crypto seem less scary. Change is good.
A very good course for providing best practices on how to run a presentation along with the actual research to back them.
Segregation of duties: one of my favorite topics in audit. This is definitely a much harder concept to implement in smaller companies where staff are limited.
Clear and Concise course. Learned a lot about analyzing data.
Though the material in this course was well thought out and presented, I found it distasteful and unpatriotic to include a former president, not just as an example of an amoral/immoral leader, but also the answer to an exam question. Keep your politics out of my professional learning materials...
Excellent overview of the topic, with engaging examples and pulse checks. Wide range of subjects covered.
Being able to do each section individually and review it before moving on to the next section. I also liked being able to run the entire course to refresh before taking the exam.
Excellent information in this course but your exam was so far off base and there is no way, even though you say there is, to review missed answers on the exam.
This course was very helpful. new tools for me to practice and master. If you work with data and excel this is the right course. take it and you will find that worth more than you imagine.
Very good class, informative materials and well presented
This course could have been really cool, but I couldn't follow the Excel directions....
I appreciate all of the practice. Lot's of problems help to develop proficiency at speed.
Fraudulent expense disbursements may happens at any kind of organization. This course will provides interest and necessary knowledge about the most common fraud type, also provides the techniques on how to identify it. Good course for everyone in professional organizations.
This course was really interesting because I learned about some of the new things I can do with 365. Definitely recommended. However, digging into the differences between various versions of Excel is not too interesting.
Even if you know Excel, can be a useful refresher course I learned a few new tips.
the final exam questions are not clearly addressed in the slides.
I liked the comparison and contrast between traits and skills and how some qualities may overlap.
This is one of the most useful courses I have ever taken. Thank you for the helpful fixes to so many of the common problems we face in managing our inboxes.
Explanation/presentation was very conversational and provided a lot of insight based on real experience with the legislation.
Great course for being introduced to the Blockchain world
The course itself was fantastic. I would take pieces of it again as refreshers. Given the final exam is 160 questions, I would have been better suited to take the classes in two hour chunks with credit after each class. It was also incredibly frustrating to answer the same question numerous times in the final exam.
Overall the course was very informative. I was distracted in the later sections by the microphone bumping.
The instructor made is very easy to follow. I found the course informative for beginners. It was easy to digest
Great instructor. The real life examples are simple and easy to understand.
Fraud: Focus on Internal Controls to Prevent and Detect Fraud is a good overview course. The instructor used good examples and highlighted good outside resources.
Great info! Informative and easy to understand. I liked that it was broken up into smaller chunks.
Course materials cover a lot of areas and are very practical. It could be even better if the course is in a video format. I will save the course materials and use them as refer or reference in the future.
Great tips for Excel! Instructor has a very energetic and entertaining style!
Would help to break down example calcs step by step
The course is designed well, and provides the user helpful information to improve their workflow.
Outstanding course! Learned a ton in a short amount of time.
The hands-on part of this module was effective, but the final exam had some grammatical errors that made it more esoteric than necessary.
I wish the examples on the slides were a little more clear.
I notice that most audits are not using this risk based auditing mentality, so learning about it now makes me want to find a way to implement it into my firm!
I wish there was an visual step-by-step of the case analysis.
Great introduction to Blockchain and how it can be used for business. I hope that this catches on and that businesses will use block chain in day to day business.
Presenter gave an effective overview of the topic, including benefits and applications. Briefly discussed why it has not yet "arrived," but explains the potential.
Most engaging course I've taken on this site. Instructor does very well holding your attention and keeping it interesting.
Good course and interesting material presented. Would recommend to anyone interested in blockchain.
The hands-on application of regression analysis, though simplified, was helpful in understanding how to interpret the results
Sussman is excellent. He was one of my MBA professors so I was excited to see him on this platform. If he's teaching a class, you want to take it.
Great class as always Michael. Easy to follow along with and good job explaining.
Great stuff as always, Michael. Thanks to Grant Thornton for making this available.
Seems silly to have an exam on this topic, probably because I watched the video after completing 10 Illumeo courses. :-)
This was a very interesting course with skilled presenters.
I really appreciate this course and its help in career growth and overall help in gaining knowledge in who we are, who we want to be and what our passions are.
This was a nice comprehensive overview of blockchains and their uses.
Very informative and relate-able. Speaker was great as well.
Overall good. Some repetition from prior courses but actually this one pulled together the earlier concepts and made them more relevant.
Would have been nice to see what we should be doing in Excel. Hard to know if we did it right.
