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Launching Data Analytics

Launching Data Analytics BootCamp will help you build a data analytics service line for both internal and client use with a comprehensive step-by-step process for success.

Launching Data Analytics

Are you tapping into the power of the data at your fingertips?  By strategically assessing the right data and leveraging technology, you can provide better attest services and enhance your advisory service offerings for clients.

It’s easy to get overwhelmed by the volume and variety of data available. And it seems each year there’s more and more information to process. So how do you track and analyze the right numbers without getting bogged down in the weeds?

Take a “leave nothing to chance” approach to building a data analytics service line.

 

Key Elements

Launching Data Analytics 101

When you register for the program, you’ll gain access to an online tutorial to walk you through the basics of data analytics, the resources needed to launch a data analytics program and how to complete the BootCamp Preparation Workbook.

  • What is analytics?
  • What analytics should you offer?
  • What differentiates analytics for advisory services from analytics within attest?
  • How do you define analytics for your firm?
  • How can you identify the need in your client base?
  • How do you find existing expertise?
  • How do you determine goals for the service line?
  • What’s the time frame for building and launching the service line?

 

BootCamp Preparation

Before firm members attend the BootCamp, Upstream will provide guidelines for launching a successful service line, as you work through a customized plan for your launch. 

  • Define the analytics service line
  • Select service line owners
  • Identify goals for the new service line
  • Identify your initial industry of focus
  • Explore possible revenue streams
  • Identify competitors
  • Pinpoint your firm’s differentiators
  • Identify leadership and choose your ideal team attributes
  • Draft initial KPIs

 

Launching Data Analytics BootCamp

Your firm’s Launch Team will meet virtually for a five day Data Analytics BootCamp. Participants will learn key concepts necessary to launch a data analytics service line. 

Topics will include the challenges in starting a new service line, strategies to overcome these challenges, technology considerations, personnel training, marketing the service both inside and outside the firm, sustainability, and profitability.  Teams will then work on their firm’s plans and receive feedback during open office hours with Jeremy.

Attendees will leave the BootCamp with a plan for launching a successful and profitable data analytics service line.

Unconditional Guarantee

Like everything we do at Upstream Academy, Launching Data Analytics is unconditionally guaranteed to your full satisfaction. If you’re not completely satisfied, we will, at your option, either waive your fee or accept that portion of the fee that reflects your level of satisfaction.

Meet Your Instructor

Director At
Upstream Academy

Program Information

What can you expect?

Launching Data Analytics includes a combination of presentation, customized planning tools and peer-to-peer sharing to provide a step-by-step guide to creating a successful and profitable data analytics service line.

What is included?

Launch Teams will follow a three-step process that results in a customized plan to launch a new service line. The steps include an online tutorial, homework assignments and a 10-hour virtual workshop for Launch Teams and firm leaders.

who should attend?

The objective of this BootCamp is for you to launch a successful data analytics service line.  To accomplish this, it takes more than one person.  It is important you have a team of individuals working together toward this goal, your Launch Team.  The size of the Launch Team is up to you, and the BootCamp is designed for that team.

What is the Cost

$5,750 for your firm’s Launch Team (UAN Member Firms pay $4,875)

Registration/Purchase

To join Launching Data Analytics, select your preferred option below and add to your shopping cart to complete registration.

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Upstream Academy will recommend CPE credit based on the level of participation in this course. Prerequisite: None Advanced Preparation: None. Skill level: Overview
Upstream Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.