Upcoming Webinar: Bring Data Analytics to Your Classroom with Google Sheets

On Thursday, March 18, 2021, from 3 to 4 pm Eastern, I will be presenting at an Ohio Society of CPAs webinar on how you can use Google Sheets to bring data analytics into your classroom. You can register for free at this link. This webinar will feature a Google Sheets data analytics project I […]

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New! Constructing an Interactive Excel Dashboard project for introductory managerial accounting available

Note from Wendy: This case is the fourth of the four interactive Excel dashboard cases I created around the Jubilee Superstores data set – so if you have been following this blog, you have already seen the prebuilt dashboard in financial accounting project, the constructing a dashboard project for financial accounting, and the prebuilt dashboard […]

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New! Prebuilt Interactive Excel Dashboard project for introductory managerial accounting available

This new case has students use a prebuilt interactive Excel dashboard to analyze a company’s product contribution margins and segment margins. This dashboard is ready for students to use; students will view a tutorial video about the case, read the instructions, and use the Excel dashboard to answer the case questions. The case will take, […]

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Join me for an AICPA Faculty Hour webinar on January 29, 2021: CPA Update & Excel Dashboards

Join Vikki Nunn, CPA, CITP, and me on Friday, January 29, from 2-3:30PM ET for a free webcast presented by the AICPA. Vikki and I are part of the CPA Evolution Core Curriculum team and during the first part of this webinar, we’ll provide an update on the status of the CPA Evolution Initiative and […]

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New! Constructing an Interactive Excel Dashboard project for introductory financial accounting available

In this new case, students build an interactive Excel dashboard to analyze sales transactions. Students will view tutorial videos for each of the five sections in the project and will use their dashboard to answer the case questions. The case will take students, on average, 60 – 90 minutes to complete. The Teaching Notes for […]

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New! Prebuilt Interactive Excel Dashboard project for introductory financial accounting available

This new case has students use a prebuilt interactive Excel dashboard to analyze sales transactions. This dashboard is ready for students to use; students will view a tutorial video about the case, read the instructions, and use the Excel dashboard to answer the case questions. The case will take, on average, 15 – 20 minutes […]

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New! Google Sheets data analytics case for introductory accounting available – City of Magicville

This new case is designed to be completed using Google Sheets for an introductory financial accounting class. The case can be completed by students using Chromebooks. I am really excited to be able to share this case – it is the second one I have created that uses Google Sheets as the software (see this […]

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What information is provided in Chipotle’s basic financial statements?

Chipotle Mexican Grill, Inc. (NYSE: CGM) is a publicly held corporation with more than $5 billion in assets. To follow are Chipotle’s four basic financial statements for its most recent year, the year ending December 31, 2019.  Please note that all statements have been adapted and condensed for educational use and should not be used […]

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How does Kellogg’s dividend announcement impact its financial statements?

On October 23, 2020, the Kellogg Company (brands include Kellogg’s, Pringles, Eggo, Cheez-It, and many others) made the following dividend announcement: Kellogg Company (NYSE: K) today announced that its Board of Directors declared a dividend of $0.57 per share on the common stock of the Company, payable on December 15, 2020, to shareowners of record […]

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New! Google Sheets data analytics case for introductory financial accounting available – Kent Cabinet Hardware

This new case is designed to be completed using Google Sheets. The case can be completed by students using Chromebooks. I am really excited to be able to share this case – it is the first one I have created that uses Google Sheets as the software. Read on for details…. Data set background This […]

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