Courses
CPE Course Catalog
Engaging Professional Education Classes for Business Professionals
Excel, Accounting, Fraud, Security, Automation, AI and more!
Explore over 50 NASBA-qualified CPE courses by Stephen Yoss on CPE Today, spanning a diverse range of topics from Excel mastery to fraud prevention. Dive into his expert-led classes to enhance your accounting and technology prowess and propel your career forward. Browse his offerings below for a transformative educational experience.
CPE Today
Sponsor ID#: 167619
Turbo Charging Productivity With Artificial Intelligence
Course Category: Artificial Intelligence
In an era where artificial intelligence is reshaping the financial landscape, professionals in the industry are seeking ways to stay competitive and . . . efficient. This course offers a unique opportunity for those with a foundational understanding of business to elevate their skills through AI. Attendees will delve into the practical applications of AI, learning how to integrate cutting-edge tools like Excel, Power BI, and various AI-driven platforms into their daily tasks. By featuring real-world demonstrations, the course empowers participants to not just learn about AI but to apply it directly, enabling immediate enhancements to productivity and decision-making processes.
As the financial sector evolves, the ability to quickly adapt and adopt new technologies becomes crucial. This course covers a spectrum of AI types and levels, with insights into how top-tier companies are deploying AI to streamline operations and innovate services. Participants will also explore the security aspects of AI, ensuring a comprehensive understanding of both the opportunities and responsibilities that come with these advancements. For those ready to take the next step in their career, this course is the gateway to mastering AI in finance and accounting. Embrace the future of business management by securing a spot today, and start the journey toward a smarter, more efficient professional life.
Connect, Transform, and Analyze Data Like a Pro with Power Query
Course Category: Excel
In today’s data-driven environment, financial professionals are expected not only to analyze numbers but to transform them into actionable insights. . . . This course offers a deep dive into the practical applications of Power Query in both Excel and Power BI, tailored for those who already have a foothold in financial data analysis. Participants will learn how to streamline their data preparation process, saving time and reducing errors by automating the tedious tasks of connecting to various data sources, combining datasets, and cleaning up data for more efficient analysis.
As the backbone of any insightful report or dashboard, clean and well-structured data is a must. This course goes beyond the basics, equipping attendees with the skills to create custom columns and perform advanced data transformations that lead to more meaningful financial reports. By the end of the sessions, participants will not only have sharpened their analytical capabilities but will also carry the confidence to tackle complex data challenges with ease. Don’t miss the opportunity to refine your data skills and bring new levels of proficiency to your financial analysis.
Harnessing ChatGPT – Unlocking Professional Efficiency
Course Category: Artificial Intelligence
Enhance your productivity and streamline your accounting practices with ideas learned in this course. This dynamic program, designed specifically for . . . accountants seeking a competitive edge, delves into the practical applications of ChatGPT in your daily workflow. From conducting comprehensive research and crafting compelling correspondence to swiftly addressing technical inquiries and optimizing Excel formulas, you’ll gain invaluable skills to expedite your tasks and improve overall efficiency. Furthermore, we’ll delve into the power of ChatGPT plugins, equipping you with the knowledge to seamlessly process PDF documents and efficiently navigate the vast expanse of the web. Join us on this transformative journey and unlock your full potential as a proficient and empowered accountant.
Throughout the course, our experienced instructors will guide you through engaging discussions, real-world exercises, and valuable examples, ensuring you gain practical knowledge to apply in your professional endeavors immediately. Don’t miss this opportunity to harness the power of ChatGPT and revolutionize your approach to accounting.
An Accountant’s Detailed Guide to Databases, Integration, and Data Sharing
Course Category: Databases
Every business professional today needs to know how to work with data. We are all generating more and more data every day. However, only some of us . . . know how it can be effectively leveraged. There are many new opportunities for people who can effectively work with data. From helping their organizations make better decisions to working more effectively on projects to creating integration between applications and automating workflows.
This course will take a longer and more in-depth look at how to use databases, structure data for optimum workflow, and share data between applications. This course teaches you how to effectively use Excel, Power BI, SQL, and other data-related technologies. You’ll also discover how to integrate and share data between different applications. By the end of this course, you’ll be able to utilize databases more effectively and make better decisions based on data analytics. We will go beyond the basics to give you the knowledge you need to start.
Charting, Graphing, and Mapping Data Made Easy!
Course Category: Excel
In a data-driven world, financial professionals are expected to not only analyze numbers but also translate them into compelling stories that drive . . . decisions. This course is tailored for those who want to elevate their data presentation skills using Excel and other popular tools. Participants will dive into the art of charting, learning how to choose the right graph for their data and audience. Whether it’s a pie chart that reveals a budget’s composition or a line chart that shows financial trends over time, attendees will leave with a thorough understanding of each chart’s purpose and application.
