Atlanta, Georgia at the Emory Conference Center Hotel

June 24-27, 2024

Intensive Data and Analytics Workshop V
Program

Key: Alteryx | Artificial Intelligence | Excel | Multiple Technologies | No Technology | Other Technologies | Power BI | Python | Tableau

NOW VIEWING: Monday, June 24, 2024
Monday, June 24, 2024
   

7:00 am – 7:00 pm

Registration

   

7:00 am – 8:00 am

 Continental Breakfast

   

8:00 am – 8:40 am

Welcome to Intensive Data and Analytics Workshop V
Karen Osterheld, American Accounting Association

   

8:45 am - 11:45 am

Concurrent Sessions

1.01: Beginning Excel for Data Analytics
Information Technology - 3.2 CH
Vern Richardson, University of Arkansas

1.02: Introduction to Tableau
Information Technology - 3.2 CH
Ann Dzuranin, Northern Illinois University

1.03: Introduction to Alteryx
Information Technology - 3.2 CH
Ashley King, The University of Tennessee

1.04: Introduction to Python
Information Technology - 3.2 CH
Ronald Guymon, University of Illinois at Urbana-Champaign

   

11:45 am - 12:45 pm

Lunch

   

12:45 pm–3:45 pm

Concurrent Sessions

2.01: Introduction to Power BI
Information Technology - 3.2 CH
Guido Geerts, University of Delaware
Gail Hoover King, Washburn University

2.02: Introduction to Tableau
Information Technology - 3.2 CH
Ann Dzuranin, Northern Illinois University

2.03: CANCELLED

2.04: Introduction to Python
Information Technology - 3.2 CH
Ronald Guymon, University of Illinois at Urbana-Champaign

   

3:45 pm–4:15 pm

Afternoon Break

   

4:15 pm–7:15 pm

Concurrent Workshops

3.01: Introduction to Alteryx
Information Technology - 3.2 CH
Ashley King, The University of Tennessee

3.02: Introduction to Power BI
Information Technology - 3.2 CH
Guido Geerts, University of Delaware
Gail Hoover King, Washburn University

3.03: Introduction to IDEA
Information Technology - 3.2 CH
Deniz Applebaum, Montclair State University

3.04: Intermediate Excel for Data Analytics
Information Technology - 3.2 CH
Vern Richardson, University of Arkansas

Dinner on Your Own

   
Tuesday, June 25, 2024
   

7:00 am–7:00 pm

Registration

   

7:00 am–8:00 am

Continental Breakfast

   

8:00 am–9:15 am

Plenary: Bots in the Books: How AI Keeps Upping the Game in Accounting Education and Practice
Information Technology - 1.4 CH
David Wood, Brigham Young University


   

9:20 am–10:10 am

Concurrent Sessions

4.01: EY Academic Resource Center (EYARC) Resources: Audit interviewing with AI
Information Technology - 1.0 CH
Joni Fisher, Ernst & Young, LLP
David Wood, Brigham Young University

4.02: Data Integration through Join_ A Simulation using Sales Data Analysis in Accounting Education using Alteryx (Introduction)
Information Technology - 1.0 CH
Mark Friedman, University of Miami

4.03: Atomic Wines—Using Python to Build Predictive Models (Advanced)
Information Technology - 1.0 CH
Matthew Holt, University of Dayton

4.04: ED Talks I
Information Technology - 1.0 CH
Moderator: Wendy Tietz, Kent State University

Talking the Talk: Bringing the Data Analytics Conversation into the Accounting Classroom
Gail Hoover King, Washburn University

Synergizing Alteryx and Python for Data Analytics and Machine Learning in Accountancy Education: A Comprehensive Approach for Undergraduates
Desi Arisandi, Singapore Institute of Technology
Janet Tan, Singapore Institute of Technology

Empowering the Next Generation of Accountants with Data Analytics
Margaret Christ, University of Georgia

   

10:10 am - 10:30 am

Break

   

10:30 am - 12:10 pm

Concurrent Sessions

5.01: Getting Started with Alteryx Designer Cloud
Information Technology, 2.0 CH
Ashley King, The University of Tennessee
Wendy Tietz, Kent State University

