2025 Data Analytics and Technologies in Accounting Workshop

June 2-5, 2025

Dallas, TX

Preliminary Program

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

 

Monday, June 2, 2025

7:00 am – 7:00 pm Registration
7:00 am – 8:00 am Continental Breakfast
8:00 am – 8:40 am Welcome to Data Analytics and Technologies in Accounting Workshop
Karen Osterheld, American Accounting Association
8:45 am - 11:45 am Concurrent Workshops

1.01: Introduction to Using All the Excel Capabilities to Teach Analytics
Information Technology - 3.2 CH
Vern Richardson, University of Arkansas

1.02: Intermediate Excel (Intermediate)
Information Technology - 3.2 CH
Ethan Kinory, George Mason University

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

1.04: Introduction to Power BI
Information Technology - 3.2 CH
Katie Terrell, University of Arkansas
11:45 am - 12:45 pm Lunch
12:45 pm - 3:45 pm Concurrent Workshops

2.01: Advanced Analytics with Tableau (Advanced)
Information Technology - 3.2 CH
Ann Dzuranin, Northern Illinois University

2.02: Advanced Excel—Part II (Advanced Formulas)
Information Technology - 3.2 CH
Will Demere, Indiana University Bloomington

2.03: Introduction to Alteryx Designer
Information Technology - 3.2 CH
Chris Perez, The University of Tennessee

2.04: Introduction to Python
Information Technology - 3.2 CH
Calvester Legister, College of Criminal Justice–CUNY
John Jay, College of Criminal Justice–CUNY
3:45 pm - 4:15 pm PM Break
4:15 pm - 7:15 pm Concurrent Workshops

3.01: Intermediate Python (Advanced)
Information Technology - 3.2 CH
Ronald Guymon, University of Illinois at Urbana-Champaign

3.02: Using Generative AI in Accounting
Information Technology - 3.2 CH
Wendy Tietz, Kent State University

3.03: Choosing the Right Tool for The Job—Simple Comparison of Excel, Tableau, PowerBI and Alteryx
Information Technology - 3.2 CH
Joy Gray, Arizona State University

3.04: Introduction to IDEA for the Audit Classroom; Introduction to AuditAI by Mindbridge
Information Technology - 3.2 CH
Deniz Appelbaum, Montclair State University

Tuesday, June 3, 2025

7:00 am – 7:00 pm Registration
7:00 am – 8:00 am Continental Breakfast
8:00 am – 9:15 am Plenary
Information Technology - 1.2 CH
Speaker: Joe Harrington, Partner, PwC
9:20 am - 10:10 am Concurrent Workshops

4.01: Audit Brainstorming: Using Alteryx Auto Insights to Evaluate Risk Detection (Because Who Doesn't Love a Good Data Adventure) (Advanced)
Information Technology - 1.0 CH
Erika DeVore, The University of Mississippi

4.02: How to Teach GenAI Labs—Free Labs with Instructions, Videos, etc
Information Technology - 1.0 CH
Vernon Richardson, University of Arkansas

4.03: Enhancing Accounting Case Studies with AI
Information Technology - 1.0 CH
Ahmet Kurt, Bentley University

4.04: ED Talk I
Information Technology - 1.0 CH

Using AI Programs in a Variety of Ways
Robert Walsh, University of Dallas

Biases in Large Language Models: What They Are?
Sunita Goel, Siena College
Marie Rice, Siena College
Ke Xu, Siena College
10:10 am - 10:30 am Break
10:30 am - 12:10 pm Concurrent Workshops

5.01: Boost Your Productivity with GenerativeAI
Information Technology, 2.0 CH
Myles Stern, San Diego State University

5.02: SQL Window Functions with DuckDB (Intermediate)
Information Technology - 2.0 CH
Sarin John, Wilfrid Laurier University

5:03: Predictive Model Forecasting with Alteryx (Advanced)
Information Technology, 2.0 CH
Ann Dzuranin, Northern Illinois University

5.04: Sponsor Session
12:15 pm - 1:15 pm Lunch
1:20 pm- 3:00 pm Concurrent Workshops

6.01: Account Reconciliations with Excel's Power Query (Intermediate)
Information Technology - 2.0 CH
Joseph Johnston, Illinois State University

6.02: Introduction to IDEA
Information Technology - 2.0 CH
Myles Stern, San Diego State University

6.03: Duration Analysis (Advanced)
Information Technology - 2.0 CH
Graham Gal, University of Massachusetts Amherst

6.04: Alteryx Designer Cloud—Costco Membership Analysis (Beginner's Case Study)
Information Technology - 2.0 CH
Conner Blake, Christopher Newport University
3:00 pm - 3:30 pm PM Break
3:30 pm - 4:20 pm Concurrent Workshops

7.01: Converting Data into Information
Information Technology - 1.0 CH
Mark Friedman, University of Miami

7.02: Vehicle Recall Data Analysis: Advanced Visualizations with Excel
Information Technology - 1.0 CH
Jennifer Cainas, University of South Florida
Wendy Tietz, Kent State University

