Management in the Data Era for CPAs

Organize your team, align your culture and lead your organization through data-driven change.

The Ivey Academy and CPA Ontario Certificate in Leadership is a collaboration between CPA Ontario and The Ivey Academy at Ivey Business School to deliver professional leadership development tailored for emerging and established CPAs alike.

Learn more about this unique learning experience and how to earn a Certificate in Leadership.

Each completed course awards a digital badge to signify your accomplishment. You can share these badges across social media, websites, ePortfolios, professional networks and email signatures to highlight your enhanced skill set and expertise.

After completing three courses of your choice, you will receive a Certificate in Leadership. This powerful credential signifies your diverse leadership skill set and ability to manage through disruption.

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Overview

Note: This course is delivered virtually over four weeks and includes 20 hours of learning. Expect highly interactive live sessions led by expert Ivey faculty, small peer learning groups, online simulations and self-paced learning journeys.

Overview

Increasingly crowded by data, executives are faced with a clear but complex challenge: seeing through the noise. Volumes of data, collected constantly, hold key insights for business leaders, but what are the right questions to ask? How do you interface with data scientists, marketers and product designers as they interpret and communicate raw information back from the market?

Leading a team that works with data requires some know-how. More importantly, senior leaders need to understand how to organize around data. Structuring teams, hiring for critical capabilities and encouraging an aligned culture all influence how effectively your organization will turn data insights into action.

Management in the Data Era for CPAs gives a comprehensive overview of practical data analytics and a hands-on look at the mechanics behind Artificial Intelligence. Participants will take a guided look at successful data-driven organizations, drawing best practices on team structure, emerging technologies, digital transformation and more. By the end of the course, you will develop a clear strategy for both creating and communicating value using data.

Topics

Data ownership and leading with analytics

Take ownership of data and make data-driven decisions; Use an analytical lens to gain new business insights; Practise managerial intuition using technical insight

Understanding uncertainty

Distinguish between process and outcome; Quantify trade-offs between rewards and risks; Engage in simulation-based forecasting and decision-making

Generating insights and communicating with data

Generate data reports; Create persuasive data visualizations and presentation; Translate data-lingo to business fundamentals; Form strategies to convert the skeptic

Leadership and management aspects of analytics

Review how to assemble and lead an analytics team; Promote data-driven culture and dispel “dataphobia”; Avoid the pitfalls of analytical bias and anchoring; Understand and use new technologies in analytics to generate value

Follow-up webinar

Track the progress of analytics in your organization; Share best practices and pitfalls in implementing analytics; Explore prescriptive analytics

How you learn

This course is deeply experiential, grounded in case research and facilitated by expert faculty from Ivey Business School.

Ivey's real-world case methodology isn't about textbooks and lectures - it's about learning by doing. You will identify specific, practical learning takeaways through deep discussion and simulations, then develop an implementation plan with feedback from other leaders.

Learning methods include:

  • self-paced learning that includes pre-recorded videos, readings and case studies
  • live sessions led by expert Ivey faculty
  • discussion sessions with peers in private forums and guided self-reflection exercises
  • online simulations using realistic challenges where leaders can test action against immediate feedback in individual or team-based scenarios
  • opportunities to test leadership skills in online simulations, apply concepts in critical decision-making moments and navigate team dynamics – just like in real life
  • peer learning sessions to share experiences, exchange ideas and collaborate to solve challenges in virtual breakout groups during larger sessions

Key takeaways

  • Understand how analytics works and what it can do for you.
  • Take a hands-on look at the mechanics behind Artificial Intelligence.
  • Learn to navigate new technologies and think critically about data.
  • Explore real-world analytics projects.
  • Network with other leaders from across sectors and industries.
  • Build a personalized "return-to-work" action plan to apply new learning.

Who will benefit?

This course is designed for CPAs who are decision-makers in any size of company and forward-thinking leaders seeking to expand their own capabilities and equip their organizations with modern processes and architecture. This course is designed for Managers, VPs or Executive Directors who may not necessarily have a background in data sciences. Participants should have at least five years of business experience.

Need approval to attend?

Download the employer request letter

Speaker(s) biography

Mehmet A. Begen is an industrial engineer, a management scientist and an Associate Professor at the Ivey Business School at Western University. He has PhD and MS degrees in management science from Sauder School of Business at the University of British Columbia, and a BS degree in industrial engineering from Middle East Technical University in Turkey. Mehmet's research interests are management science and analytics applications, data-driven approaches, and scheduling and operations management in healthcare. Mehmet is a Certified Analytics Professional (CAP), worked in management consulting before his PhD studies, is a recipient of CORS (Canadian Operational Research Society) Practice Prize, and served as the president of CORS. He teaches courses on analytical modelling, financial analytics, analytics projects, big data tools and statistics.

Fredrik Odegaard has developed a wide spectrum of analytics courses within all programs offered at the Ivey Business School: HBA, MBA, MSc, PhD and Executive Education. He has taught courses on Decision Making with Analytics, Competing with Analytics, Revenue Management, Statistics, Big Data, Data Science, and Creative Analytics. Fredrik has a PhD in Management Science from the Sauder School of Business at the University of British Columbia, a dual Masters degree in Operations Research and Statistics from Stanford University, and an undergraduate degree in Purchasing and Logistics Management from Arizona State University. Fredrik has worked with a number of corporate clients, including Fujitsu-Siemens Computers, Nokia, Lucchini, Infineon, Royal Copenhagen, Novo Nordisk, the Swedish Armed Forces Head Quarters, the Swedish Institute Evaluation of Labor Market and Education Policy, and the Danish Ministry of Energy.

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