Although I thought the examples to be very helpful, I felt a little confused throughout this one.
It is interesting to learn about how to choose variables and how to look out for omitted variables.
Course was informative and easy to navigate. I would recommend it to a colleague.
The course did a very nice job and explained important, relevant information in a manageable and easy-to-digest manner. The instructor was efficient and broke down the topics in an understandable way.
This course was informative and provided the basics beyond using regressions for forecasting.
Good course, the presenters were engaging and informative. The course included many studies and statistic to accompany their points regarding training & development and employee engagement.
This course provides a good overall view of what composes ethics and what influences it within an organization
The real life examples were helpful to walk through
Gives you just enough information to be dangerous, but not enough to be reliable.
Great course, always insightful content. Learned a bunch of new regression material
The speakers talk a bit too fast at certain topic.
I do not think that this explained block chain well
good refresher course for auditors who may not have manufacturing clients regularly
This course provides a good general overview of how to structure data appropriately. The emphasis on financial ratios and metrics seems overly specific to one domain, but makes sense given the instructor's background.
The course had a large amount of overlap between the Data Collection and Cleaning course
I liked this course's description of BI tools like Tableau and data analytic tools like R.
Overall great webinar. It would be helpful to reduce the number of abbreviations in the slides though.
GOOD OVERVIEW FOR ANY ORGANIZATION AS THEY INTRODUCE IC MEASURES
Some people just aren't great managers and lack the common knowledge even taught in this course to improve.
This is a very useful course for CMAs. I would recommend CMAs to take it.
The modules were very helpful to understand the material.
Absolutely wonderful course. I am going to take the deep dive on email. The activities button in contacts was worth the entire 1.5 hours. Wish he would of started with the views functionality. Still get confused on how to work this function and don't feel confident I have the most effective view on all of my screens.
I appreciated how the instructor took his time in explaining definitions and how to manipulate the data.
Erik should do more courses. Very clearly explained.
This was an excellent overview of fundamental excel functions. I love the multiple uses of examples.
Great introductory course. Love how the presentation was well prepared.
Decent look into regression, sample size of the data was unrealistically small which took away from the learning possibilities.
Michael made it easy to understand the importance of fixed effects in advanced analytics
Regression in excel is very helpful to analyze dummy data. I would like to recommend this course to anyone who is working on analyzing data. By learning this skill is helpful to increase work efficiency.
I thought this course was helpful because there was a real-life example used.
Great course. wish there was more time to learn. had hard time following along.
This course did a very good job of going in depth with its explanations of regression analysis.
Great course, very interesting to learn about the Myers-Briggs!
Great class!
Good review course. Fairly simple accounting concepts.
I found this module somewhat confusing and abstract compared to previous modules. Hands-on examples would've helped distill your points.
Manipulating the data and walking through step by step is very helpful
This course was short, sweet, and straight to the point. The material was interesting and it was easy to stay engaged throughout.
I found this course to be helpful. This material was new to me and interesting to learn about.
Great Comprehensive review of this decision to those unfamiliar with SALT concepts.
this one, although hands on, was dry and difficult to hold my attention the entire time
It says that theory is easy but applying is hard. We are doing theory....
Very informational course. The mid-section can be a bit bland, but it's very useful knowledge.
This course provided great examples of data collection techniques.
The speed of the presenter when talking was way too fast. We were learning about presenting to non financial managers and I could not keep up with the flow of information. Way too fast and way too much.
This was a good but examination of ethics starting with various scandals and ethics violations to COSO standards to the best practice policies in creating an ethical culture from the top down at a company.
Good discussion on recognizing revenue under the new revenue standard.
This course is outdated, based on 2016 tax law. It is completely irrelevant in 2018/2019. It needs to be updated.
Good insight in personalities and leadership. Excellent explanations of human behavior
Continues to build on the past courses well. I look forward to the next courses
One of the questions was wrong. It asked about the Z score but referenced marketing rather than bancruptcy.
Very thorough on how to use statistical analysis and other types of analysis for analyzing different types of data. Excellent job tying the information back to real-world application.
I wish there were more examples rather than just slides.
Everything about this course was absolutely fantastic.
It was very helpful to see a live excel demonstration of how data can be analyzed in real time.
Very interesting and insightful course on new data analytics techniques.
Great introductory course covering data gathering, merging large data sets, and data cleaning.
This course was very useful. It was a good follow up to the Business Intelligence: What is it and why course.
I thought the course was fine for a basic level of knowledge on what BI was as well as some of the advantages and disadvantages.
