USING DATA VISUALIZATION TOOLS TO MAKE
DECISIONS AND PRESENT INFORMATION
The Ohio Society of CPAs
What is data?
Importance of presenting data in easily
Word Clouds - Wordle / Tagxedo
Mapping – BatchGeo PowerView
Dynamic Charting – PowerView / Tableau Public
Reasons to use these tools
WHAT IS DATA?
Data are values of qualitative or quantitative
variables, belonging to a set of items, or the
very pale droid on Star Trek.
WHAT IS DATA’S POTENTIAL?
Wasted storage space
Find and measure
what is important!
Word clouds give greater prominence to words that
appear more frequently in the source text
WORD CLOUDS ONLINE TOOLS
Wordle – most popular easiest to use
Tagxedo – allows clouds in specific shapes
WORD CLOUDS USES
Find important topics from poll results
If open ended questions are used this is an easy way to see
what is important.
Compare data sets
Look at word cloud of vendors from two years, do the changes
Explain variances to non-accounting people
Clients/Bosses not in the accounting industry can understand
different sized words easier than a chart of numbers.
EXAMPLE: SURVEY ANSWER DATA
500+ RESPONSES TO OPEN ENDED QUESTION
*multiple topics to be made aware of highlights...can also share with others on the job *awareness of vendor offerings *meet other CPAs to
talk about issues,etc.
Large catalog and a large variety of topics.
Range of topics
Consistently reliable CPE
OFFERED THROUGH THE OHIO SOCIETY OF CPA'S. I LIKED THE COST
they provide half day free local seminars and ethics
BEST PRICING AND PRODUCT QUALITY
Matches niche / specialty.
Since I have to pay personally for CPE, I try to get it at a lower cost. As a government employee, I also pay personally for my CPA license,
AICPA membership, OSCPA membership, and other professional organizations, all of which keep increasing in cost while government salaries
have been frozen.
convenient location and allowed to take time away from work to attend
Pricing and selections.
I enjoy reading the VOICE each month, learning about all the current topics. I also enjoy the PIU's -great format, excellent presenter.
1) Bob Jennings- outstanding speaker 2) cost
large selection of courses and dates available
range of topics & flexibility of venues
Offers a wide range of topics and qualified speakers
Good mix of topics
They provide those closest to my office.
BEST QUALITY CPE
Member of OSCPA
Easy, paid for by firm
Small, easy-to-complete courses Good cost per unit Variety of courses
Convenient locations, quality programming
I enjoy the accounting show and PIU. I would like to take more one-day courses, but need more relevant topics (share-based compensation
1) They are usually not there to sell you stuff. 2) Our folks have generally gotten a lot out of Surgent McCoy classes and given us good
Large selection of courses, maintains CPE transcript, location
Ease and Convenience
Reasonably priced w/membership, relevant to job, backup tracking of hours, accessibility of various formats, quality of progr ams, timely.
Content & Materials
Offers the most applicable information. Specific accounting technology applications interest me the most.
Good presentations, good options
They track CPE and I know the information is relevant and current and correct
Best selection of topics and value for the price.
Membership discount and variety offerred on CPE day and accounting show.
economical and worthwile
Society keeps my hours.
Convenient, effective, affordable, variety
Provide content most relevant to my current position
i enjoy the quality cpe provided and it is another way to network
12 hours per quarter
Large variety of topics and locations. Plus a large amount of webinars.
Ease and relavence
REASONABLY PRICED, SELF STUDY AVAILABLE
Conveniant and relevant.
Ohio Society is very professional and have better presenters. The other CPE programs I attend are from who ever I can find, don't really have
a specific provider to list.
GOOD QUALITY CPE THAT I AM SURE WILL QUALIFY FOR CPE IN OHIO AND GIVE ACCURATE INFORMATION
They track my CPE credits and they offer a wide variety o f topics and locations.
