Courses

I have partnered with Tablewise.com to provide courses from my blog materials. They use a combination of my vlog as lectures organized by topic and selections from my books.

I would love feedback and suggestions as to what courses might be helpful to develop further.

CwK E155-E164 Intro to Accounting Cycle TN1

Fundamentals of Accounting

Financial System Basics for Beginners

Accounting can seem daunting, but if you have a bank account or a credit card, you are already using the basics of accounting today.

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When you check your “balance” you are looking at a type of Balance Sheet. Checking transactions and the net change for the month is like the Income Statement.

The accounting cycle is what drives accounting. In this course we’ll highlight the simple steps of the accounting cycle.

With this background you’ll be ready to perform business analysis or contribute to a financial systems development project.

CwK E1 Sturctured Data- TN New

Fundamentals of Finance Data

Financial System Basics for Beginners

Financial systems can be as simple a piece of ledger paper and pencil.

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But most modern systems are much more complex. This course helps lay the foundation for understanding the principles behind how financial systems work. It’s ok if you’ve never used a paper ledger, but having used a spreadsheet and having looked at a checking account or credit card statement would be helpful in understanding these principles.

The course starts with structured verses unstructured data, transactions and events verses balances, measurement concepts, posting, ledgers, attributes for creating balances called the chart of account, step-ups, and basic computer processes like joins and more.

With this background you’ll be ready to perform business analysis or contribute to a financial systems development project.

CwK E76 Meeting Analogy Big Data - TN

How a Computer Works on “Big Data”

Computer Basics for Big Data

Computers can seem quite mysterious, but they needn’t be. A simple business meeting analogy can make them much more transparent.

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Understanding how a computer works becomes even more important when dealing with a lot of data, or “Big Data” which causes computers to perform poorly.

The course is an introductory course to the larger topic of estimating Big Data projects. It begins quite simply, but moves rapidly into the very heart of computers, and some fairly advanced topics. It concludes with some thoughts about how these topics related to Big Data projects.

With this background you’ll be ready to perform business analysis or contribute to a Big Data systems development project.

CwK E63 HP Reclass Overview - TN

Financial System Reclass Processes

What happens when balance attributes change

Balances are created by selecting and summarizing attributes of transactions that will be included in the balance.

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These attributes are termed the “Posting Key”. We might use the transaction attributes themselves, or we might derive the balance attributes from them by joining to other tables or doing some other form of transformation.

What if the attributes on the balances need to change? For example, for most purposes a particular account might be classified as a “contra” account, like loan loss reserves, reducing the total asset value of the loans. It typically is a “negative” amount relative to the asset shown in the asset section of the balance sheet. However, being a negative amount, it could also be classified as a liability, which typically has a “negative” balance. Thus for some reports, finance might make journal entries to “move” an amount from one reporting category to another.

This is a simple form of reclassification. Reclassifications can happen for many other reasons; for example rules which post transactions to balances might change; new balances might be needed which divide amounts stored in historical balances; or report regulations might demand a balance be associated with another portion of a report.

In this course you will learn about the underlying principles of how reclassification processes can be handled in financial system.