7.03: Conducting Financial Analysis & Reporting with ChatGPT
Information Technology - 1.0 CH
Ethan Kinory, George Mason University
Sean Stein Smith, Lehman College

7.04: ED Talks II
Information Technology - 1.0 CH

McGraw Hill ED Talk
TBD

Transforming Accounting Education with Alteryx
Ahmet Kurt, Bentley University

Breaking the Step-by-Step Trap: Cultivating Technology Skills in Tomorrow's Accountants
Juliana Kralik, University of Tampa
4:20 pm - 6:00 pm Dinner on Your Own
6:15 pm - 9:00 pm Concurrent Workshops

8.01: Intentionally Left Blank

8.02: Introduction to Mindbridge and Celonis
Information Technology – 3.0 CH
Ethan Kinory, George Mason University

8.03: Advanced Excel—Part I (Harnessing the Power of Arrays) (Advanced)
Information Technology - 3.0 CH
Will Demere, Indiana University Bloomington

8.04: Teaching Stats using AI and Alteryx as Teaching Tools (Advanced)
Information Technology - 3.0 CH
Joy Gray, Arizona State University
7:40 pm - 8:00 pm Evening Break

Wednesday, June 4, 2025

7:00 am – 7:00 pm Registration
7:00 am – 8:00 am Continental Breakfast
8:00 am – 9:15 am Plenary
Information Technology - 1.2 CH
9:20 am - 10:10 am Concurrent Workshops

9.01: Embedding Data Analytics Tools in Managerial Introductory Accounting Course
Information Technology - 1.0 CH
Angie Abdel Zaher, The American University in Cairo

9.02: Beyond Moneyball
Information Technology - 1.0 CH
Wendy Jewell, Virginia Union University

9.03: Using GenAI in Conducting an Audit (Beginner)
Information Technology - 3.0 CH
Myles Stern, San Diego State University

9.04: ED Talks III
Information Technology - 1.0 CH

Leveraging Self-Organizing Maps (SOM) for Anomaly Detection in Financial Statement Analysis
Andreas Igl, Deggendorf Institute of Technology

Using AI in Introductory Financial Accounting Courses
Marie Gioiosa, Iona University

Challenges in Revamping the Accounting Curriculum by Including Data Analytics and Technologies in a University in the UAE
Muhammad Kaleem Zahir ul Hassan, Zayed University
Yezen Kannan, Zayed University
10:10 am - 10:30 am Break
10:30 am - 12:10 pm Concurrent Workshops

10.01: EY Academic Resource Center (EYARC)—GenAI Content on the EYARC Experience and Classic Platforms
Information Technology - 2.0 CH
David Wood, Brigham Young University

10.02: Fraud and Anomaly Detection with Alteryx (Intermediate)
Information Technology - 2.0 CH
Sandra Henderson, The University of Texas at Arlington

10.03: Developing Critical Thinking Skills in Accounting through Data Visualization Assignments
Information Technology, 2.0CH
Ann Dzuranin, Northern Illinois University

10.04: ERP Systems, Databases, and SQL Queries (Beginner)
Information Technology - 2.0 CH
Myles Stern, San Diego State University
12:15 pm - 1:15 pm Lunch
1:30 pm - 2:20 pm Concurrent Workshops

11.01: EY Academic Resource Center (EYARC)—Managerial Content on the EYARC Experience Platform
Information Technology - 1.0 CH
Margaret Christ, University of Georgia

11.02: GpTAs: AI-Enhanced Learning, Feedback, Grading, and Assessment (Intermediate)
Information Technology - 1.0 CH
Brent Garza, Texas A&M University–College Station

11.03: Generative AI in Accounting: Real-World Examples, Hands-On Exercises, and Teaching Resources
Information Technology - 1.0 CH
Wendy Tietz, Kent State University

11.04: ED Talks IV
Information Technology - 1.0 CH

Using ChatGPT as an Accounting Tutor
Elizabeth Felski, SUNY, Geneseo

Small Impactful Data Analytics Lessons
Julia Frink, Tarrant County College

Enhancing Student Writing and Critical Thinking in Accounting Courses with AI Assistance Amanda Marcy, The University of Scranton
2:20 pm - 2:45 pm Break
2:45 pm - 3:35 pm Concurrent Workshops

12.01: Pixar, Data, and Weighted Stuffies
Information Technology - 1.0 CH
Narges Kasiri, Ithaca College
Margaret Shackell, Ithaca College

12.02: Camelot Caves Inc: A Data Analysis Case Study
Information Technology - 1.0 CH
Andy Hu, Queen's University
Staci Kenno, University of Detroit Mercy
Barbara Sainty, Brock University

12.03: EY Academic Resource Center (EYARC)—Foundations of Regex on the EYARC Experience Platform (Intermediate)
Information Technology - 1.0 CH
David Wood, Brigham Young University