Best source of industry specific technical information
More choices that impact internal audit in industry
economical, local, variety
Society provides great variety of seminars.
convenient, wide selection of courses offered
Provide good seminars with great speakers
I get to go to Las Vegas!!!!!!
A large variety of topics and formats
LARGEST SELECTION OF TOPICS AND LOCATIONS
Ease of 1 hour webinar for FREE
Related to my industry (Architecture)
on demand convenience and low price for unlimited credits; content is valuable
Good reange of topics and local
They will come to our office and provide a current update of tax. Also they are very good.
More convenient and customized for our firm.
e-learning is broken down into several chapters and each chapter has a small final exam rather than one test at the end. Unfor tunately they
don't offer the Ethics test in that format.
Specialized industry coverage (SEC and EBP)
convenient. online short 1-2 credit classes
Provide more hours for a reasonable price
I have had some really good speakers from Surgent McCoy. They used real world experience as examples.
Variety and Needs
Ability to combine a resort location / vacation in the evenings and weekends with CPE training.
Like the annual accounting shows which has variety of subject and the Professional updates in Spring and Fall
Ease of access and array of classes
Relatively low cost
On demand, one price for unlimited self study
Good selection of local seminars
Best variety, quality, availability of CPE
More dynamic speakers and topics.
Subject, Timing, and Location is how I choose my CPE. Provider has no impact.
Provide quality information and keep track of hours
I have more experience with their products.
Variety of course offerings & locations. Topical subject matter. Course quality.
Listening to people in my profession who have more experience/knowledge is easier to connect to
Ease of CPE reporting
Relevance, quality, cost, convenience
good solid training classes and already accepted by Accounting Board
Those are the only courses I have taken in my short CPA career
BETTER ORGANIZED AND MORE INFORMATIVE
More focused on the IA profesion with more industry specific topics.
Suppliers or business partners
Provides a variety of topics at reasonable cost
I have the flexibility of taking multiple courses on a time frame of my choosing
Variety of course topics
Ease of getting required knowledge whether general or specific.
only choice, currently
good subject material and the convenience of the location
BETTER QUALITY OF PROGRAMS; MORE AREAS OF CONCENTRATION; MORE SELECTIONS
more interesting courses
enjoy the discussion points and vast portion of information
Support our Society and ease of tracking
Convienent and inexpensive
Provides best topics and locations
I have the most exposure to their programs; good speakers and content
Variety of Courses and price
Active in the field and know the issues that small accounting office face.
EASE OF REGISTARTION VARIETY OF CLASSES OFFERED
Relevant and accessible, numerous options
Good tax training & materials at a good cost
Timely and relevant
better quality speakers
More meaningful information provided timely.
Events are interesting, relevant and not too expensive.
Surgent McCoy and PPC very inexpensive
convienent, easy and professionally recognized
provides CPE that is very relative to my career and topics that are useful.
I know the course automatically qualifies for CPE.
variety of courses, available in Akron, Cleveland or Columbus
AICPA offers multiple day conferences targeted to specific industries with a good variety of topics and nationally recognized speakers.
local - timely topics - personal
Ease of reporting to the OSCPA. I don't have to worry if I will receive CPE credit for the courses I attend.
relevant auditing topics
Good topics for career I'm in.
Timely topics. Good Manual-Online preferred. Sometimes local with minimum travel.
Better variety Better at notifying me of opportunities
More relaxed and comfortable. We know that the teacher has credibility in our relevant industries.
Targeted education to my business needs
Convienience and automatic update to CPE file.
I like the self study base on time and price.
Variety of courses, convenient
AICPA's self-study is convenient and cost-effective.
Local and generally easier to fit into schedule
Ease of scheduling
OSCPA - Local AICPA - Valuation conference
Timely, relevant and the OSCPA keeps track of the CPE for you.
Bigger selection, closer to home.
More relevent topics
Excellent programs, and avaivalility
Targeted for CPAs. I choose the conferences I attend based on class choice and if they will fit my needs.