5.02: From Paper to Pencil to Python: A Step-by-Step Presentation to Create Your Manuscript Using Python (Intermediate)
Information Technology - 2.0 CH
Joseph Foy, CUNY School of Professional Studies
Calvester Legister, John Jay College of Criminal Justice

5.03: Information Modeling with Power BI DAX (Advanced)
Information Technology, 2.0 CH
Guido Geerts, University of Delaware

5.04: ED Talks Session II
Information Technology - 2.0 CH
Moderator: Vernon Richardson, University of Arkansas

Exploring Data Analytics in Cost Accounting with Knime
Ting Zhang, University of Baltimore

Exploratory Data Auditing: A Typology of Behavioral Data Anomalies Using U.S. House of Representatives Disbursements
Heather Carrasco, Texas Tech University
Brian Keegan, University of Colorado Boulder

ChatGPT Cannot Perform Process Mining, but Your Students Can
Sarah Polech, Celonis

Quickly Transitioning Accountants to a Data Analytic Language
Ronald Guymon, University of Illinois at Urbana-Champaign

Analytics Process Automation: A Professional’s Perspective
Danielle Brannock, Intuitive

A First-Time Attendee: Three Things I Learned from Intensive Data Analytics Workshop 2023
Nicholas Fessler, Western Kentucky University

   

12:15 pm - 1:15 pm

Lunch

   

1:20 pm - 3:00 pm

Concurrent Sessions

6.01: Analytical Analysis After Appending Files in Alteryx
Information Technology - 2.0 CH
Mark Friedman, University of Miami

6.02: Transforming Management Accounting: Course Redesign with Data Analytics
Information Technology - 2.0 CH
Margaret Christ, University of Georgia
Vernon Richardson, University of Arkansas

6.03: ED Talk Session III
Information Technology - 2.0 CH
Moderator: Wendy Tietz, Kent State University

Empowering the Next Generation of Data Leaders: Enabling Success through Alteryx SparkED
Eric Roy, Alteryx


Data and Analytics Logic Matrix Puzzles Case
Heather Carrasco, Texas Tech University
Janell Blazovich, University of St. Thomas
Janet Huston, Texas Tech University
Suzanne Shoukfeh, Texas Tech University

Intro to Managerial Accounting: The Upcycled Bag Company Cases: Step-by-Step Excel Pivot Table Tutorials (for Teaching Data Analytics and ESG)
Wendy Tietz, Kent State University
Jennifer Cainas, University of South Florida
Rachel Gambol, University of Tampa

Why Markdown is Awesome for Accounting Analytics
Ronald Guymon, University of Illinois at Urbana-Champaign

Teaching Your Students How to Develop Relevant Data Analysis Questions
Ann Dzuranin, Northern Illinois University

Suggestions for Incorporating Artificial Intelligence in Ph.D. Student Training in the Field of Accounting
Alisa Brink, Virginia Commonwealth University
Benjamin Chapin, Virginia Commonwealth University
Bernhard Reichert, Virginia Commonwealth University
Mi Zhou, Virginia Commonwealth University

   

3:00 pm - 3:30 pm

Break

   

3:30 pm–4:20 pm

Concurrent Sessions

7.01: EY Academic Resource Center (EYARC)’s Exciting New Visual Database Relationship Tool
Information Technology - 1.0 CH
Joni Fisher, Ernst & Young, LLP
David Wood, Brigham Young University

7.02: Predictive and Prescriptive Analytics in Tax Planning: Traditional vs. Roth
Information Technology - 1.0 CH
Vernon Richardson, University of Arkansas

7.03: Reevaluating the Cost-Benefit Constraints of Processing Useful Financial Information: An Interactive Demonstration of the Top Ten List of Python Packages (Advanced)
Information Technology - 1.0 CH
Joseph Foy, CUNY School of Professional Studies
Calvester Legister, John Jay College of Criminal Justice

7.04: Harnessing AI for Enhanced Data Analysis and Visualization: Do We Need Dedicated Tools?
Information Technology - 1.0 CH
Noah Myers, Utah Valley University

   

4:20 pm–6:00 pm

Dinner on your own

   

