Passport Program

    The CFA Societies Global Passport Program encourages visiting members to attend our local programs at the member rate.  Welcome to Atlanta!

    CFA Society New York

    Past Events - Video Archives

    Industry Partner

    Local Society Events 

    Amid, the ongoing COVID-19 pandemic, the safety and well-being of our members, guests, volunteers, and staff are of the utmost importance to us.  We have postponed all in-person events until further notice.  Take good care, stay safe, and be well.   

    Online Series: Data Visualization and Business Analytics with Microsoft Power BI

    January 22, 2021
    1:30 PM - 5:00 PM
     Add to Calendar

    Webinar Details to follow
     Directions

    Tickets

    $20.00 CFA Atlanta Namebadge

    $515.00 Guest Ticket | Advanced Registration Required

    $415.00 Member Ticket | Advanced Registration Required

    This is a two-day course

    Session 1: January 22 from 1:30 until 5 pm
    Session 2: January 29 from 1:30 until 5 pm

    Overview
    Strong data culture is a sine qua non for organizations in the digital age, and proprietary data insights are becoming the most important asset for all organizations.  Firms that are invested in crafting a compelling, authentic narrative from their data are uniquely positioned to establish enduring brands and thrive in all market environments. When it comes to communicating such insights for business objectives, a striking data visualization cannot be beat.  During a single day, participants will explore an extensible data visualization framework (Microsoft Power BI) that allows finance and business professionals to create reports and dashboards that leverage their existing data products. Participants will learn how to gather relevant data from sample spreadsheets, overcome data preparation obstacles, and build an interactive dashboard that they can publish to the web.  This course uses Power BI because Power BI is the uncontested leader in the sector as illuminated by  Gartner’s Analytics and Business Intelligence Platform Magic Quadrant.  At the conclusion of the workshop, participants will have developed their own web dashboard that they can readily adapt to their own professional contexts, and which they can then use to obtain better insights into their own work and/or share it with their co-workers.  

    What This Course Offers 
    - Hands-on data visualization experience Microsoft Power BI and its Power Query engine
    - Every participant leaves with a working dashboard that they can connect to their organization’s data sources
    - Insights on how best to automate tedious data workflows with web dashboards
    - Overview of data sourcing, preparation, and visualization pitfalls
    - Course notes, certificate of completion, and post-seminar email support for 1 year
    - An engaging and practical training approach with a qualified instructor with relevant technical, business, and educational experiences

    Who This Is For
    The target audience for this course is finance and business professionals, but the skills we teach here are transferable across many disciplines. If any of the following points apply to you, you will most likely find this course useful:
    - In my current role, I spend a lot of time creating reports and/or surfacing the insights they contain.
    - I often need to copy and paste data between different Excel spreadsheets to build simple charts on top of it.
    - I’m responsible for manually updating the data sources for my team’s regular snapshots and briefs, and want to reclaim that time. 
    - I want to conduct my organization’s, team’s, or own personal work more effectively by becoming more data-driven.
    - I always want to have a current view on certain key metrics for which my company already stores relevant data.
    - I want to learn how to incorporate data design and visualization principles into my core practice as a professional.

    Prerequisites
    There are no prerequisites for this course, however, Mac users will need to install and use Windows on their Mac (through a virtual environment, etc) as Power BI is only compatible with Windows.  Level: Beginner

    Course Curriculum
    - Introduction to Power BI and Initial Setup
    - Connecting Data and Transforming Data in Power BI
    - How does Power BI connect to our data?
    - How might we clean and transform our data to prepare it for a dashboard?
    - What is Power Query and how does it work?
    - Updating and modifying data loads
    - Customizing a table we’ve loaded
    - Customizing and adding columns to a table
    - Table Relationships and Data Models
    - Introduction to the Relationships pane in Power BI
    - How does one establish relationships?
    - Cardinality of relationships
    - Fact and Dimension tables
    - Basic schema types (data models) and normalization
    - Data Analysis with DAX and M
    - M and Power Query
    - DAX and the Data pane
    - When to use M and when to use DAX
    - Common M transformations
    - Common DAX transformations
    - Measures, filters, and contexts
    - Data Visualization
    - Intro to the Report pane
    - Tiles, tabs, and filters
    - Common visualizations and their use cases
    - Formatting a visual
    - Slicers and Interactions
    - Styling and Accessibility
    - Summative Project, Exit Review, and Next Steps

    Course Content Developers
    Jonathan Karp | Jon is a former science teacher and current business analyst at Teach For America, leading projects focused on data and foundational technologies in the education sector. Since 2016, Jon has spearheaded efforts to revamp reporting, analytics, and data integration systems at TFA, including significant work with SQL, Power BI, and data modeling.  Prior to his work in IT, Jon taught for four years with Teach For America in St. Louis, MO, also serving as science department chair during his final year. He received a Bachelor of Science in Earth and Ocean Sciences from Duke University, where he cut his teeth on climate and chemical oceanography datasets.  

    Neal Kumar, CFA | At Cognitir, Neal leads strategy & business development initiatives as well as product management. Outside of Cognitir, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America, Neal worked in investment banking at Lazard, JPMorgan, and Houlihan Lokey.  Neal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content.  

    Future Events

    Online Series: 17th Annual Forecast Event

    February 11, 2021
    3:00 PM - 5:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = The World Economy + Financial Analysis + Investment Strategy & Process

    Read More

    Online Series: 2021 Southern Classic Research Challenge

    February 20, 2021
    10:00 AM - 1:00 PM

    Webinar
    Details to follow

    Join us for our 13th Annual Competition

    Read More

    Online Series: Black History Month Highlight | African American Investment Panel

    February 25, 2021
    3:00 PM - 5:00 PM

    Webinar
    Details to follow

    Qualifications: 2hr Professional Learning | CFA Institute Competency Framework Skill = Leadership + Personal Effectiveness + Business Development +

    Read More

    Online Series: SEC Update

    March 03, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Regulatory Compliance

    Read More

    Online Series: Dynamic and Disciplined Investing | Can We Do Both?

    March 11, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Performance Measurement, Evaluation & Reporting + Portfolio Construction

    Read More

    Online Series: Financial Modeling Best Practices | 10 Tips To Build A World-Class Model

    March 23, 2021
    12:00 PM - 1:30 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modelling + Investment Strategy & Process

    Read More

    Online Series: The Future of Sustainability in Investment Management: Research and Tools

    April 14, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = ESG Integration + Industry & Company Analysis + The World Economy

    Read More

    Online Soft Skills Series: Hack Your Brain | Unlocking your Potential in the Digital Age

    April 28, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Leadership + Personal Effectiveness

    Read More

    Online Series: A Professional Investor's Guide To Cryptoassets | Everything You Need To Know About A Rapidly-Emerging Asset Class

    May 12, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Instruments & Products + Portfolio Construction

    Read More