Cost & Location
I like the topics and locations
Variety of CPE offered
all course materials maintained by OSCPA and I don't have to keep track - already on my transcript
Local availability, free professional issues updates 2x per year
Ease of scheduling
OSCPA has relevant topics at low cost in convenient locations.
good variety of classes with locations throughout Cleveland
Timely, relevant topics with easy access
Breadth and quality of offerings
Fair price, good locations
Tax and Accounting CPE needs, webcasting opportunities
cost & quality
I like the way they give a two day course, with the first covering a broader range of subjects and the second covering specif ic tax changes.
Variety of formats
All information is current, relevant and standardized
Local programs covering local topics
Ease of scheduling, desired format
OSCPA is affordable and usually has informative speakers, especially the PIU's with Mr. Price.
Good variety of topics, current with tax laws
topics and CPE certification
Broad array of options in my specialty field, taxation.
More variety and more job specific
Tax Club: Speakers/Topics/Group Feedback
Cost / Topics
I live in Wisconsin and the WICPA programs are outstanding and cost effective.
Variety of options throughout the year; PIU updates; convenience
alot of choices
Ease of tracking CPE hours. Familiarity.
Relevant topics - usually very good presenters
OSCPA keeps track of courses I have taken through the association, but mostly offering timely, relevant topics.
Good variety, keep transcript
Topics and location
Broad product range and economical pricing
More variety of topics
Tax topics cover state and local taxes, and I usually don't have to travel overnight.
Cost and convenience
quality (Jennings), price
I look for the topic rather than who is sponsoring
Variety of subjects.
Always know what the training will be like
Location & topics covered
ease of ues and topics
Relevant topics, easy to register and get approved by my boss (when I can get early enrollment discounts).
OSCPA offers 8 hour in person seminars that are relevant to my needs
Good, informative sessions No issues reqarding qualification of the CPE hours CPE record keeping for easy management Being part of the
live classroom setting is very beneficial.
Topics covered meet my specific business needs
Broad subject matter
Most applicable to local issues
First is first because of the ease of scheduling and lack of personal cost.
The ability to use small 1-2 hour blocks of time for CPE and quality of courses
cost and convenience
Quality and convenience
I mainly use CPE Direct
Variety of topics
Always well done, reasonably priced, great variety, strong speakers, fit my calendar, good food
Location , content
Ease of use
Relevant topics, specific not-for-profit options, recognized sponsor of CPE
convenience - can do self study CDs or attend monthly sessions in person
OSCPA provides quality programs with current topics and competent presenters. NorthPointe, Lewis Center, OH was my favorite location.
topics matche up to my core practice
Broad topics and broad networking opportunities
Most available and relevant
First one is 2 days in my primary area of practice.
The convenience. No additional travel needed
Cost and convenience
Quality and price
I prefer AICPA because I can purchase CPE Express for under $300 and have access to over 1200 hours of CPE. My boss wants us to get the
cheapest CPE we can.
variety of topics independent viewpoint other attendees reasonable cost
Appropriate topics Great presenters
Location and materials
Ease of use and availability
Relevant, easy to access, no reporting hassles
Convenience Cost Insights Frequency of offerings
OSCPA provides the most relevant/pratical courses and covers most topics I need.
Great material, convenience
Topics offered and instructors
broadest selection of CPE products
Most pertinent topics offered
The CPE is provided at no cost to me as I work at a large national public accounting firm.
cost and convenience
Quality and price
I prefer OSCPA, but the cost is usually too high to justify using OSCPA for much.
Variety, location, affordable cost
Appropriate topics with multiple locations and dates to fit my schedule. Speakers, subjects and handouts have always been very good to
location and topics
Ease of use, relevancy to job
Relevant, proactive notification, variety of course formats
Convenience and cost
OUR SOCIETY MAINTAINS CPE RECORDS FOR REPORTING PURPOSES AND QUALITY IS A GIVEN.
great materials and instructors
Topics relavant to job responsibilities
Can get quality CPE locally
Most programs available.