6:15 pm - 9:00 pm

Concurrent Sessions

8.01: Data Preparation with Power Query: A Patterns Approach
Information Technology - 3.2 CH
Guido Geerts, University of Delaware
Gail Hoover King, Washburn University

8.02: CANCELLED

8.03: Alteryx Designer and Alteryx Designer Cloud
Information Technology - 3.2 CH
Ashley King, The University of Tennessee

8.04: Introduction to Python
Information Technology - 3.2 CH
Ronald Guymon, University of Illinois at Urbana-Champaign

   

7:40 pm - 8:00 pm

Evening Break

   
Wednesday, June 26, 2024
   

7:00 am – 7:00 pm

Registration

   

7:00 am am – 8:00 am

Continental Breakfast

   

8:00 am -9:15 am

Plenary: How is AI Being Used in Practice?
Information Technology - 1.4 CH
Moderator: Ashley King, The University of Tennessee

Panelists:
Taryn Carothers, Deloitte Consulting
Katie Colling, KPMG

   

9:20 am–10:10 am

Concurrent Sessions

9.01: EY Academic Resource Center (EYARC) Is Thrilled to Share New Managerial Mini Case Curricula
Information Technology - 1.0 CH
Margaret Christ, University of Georgia
Joni Fisher, Ernst & Young, LLP

9.02: Tips and Tricks for the First Accounting Analytics Course: From Four Years of Teaching
Information Technology - 1.0 CH
Vernon Richardson, University of Arkansas

9.03: Teaching Data Analytics with Power BI
Information Technology - 1.0 CH
Guido Geerts, University of Delaware

9.04: Withdrawn

   

10:10 am–10:30 am

Break

   

10:30 am–12:10 pm

Concurrent Workshops

10.01: The Digital Leap: XBRL’s Pivotal Role in Modernizing Government Reporting
Information Technology - 2.0 CH
Christine Kuglin, University of Denver
Amy Cardillo, Metropolitan State University of Denver
Michelle Savage, XBRL US

10.02: Alteryx Designer in One Lesson
Information Technology - 2.0 CH
Myles Stern, Wayne State University

10.03: Aligning Process Mining, Students, and Industry
Information Technology, 2.0CH
Sarah Polech, Celonis
Jeannie Pridmore, Georgia College and State University

10.04: ED Talks IV
Information Technology - 2.0 CH
Moderator: Wendy Tietz, Kent State University

Choosing the Right Software for the Right Students
Ann Dzuranin, Northern Illinois University

Data Analytics and Generative AI: The Revolution Continues
Vernon Richardson, University of Arkansas

The ReJug Lumber Project: Step-by-Step Excel Chart Tutorials for Introductory Accounting
Wendy Tietz, Kent State University

Three Quick Tips to Help with Your First Data Analytics Course
Nicholas Fessler, Western Kentucky University

Application of Data Analytics to ESG Reporting and Analysis
Nadia Schwartz, Augustana College

   

12:15 pm–1:15 pm

Lunch

   

1:20 pm–3:00 pm

Concurrent Sessions

11.01: Intermediate Data Preparation and Parsing in Alteryx Designer (Intermediate)
Information Technology - 2.0 CH
Eric Roy, Alteryx

11.02: Analyzing Sales and Accounts Receivable: A Data Analytics Case (Intermediate)
Information Technology - 2.0 CH
Janet Samuels, Arizona State University
Mason Snow, California State University, Fullerton

11.03: Intro to Financial Accounting: The Upcycled Bag Company Cases: Step-by-Step Excel Pivot Table Tutorials (For Teaching Data Analytics and ESG)
Information Technology - 2.0 CH
Jennifer Cainas, University of South Florida
Rachel Gambol, University of Tampa
Wendy Tietz, Kent State University

11.04: Transforming Experiential Learning: Leveraging AI Tools for Academic Innovation
Information Technology - 2.0 CH
Joseph Foy. CUNY School of Professional Studies
Calvester Legister, John Jay College of Criminal Justice

   

3:00 pm–3:30 pm

Break

   