12.04: ED Talks V
Information Technology - 1.0 CH

Integrating Data Analytics Tools in an Accounting Information Systems Course
Ankita Singhvi, Texas A&M University–Central Texas

What's in the News—Students Lead the Insights
Renee Olvera, Texas Christian University

Using AI to Teach More Effectively
Ann Dzuranin, Northern Illinois University
3:40 pm - 4:00 pm Break
4:00 pm - 6:30 pm Concurrent Workshops

13.01: Intentionally Left Blank

13.02: Machine Learning and Text Analytics using Alteryx (Advanced)
Information Technology - 3.0 CH
Christine Cheng, The University of Mississippi

13.03: Integrating Alteryx into an Introductory Auditing Course
Information Technology - 3.0 CH
Allen Blay, Florida State University

13.04: Introduction to Power BI
Information Technology - 3.0 CH
Katie Terrell, University of Arkansas
6:45 pm - 8:00 pm Reception

Thursday, June 5, 2025

7:00 am – 4:00 pm Registration
7:00 am – 8:00 am Continental Breakfast
8:00 am – 9:15 am Plenary
Information Technology - 1.2 CH
9:20 am - 10:10 am Concurrent Workshops

14.01: EY Academic Resource Center (EYARC)—SQL Content on the EYARC Experience Platform Intermediate)
Information Technology - 1.0 CH
David Wood, Brigham Young University

14.02: Intentionally Left Blank

14.03: Effectively Incorporating LLM's into a Sophomore Level Accounting Course (Advanced)
Information Technology - 1.0 CH
Christine Cheng, The University of Mississippi

14.04: ED Talks VI
Information Technology, 1.0 CH

Art of Prompt Engineering: Why Students Need to Master It?
Sunita Goel, Siena College
Surani Vincent, The University of Tennessee at Chattanooga

Bringing AI into Tax Research in the Classroom and Beyond: Helping Students Work Smarter (and More Thoughtfully) with AI Tools
Jack Badger, Middle Tennessee State University

Spider Business School: Improving Cost Structure Abdullah Kumas, University of Richmond
10:10 am - 10:30 am Break
10:30 am - 12:10 pm Concurrent Workshops

15.01: Harnessing AI, Python, and APIs for Smart Data Collection (Advanced)
Information Technology - 2.0 CH
Joseph Foy, CUNY School of Professional Studies
Calvester Legister, College of Criminal Justice–CUNY

15.02: Basic Python Coding for Accountancy Engagements (Intermediate)
Information Technology - 2.0 CH
Elizabeth Chorvat, University of Notre Dame

15.03: Manipulating Character Strings: How to Extract Substrings and Reformat Character Strings in Any Software Package (Advanced)
Information Technology - 2.0 CH
Myles Stern, San Diego State University

15.04: Old but Gold: The Lasting Power of Visual Basics for Applications in Accounting Education (Advanced)
Information Technology - 2.0 CH
Mohammad Tavakolifar, Northeastern Illinois University
12:15 pm - 1:15 pm Lunch
1:20 pm - 3:00 pm Concurrent Workshops

16.01: Using AI and Python with an AIS-based Approach to Document Nonprofit Organizational Workflows: The Food Pantry Experiential Learning Project (Advanced)
Information Technology - 2.0 CH
Joseph Foy, CUNY School of Professional Studies
Calvester Legister, College of Criminal Justice–CUNY

16.02: Data Processing, Modeling, and Analysis Using Power Query, Power Pivot, and Excel (Advanced)
Information Technology - 2.0 CH
Stu Sallehu, Eastern Illinois University

16.03: Tidyverse: A Comprehensive Tool for Data Analytics and Visualization in R Programming Language (Intermediate)
Information Technology - 2.0 CH
Sharif Islam, Southern Illinois University Carbondale

16.04: Advanced Python (Advanced)
Information Technology - 2.0 CH
Ronald Guymon, University of Illinois at Urbana-Champaign
3:00 pm - 3:20 pm Break
3:20 pm - 4:10 pm Concurrent Workshops

17.01: Evaluating the Financial Situation of Universities
Information Technology - 1.0 CH
Staci Kenno, University of Detroit Mercy
Michelle Lau, Brock University
Barbara Sainty, Brock University

17.02: Enhancing Data Literacy in Auditing with Cutting-Edge Technologies (Advanced)
Information Technology – 1.0 CH
Andreas Igl, Deggendorf Institute of Technology

17.03: EY Academic Resource Center (EYARC)—Entity Relationship Diagrams and Database Anomalies on the EYARC Experience Platform (Intermediate)
Information Technology –1.0 CH
David Wood, Brigham Young University

17.04: ED Talks VII
Information Technology –1.0 CH

Accountants…Super Data Crunchers
Wendy Jewell, Virginia Union University

Incorporating Technology Certifications in your Course
Ann Dzuranin, Northern Illinois University

Researching the Accounting Profession Using AI
Marie Gioiosa, Iona University