Flexibility / Cost
The ease of earning CPE during Lunch hour and offered at No Cost! Courses are offered frequently, various topics, emails of upcoming courses
Cost and ease of attendance
Quality and subject matter
I t is approved by the Ohio Society.
Variety, locations, local, content, excellent content, professional presenters, ease of registration
As a member of Tax Executives Institute, they provide tax technical CPE training at an affordable close close to my home and where I work
that I need to do my job.
LOCATION AND TYPE OF COURSES AVAILABLER
Ease of use/schedule. More cost effective than any other.
Convenience and cost
part of certification process ABV and CFF
Great programs covering the topics that I need and CPE reporting is easy.
Topics, Price and Times that they offer the classes.
can obtain cpe related to NPO's
Flexibility of subject matter and convenience
The know the needs of the CPA best. Offer many alternatives. Excellent programs, speakers and facilities.
Cost and proximity
Quality and tracking hours
I trust them to provide the best
ATTEND MEETINGS GENERALLY TWICE A YEAR
Location and variety of topics
Ease to sign up, multiple locations to attend and tracking of results.
convenience and cost
pertains mostly to my job
toss up between 1 & 2
Chance to interact with other CPA's
most relevant and economical
Flexibility, ease, low price
The locations are convenient, the speakers are good, and the price is reasonable.
COST EFFECTIVE FOR CPE OFFERINGS, NETWORKING OPPORTUNITIES AT CONFERENCES
Quality and value of the courses offered.
I'm new to the OHSCPA, but I like the live courses in close localities.
Variety/choice, cost, support my state society.
Automatic record keeping and provides the qualified ethics course
location choices; meaningful topics; rising costs could alter this ranking in future
convenience and local
Pertinent to my practice. Value priced. Timing.
great speaker, great knowledge, up to date
CHANCE TO MEET WITH OTHER CPA'S IN CLASS AND DISCUSS COMMON INTERESTS IN PERSON
Most to offer
flexible, easy to get to, good value
The number of classes available
Cost effective, and can complete as time allows
QUALITY CPE THAT TRACKS TRANSCRIPTS
In house monthly credit of four hours available.
Various options High quality
location, cost, topics
Respected, reliable, good info
Convenience and low cost.
Practical information, very good speakers
Great subject, convenient, and excellent speakers.
Cheap and easy on-line CPE
MOSTLY TIMELY TAX BASED TOPICS WITH INTERESTING SPEAKERS
FMN is onsite
The Ohio Society of CPAs offers a wide variety of CPE topics, formats, etc. They also keep track of all CPE credit.
Cost effective, easy to get to locations, can choose courses with speakers I like
quality cpe, reasonably priced, and easily accessible
In house provided by employer
Very specific to my work.
Availability & cost
LOCATION, PRICE, AND FUNCTIONAL REFERENCE MATERIAL
Convenience and Quality
Predictable content, usual quality level
Great topics and meet with other tax executives
Training applicable to position.
Cheap cpe that I can really study on my own, instead of a minor review like most seminars
Much more relevant topics than other providers. I work in industry, and there is never OSCPA CPE that relates to my industry or my position. Focus is on our industry and not generalized.
The opportunity to network with my peers.
COST sales tax conference is on point has various industry members
Quality of content and speakers
Volume of offerings that fit with busy schedule
Availability of topics and webcasts
Location, price, content, delivery
Easy - no additional travel
Selection and location
Convenience and wide selection of topics
prefer live seminars rather than computer based CPE
GREAT TWO DAY SEMINAR ON TAX
Training is more aligned to my role (CAE)
Focused on government topics (my industry) as well as networking with peers in same industry
The topics are more specific.
Cost, convenience, ease of use
Quality of Courses, Authoritativeness of Provider (OSCPA)
Industry specific information.
We are certified by NASBA and I am the instructor for many of our courses.