Good introduction and overview of data collection and cleaning.
This course helped me prepare for a training. I really feel like I got a good foundation.
very good introduction into an area I've never studied
It met all the stated objectives. I thought it was more interesting than the previous two sections.
The course material was good and simple. I would suggest adding more examples at each level.
I think this was a good introduction to Business Intelligence.
I like the hands on learning with the case study since it allows me to go through the motions instead of just writing down steps.
I thought the course provided good detail on a number of the tools available to use for analytics. The time allotted was also very reasonable.
A useful refresher course for anyone with an accounting or finance background. It helped to pin down some of the basic points in preperation for more involved concepts.
Great final course to take that sums up data and analytics. good examples
A little hard to follow if you have never done a regression analysis. Having an easy sample regression and walking through all the steps would help.
This was a quality course related to Data Collection and cleaning 0- I thought that the information provided was very relevant.
Although shorter and more applicable than the last course I completed (Business Intelligence), the case study seemed to be more a repeat of the slides, as opposed to a case study under the academic definition.
I felt the valid test data question was confusing, but other than that, it was a good course!
Very in depth overview of TCJA. This really helped my understanding of which tax items have been modified or kept.
Exactly what I needed, added many of the missing pieces for me. I like the format, showing what to do then, doing it. My only gripe is that the exam has questions on charts when no charts were in the course material.
Great course! Very informative! Learned a lot about the importance of ratio analysis and various ratios used to compare companies to their competitors
The speaker has provided very nice explanation with examples.
very interesting and I would suggest this course to a college student.
Helpful intro - hard time hearing the audio at times.
This course was a thorough reminder of the ethical requirements of the CFO, as well as the general responsibilities of the role.
Course was very interesting! Its also very useful for further understanding.
I like how the course was broken up, and how you are able to access the slides.
Comprehensive overview with detailed steps to a good fraud mitigation program. Instructor laid out what was to be covered and then covered it.
Really enjoy how Marc & Paul present together - engaging!
This course provided a good overview of how to account for book-tax differences, as well as how to effectively navigate the Schedule M-1
good, easy to follow instruction with lots of examples
Good overview of the Segregation of Duties method of review and of why its important
If I could have given 6 stars, it mightn't have been enough. He provided a very practical roadway to finance excellence. Great enthusiastic and knowledgeable presenter.
nothing to add good course on financial information that is useful in conversation
Spoke clearly covered good intro to the topic enjoyed the slides
Very articulate, concise and insightful! I would recommend for anyone looking to improve their public presence.
A useful and technical course topic which was presented in a clear and concise manner.
Liked to keep up to date with new changes.
Interesting real life cases.
Hits on all the basics! Good refresher course.
Great course in understanding the IT and Finance relationship.
A bit hard to follow in some places but overall, another very good presentation
Some more error rectification technique may be included in this course.
Excellent course for finance professionals.
I learned new elements of dashboard reporting.
A very interesting topic, another one they don't teach you in school.
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Very comprehensive and extremely thorough.
Didn't realize QB was this powerful. Good overview.
seems like a good class for today's environment
Great Course!
Great Course
Very helpful
Tough overall but a great course
Tough course
Great course.
Easy content, presented nicely.
Instructor was effective at presenting the content, as well as introducing new ideas
Great Course!
Good course
Difficult but enjoyable
Amazing. You should try being a professor because I think you would do well
Great refresher on financial statement analysis
Great Course!
Great time.
Really helps me a lot in building my personality in social networking sites.
Good course.
Helpful for understanding datasets and making sure your data is not fake
Very interesting information, good course
detailed and informative
Slides were extremely helpful to review, concepts laid out very plainly but informatively
Fantastic Course
Great course. Even better teacher. Sorry it's late.
liked the convenience; it was good information
Nice
awesome!
Interesting stuff
A+
interesting, lot of material
The training made me understand more of the client situation and effective ways to communicate with the customers. To address their disputes/queries efficiently.
Good course
While I already implement much of what is suggested - I found some nuggets that added value. Thoughts on fluidity and materiality along with mixing non-financial measures were interesting.
This course covered some seemingly basic concepts that are huge time savers if you are unaware of them.
Questions are vague
People Management
Excellent course
Enjoyed it.
Well written. Powerpoint needs polishing.
We like the enthusiasm of the narrator. Last section went too fast (conditional formatting)
Some great tips.
excellent refresher
The course is great, however, the video sometimes disconnect in the middle and have to wait and drag to make it work






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