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Forensic & Valuation Services Conference 2015

Leveraging Excel Data Analytics in an Embezzlement Case

Nov 8, 2015 1:25pm ‐ Nov 8, 2015 2:40pm

Standard: $49.00


In this session, participants will learn and apply some of Microsoft Excel’s powerful analysis tools within the context of a forensic accounting investigation. Instructors will provide participants with a fact pattern and simulated data, and will guide them through specific data analyses while allowing participants time to hone their data analysis skills. Attendees will be able to:
• Identify phases of a typical forensic accounting investigation and identify points where data analytics are commonly used
• Obtain an AICPA Excel Quick Reference Guide (shortcuts, frequently used formulas, step-by-step example of the V-Lookup function)
• Perform hands-on data analysis within Excel while working on the investigation assignment (solution worksheets provided with conference materials)
• Understand the key elements in deriving meaningful report-ready charts and summaries from data analysis procedures


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