Available online at my convenience - 1-2 hr self study; many topics covered including governmental
lots of options throughout the year
Selection of offerings
Convenience, Cost, and Local
Prefer OSCPA because 1) quality and variety of topics offered 2) online transcript - you add OSCPA credits and ease of adding outside CPE
Transcript information automatically carries over to my member information. I don't have to keep track of certificates, cour ses taken, hours,
choice and convenience
mutilple of courses and media to take those courses
Focuses on topics of interst more than the others
The topics are very relevant to my work, time is paid by employer, and the courses are paid by the employer.
Cost, convenient, recognized by the state accountancy board, good teachers, good variety of topics.
Quality of courses, convenient locations
Industry standards require compliance for which employer designs free internal CPE
Convenience of locations
Because I like the choices I have and can tailor my CPE to my needs
Low cost and flexible...can study whenever I have time
easy access and tracking on my page
Selection, transcripts tracked, value, locations
Convenience, cost, quality and applicable topics.
Price and convenience
Greater availability of courses in my technical field
Choice and value.
My employer woll pay for it
Format and I learn by listening.
Their presentations are ALWAYS very interesting, thought provoking, and mixed with enough humor or real world examples to keep the topic
interesting. I have never heard a better speaker than Lynn Nichols.
Quality of CPE and type of CPE offered
Interactive sessions that are easy to ask questions during.
Well prepared practitioners who usually have had a hand in preparation of their material. Not just some hired hand reading f rom someone
Because it allows for interaction in teh firm and a determining a way of attacking the client base on a consistant basis
Low cost and provides info on direction
Easy access to CPE on relevant topics.
Convenience, no travel required.
Price and convenience
Has special tax semimars
Typically have quality presenters and numerous choices
Choice of subjects Choice of locations Ease of finding it in 1 website
My firm provides CPE free of cost. Further, most courses are available on-demand.
Format, speakers and topics of classes are very interesting
They always make sure the quality is good and help keep track of hours
Quality of programs and convenience
interesting, high quality, relevant products at a reasonable price; presenters with strong presentation skills
Wide range of topics, convenient (in Columbus), cost
Because of the location of the training, either webcast or Convenience of city location. I would like more training available in Toledo.
low cost of cpe
Easy access; relevant topics
self study as part of membership
Price and convenience
High quality and accepted by Accountancy Board of Ohio.
typically they put on very informative multiday seminars with multiple topic options for each session
Cinference covering a multitude of topics and more cost effective.
my specialty is international tax and i require detailed & complex technical training on new topics. these are the most qualified providers.
They are free. And, also 1 hour webinars are most convenient.
Cost, manuals are good
Quality of the training
it covers the most relevant to me information
Wide variety of courses; convenient locations
Because that is the only source I can use now.
Low cost, local, outstanding material
SELF STUDY CURRENT TOPICS
Price and convinence
High quality. Networking opportunities. Relevant.
Clark Price was awesome. The Accounting Show is too.
THEY ARE MUCH LESS COSTLY AND THEIR INSTRUCTION IS USUALLY MUCH BETTER.
Cost, variety, CPE tracking
Quality of training; location.
It is easy to locate courses and the cost is reasonable if you have a membership. The presentations are usually good.
Wide variety of options
Because they deliver quality cpe at a value price.
Many offerings of 1 hour webcasts covering a very broad range of subjects.
Easy during lunch CPE
Seminar topics are relevent to our practice.
Price value relationship is excellent
History and experience with the CPE provided, confident in knowing what you are getting (quality, cost, etc)
Usually have the topics I want and closer
Classes are good and conveince
Free and convenient
They are very up to date with information and you get to talk to others with similiar clients and situations as yourself.
Cost,No time limit,Take course online and test online,convience of taking course at night,on weekend,etc
It is informative and interesting generally. Like a plethora of topics to choos from.
Wide variety of subjects and locations.