3:30 pm–6:30 pm

Concurrent Workshops

12.01: Introduction to Mindbridge
Information Technology - 3.2 CH
Deniz Applebaum, Montclair State University

12.02: Intro to Intermediate Tableau
Information Technology - 3.2 CH
Ann Dzuranin, Northern Illinois University

12.03: Intermediate Excel for Data Analytics
Information Technology - 3.2 CH
Vern Richardson, University of Arkansas


12.04: EY Academic Resource Center (EYARC) Resources in Both the Innovation and Analytics Mindset
Information Technology - 1.0 CH
Margaret Christ, University of Georgia
Joni Fisher, Ernst & Young, LLP
David Wood, Brigham Young University

   

6:45 pm–8:00 pm

Reception

   
Thursday, June 27, 2024
   

7:00–5:00 pm

Registration

   

7:00 am – 8:00 am

 Continental Breakfast

   

8:00 am–9:15 am

Plenary: Navigating Modern Threats: Insights and Strategies from Chief Information System Officers on Cyber Security and Emerging Challenges
Information Technology - 1.4 CH
Moderator: Margaret Christ, University of Georgia

Panelists:
Michael Leahy, Mohawk Industries
John Matelski, Dekalb County, Georgia
Daniel Stone, Protiviti

   

9:20 am–10:10 am

Concurrent Workshops

13.01: Overview of the TechHub.training Teaching Material
Information Technology - 1.0 CH
David Wood, Brigham Young University


13.02: Blockchain Today and Tomorrow (Intermediate)
Information Technology - 1.0 CH
Myles Stern, Wayne State University

13.03: 'Find-Your-Own-Data' Data Analysis Project: From Zero to Presentation
Information Technology - 1.0 CH
Eric Bostwick, University of West Florida

13.04: AI-Powered Excel: Teaching Resources for Data Analytics and More
Information Technology, 1.0 CH
Wendy Tietz, Kent State University

   

10:10  am–10:30  am

Break

   

10:30  am - 12:10 pm

Concurrent Sessions

14.01: How to Develop Assessments for Data Analysis Skills: Examples Using a Data Analytics Case
Information Technology - 2.0 CH
Danielle Brannock, Intuitive
Ann Dzuranin, Northern Illinois University
Veronica Schram, Wiley

14.02: Data Analytics and Robotics in Auditing for AIS course with CaseWare IDEA
Information Technology - 2.0 CH
Fernando Parra, California State University, Fresno

14.03: Boost Your Productivity with ChatGPT
Information Technology - 2.0 CH
Myles Stern, Wayne State University

14.04: Demonstration of Setting Up Auto-Graded Accounting Assignments with Python (Advanced)
Information Technology - 2.0 CH
Ronald Guymon, University of Illinois at Urbana-Champaign

   

12:15 pm–1:15 pm

Lunch

   

1:20 pm- 3:00 pm

Concurrent Sessions

15.01: Using Alteryx to Decode Unstructured General Ledger for Forensic Accounting Analysis
Information Technology - 2.0 CH
Arif Perdana, Monash University
Janet Tan, Singapore Institute of Technology

15.02: An Introduction to Pivot Tables: A Simulation in Accounting Education
Information Technology - 2.0 CH
Mark Friedman, University of Miami

15.03: Teaching Critical Thinking using Data Visualizations Assignments
Information Technology - 2.0 CH
Ann Dzuranin, Northern Illinois University

15.04: Data Analytics using DuckDB (Advanced)
Information Technology - 2.0 CH
Sarin John, Wilfrid Laurier University

   

3:00 pm–3:20 pm

Break

   

3:20 pm - 4:10 pm

Concurrent Sessions

16.01: An Introduction to Tableau Visualization: A Simulation in Technology and Big Data
Inforamation Technology - 1.0 CH
Mark Friedman, University of Miami

16.02: Intentionally Skipped

16.03: Using XBRL data available through the SEC Structured Financial Statement (and Notes) Data Sets
Information Technology - 1.0 CH
Joe Johnston, Illinois State University

16.04: Accounting for Leases—An ETL Exercise with RPA/AI Applications (Intermediate)
Information Technology - 1.0 CH
Mason Snow, California State University, Fullerton