Beyond the basics, this course offers a deep dive into the Microsoft Office suite’s charting capabilities, ensuring that participants can seamlessly integrate their visuals into Word, PowerPoint, and beyond. With hands-on exercises, they’ll transform raw figures into clear, informative charts that make an impact. By the end of the sessions, financial professionals will be adept at mapping data in a way that tells a story, engages stakeholders, and influences strategy. Don’t miss the opportunity to enhance your presentations and reports—secure your spot today and start turning your data into persuasive narratives that resonate with your audience.
Database Basics for Financial Professionals
Course Category: Databases
In today’s digital age, databases have become the backbone of every business technology, application, platform, and service. Every system relies on . . . databases to store and organize information, from financial records in Quickbooks and Xero to sales efforts in Salesforce and Hubspot. Popular reporting tools like Power BI and Excel utilize databases to create beautiful, insightful dashboards. Despite the widespread use and importance of databases, many financial professionals lack a basic understanding of how they operate. Traditionally, working with databases has been delegated to an organization’s IT department, leaving the accounting team out of scope. However, in today’s technology-driven environment, accountants need to have a basic understanding of how databases work and the ability to query data independently.
Our database basics course focuses on the knowledge most helpful for financial professionals. Through hands-on learning, participants will develop the skills to query data from a database or cloud provider and use it to create insightful reports in Excel or Power BI. By the end of the course, participants will feel empowered to design their dashboards and work more effectively with cloud data. With our database basics course, gain the knowledge you need to succeed in today’s digital age and enhance your value as a financial professional.
Google for Financial Gurus: A Tactical Workshop
Course Category: Productivity
In the competitive field of finance, professionals are constantly on the lookout for the latest tools to sharpen their edge and enhance their service . . . offerings. This specialized course delves into the expansive suite of Google services, tailored specifically for the financial industry. Participants will gain a thorough understanding of how to effectively utilize Google Search for market research, employ Google Workspaces for seamless collaboration, and capitalize on Google’s advertising platforms to target and attract the ideal clientele. Additionally, the curriculum covers the integration of Google Maps for geo-analytics and the advanced capabilities of Google Cloud for secure data management and analysis.
Why should financial experts attend? This workshop is more than just a tutorial; it’s a strategic guide for incorporating technology into financial practices. Attendees will leave with a clear comprehension of how to apply Google’s tools to optimize their business processes, make informed decisions with real-time data, and ultimately drive profitability. The interactive sessions provide hands-on experience, ensuring that every professional is well-equipped to apply these skills directly to their work. Don’t miss this opportunity to transform your approach to finance with the power of Google’s technology.
Google Workspace vs. Microsoft 365 – What’s Right For Your Organization?
Course Category: Productivity
In the rapidly evolving digital landscape, financial professionals understand the critical importance of safeguarding organizational data. This . . . specialized course offers practical strategies to fortify defenses against data breaches, focusing on the crucial decision-making process between Google Workspace and Microsoft 365. Participants will gain in-depth knowledge of the vital components and major selling points of each platform, navigating through the complexities of pricing, benefits, and potential risks. This hands-on experience is essential for those seeking to enhance their organization’s productivity tools without compromising on security.
Professionals will leave with a clear understanding of the collaboration dynamics of both platforms, comparing real-time editing capabilities, and exploring the nuances of file sharing and cloud storage solutions. The course goes beyond the basics, delving into the intricacies of business email options, word processing efficiency, and presentation tools to empower attendees with the knowledge to make informed choices. By analyzing the pros and cons, including user interface preferences and the extent of third-party integrations, attendees will be equipped to make a strategic decision that aligns with their organization’s specific needs, ensuring robust security and seamless collaboration.
What’s Coming Next: Technology Strategies for CPAs
Course Category: General
In an era where technology dictates the pace of change, financial professionals are tasked with staying abreast of the latest and greatest tech . . . advancements to maintain a competitive edge. This course is designed to guide you through the maze of new technologies, ensuring that you have the knowledge to stay at the forefront of your field. Participants will delve into the most recent developments in networking, cloud solutions, and connectivity, understanding how these foundational technologies can be harnessed to drive efficiency and innovation. Specific hardware considerations will be addressed, providing attendees with practical advice on which devices and tools can best support their business objectives.