Because they track my CPE for me
Many options for self-study
Easy of sign up and tracking
Seminars and workshops relate directly to what I do and provide a source of networking with other government fiscal officers.
Convenient and a variety of topics.
Price, convenience, location
I am used to getting my CPE from them.
usually multiple locations and topics but not like it used to be. Perhaps AICPA and multiple state societies should team up so that conferences Client service personnel for the firm are industry experts and typically are leading the national trainging classes. Allows close interaction with
can be spread over many cities and dates especially if similar topics.
actual audit personnel.
Free and directly applicable
They do a very good job of explaining things
It is related specifically to my job
widest choice of topics, formats, prices, locations
best available and cost
Many options of CPE.
Easy to keep track of total CPE earned and no hassles regarding if the session qualifies as CPE.
Seminars hold interest, are normally relevant and speakers are good
Convenient and low cost
Price, more variety
I attend their conference every year.
Usually take QuickBooks courses thru Intuit which are free with the ProAdvisor package & are very relevant to what I do.
NACUBO has the most relevant topics to my industry. OACUBO is a close second. But I do really appreciate the Ohio Society's programs and
would not be able to complete my CPE without them.
Free and In-House
They have the best topics and programs
Course are excellent, current, varied; Ohio Society of CPA's courses are quality
Quality programs at a reasonable cost.
It is sure to be approved and it is automatically recorded online.
workbook is great reference tool after course
Best classes and convenience
Many subjects and dates.
Easy to narrow down & wide range of topics
Simple and relevant.
convenient and low cost
Price, quality, location
I can always find topics relevant to my position as CFO and tracking credits is easy
Usually well organized and useful information
Close and well presented
They have the courses that I need
Course Catalog makes it easy to see the various choices and find good topics. Ohio Acctg. Show offers variety and shorter classes.
Quality programs that are geographically located in the appropriate location.
It is usually free
You can buy a program that you can do at your own speed and is cheaper than going through OSCPA 8 hours at a time.
Best options for locations
Many topics available
Easy to search and enroll; free PIU's; other reasonably priced CPE.
Simplicity Unlimited courses for one price
Convenient and piggybacks off material purchased primarily for reference purposes.
Price, selection, ease of registration
I can take the course at my liesure and own timeframe
Close to home
Nice catalog of on-line self-study courses
Frequency, quality, range
They have the most choices of topics
It's my boss
Know quality will be reasonable
Confidence that it will be a quality program.
They provide a variety of topics at nearby locations
Depth and quality of offerings
Doubles as a networking event
quantity of classes and ease of registration
Company will pay for it
No Charge, easly accessible, high quality
Geared toward more specifically to what we need.
They keep track of you year to date CPE hours
Quality, inexpensive, relevant & convenient
It's the easiest. They keep track of my CPE hours as well
Knowledge of instructors
Confident it will provide the information needed, accepted CPE and locations are reasonable.
Offer multiple topics
good courses and local
They provide CPE that is vey applicable to my position
Range of topics
Conference off-site continually focused on current issues in fraud
No issues on credit.
Generally more interesting than the company provided training.
They offer specialized CPE needed to fulfill my AICPA specialty designations at discounted prices.
Courses offered cover relevent topics and I enjoy attending the larger conferences as it allows you to take a variety of cour ses and run into
former co-workers. It provides good networking opportunities.
IT'S THE MOST CONVENIENT
known for professionalism and unbiased training
Conference with great speakers
no worries about credits not counting
Good 1-2 hour webcasts
They provide a nice range of topics and means of obtaining cpe.
No travel and trainers you know personally
Get to choose programs at PUI/Members summit rather than have programs selected for me
They offer well known, qualified speakers who are technically proficient. They offer a variety of topics of interest.
Courses offered, location, dates offered
Quality, Variety, Location, Know it qualifies
KEEPS TRACK OF CPE HOURS & VARIETY OF SEMINARS
Known high quality, approved provider
quality, you keep my transcript, cost and convenience