If you’ve been thinking about incorporating generative AI into your accounting courses but aren’t sure where to start, I have a resource for you. AI in Accounting Education: A Practical Guide for Educators and Students is a free PDF book you can use immediately in your classes. It includes 28 chapters that span financial, managerial, […]
Continue readingInterested in integrating examples of ESG into your accounting course?
This week, I’m giving a presentation on ways to integrate ESG into introductory accounting at the AAA’s Sustainability in Accounting conference. I thought I’d share one of the resources I developed for that presentation here on my blog. Introductory financial or managerial accounting is a great place to help students see how accounting connects to […]
Continue readingNew! 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 […]
Continue readingNew! 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, […]
Continue reading7 Excel projects for managerial accounting
Welcome to the spring semester! I thought I would repost this information as you are getting ready to kick off the new semester. If you teach managerial accounting, you may want to look at Dr. Karen Braun’s Excel projects for managerial accounting. She has created seven Excel projects on various topics in managerial accounting, complete […]
Continue readingNEW! Data analytics project: Contribution margin analysis and segment margins for introductory managerial accounting
This blog post contains a data analytics project that is suitable for introductory managerial accounting. The student uses Excel to analyze a data set that contains more than 48,000 records. The data analytics project can be assigned in the course once the concepts of contribution margin, contribution margin ratio, and segment margins reviewed. Overview of […]
Continue readingA recap of the Excel data analytics project blog posts
Hello! I have posted a few data analytics projects here on my blog and thought it might be useful as the semester starts to post the links in one post. Here goes: Project 1: Transaction analysis for Introductory financial accounting using the City of Somerville, MA, online checkbook data set (link) Project 2: Budgeting and […]
Continue reading7 Excel projects for your managerial accounting course
Ready or not, welcome to the fall semester! I thought I would repost this information as you are getting ready to kick off the new semester. If you teach managerial accounting, you may want to look at Dr. Karen Braun’s Excel projects for managerial accounting. She has created seven Excel projects on various topics in […]
Continue readingData analytics project: Budgeting and performance evaluation for introductory managerial accounting using the City of Somerville, MA, online checkbook data set
As promised in my data analytics introductory financial accounting project blog post, here is the second data analytics project I have developed. This one covers budgeting and performance evaluation in introductory managerial accounting. Background After thinking about the best tool to use for data analytics in the introductory classes, I decided to use Excel as […]
Continue reading7 Excel projects for your managerial accounting course
Welcome to spring semester! I thought I would repost this information as you are getting ready to kick off the new semester. If you teach managerial accounting, you may want to look at Dr. Karen Braun’s Excel projects for managerial accounting. She has created seven Excel projects on various topics in managerial accounting, complete with […]
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July 27, 2025 