This course is specifically tailored for those who are not just looking to keep up but to lead the charge in their organizations. From the nuances of advanced AI applications and IoT integration to the strategic use of cloud-based services and robust cybersecurity measures, attendees will leave with a comprehensive understanding of the technology landscape. The curriculum goes beyond theory, offering real-world applications and networking opportunities that can translate into immediate benefits for your business. By exploring the latest offerings from industry leaders and uncovering the potential of cutting-edge hardware, this course is an indispensable resource for financial experts eager to capitalize on technological innovation. Embrace this opportunity to elevate your professional toolkit and ensure that your organization is not just prepared for the future but actively shaping it.
Hot Tech Tools and Services for Financial Professionals
Course Category: Productivity
In a world where time is currency, financial professionals are constantly seeking ways to maximize productivity and streamline their workflows. This . . . course is tailored to equip attendees with the latest productivity-enhancing tools and services, ensuring they can navigate the complexities of the financial industry with ease and precision. From mastering sophisticated calendar and scheduling tools that promise to keep you organized and ahead of deadlines, to implementing iPasS systems for secure and efficient data sharing, this course covers the essential tech that every financial expert needs in their arsenal.
Beyond the basics, participants will explore a curated selection of financial tools that automate payments and optimize financial operations, alongside business tools that drive performance and results. While the course provides a thorough understanding of the strategic application of Large Language Models and Generative AI, it also emphasizes practical solutions for day-to-day challenges, such as advanced project management platforms and remote collaboration technologies that keep teams connected and productive. Attendees will learn to harness the full potential of cloud services, integrating them into their daily practice for a flexible and scalable work environment. By the end of this course, financial professionals will not only have a comprehensive toolkit of the latest tech innovations but also the know-how to leverage these resources to achieve peak performance and a competitive edge in the fast-evolving financial sector.
Mastering Adobe Acrobat for Financial Professionals
Course Category: Productivity
PDFs (Portable Document Format) are the de facto standard for digital paper. They are used worldwide by virtually all platforms and systems as a . . . method of conveying information. They can be used to transmit an invoice to a client, sign an agreement with a partner, or save a permanent copy of a financial statement. While being widespread, most financial professionals don’t know to leverage this format effectively. They lack the knowledge of how to create their documents, edit existing documents, or secure them for transmittal. Additionally, there are many new PDF capabilities such as forms, e-signature, cloud storage, and more which are underutilized by financial professionals.
The most common and powerful application for creating, editing, and managing PDF files is Adobe Acrobat Pro DC. This application can be leveraged in so many ways to create effective documents. This course will go through in deep detail the major features and functionalities of this application. It will demonstrate the various ways to create and edit documents. It shows utilizing the review and annotation functionalities such as stamps and comments. It will teach participants how to create forms and collect e-signatures. Additionally, it will present free and open-source alternatives to Acrobat DC to consider. This course is a must-watch for any financial professional that works with PDFs regularly.
Securing Confidentiality: Safeguarding Client Data Under IRS Rules
Course Category: Security
Tax practices face a critical responsibility: safeguarding client data against cyber threats. This course is tailored for professionals in the tax . . . industry, offering a deep dive into the essentials of creating and maintaining a Written Information Security Plan (WISP) as mandated by IRS regulations and the FTC Safeguards Rule. With a focus on IRS Publications 4557, 5293, and 5708, along with insights from NISTIR 7621, participants will learn not just the theory but the practical steps needed to enhance their practice’s security posture. The course content is designed to be direct and engaging, ensuring that attendees can easily translate knowledge into action.
The curriculum covers a broad spectrum of critical topics, from developing a compliant WISP to recognizing and responding to cyber threats, and from implementing strong access controls to effective data protection measures. Special emphasis is placed on real-world strategies for preventing data breaches, including the use of encryption, backup procedures, and secure data disposal methods. Participants will also explore the importance of employee training and the continuous monitoring and improvement of security practices to address new cyber threats and business changes. For tax professionals committed to upholding the highest standards of data security and building a trust-based relationship with their clients, this course is a vital resource. Attendees will not only gain the knowledge to protect their clients’ data but also the confidence to implement best practices within their organization.
Are You Really Ready? Effective Disaster Recovery & Business Continuity Planning
Course Category: Security
Disaster can come in many forms, from a flood to a data breach, to the death of a critical member of your team. When a disaster happens, it is never . . . at a convenient time. It doesn’t matter if it is the holidays, right before your vacation, or at the end of a grueling busy season. It just happens and you’re left to pick up the pieces. The first 24 hours of a disaster are the most critical. How are you going to get back online? How are you going to organize a safe work environment for your staff? How are you going to communicate what has occurred and what you are doing to resolve it to your stakeholders? An organization that is without its data or communications for a prolonged period has a significant risk of going out of business. Every minute of downtime is lost productivity, a missed deadline, or a forfeited opportunity. It isn’t a matter of if a disaster occurs, but when it does occur how you will respond.
This course will discuss a wide range of disasters from acts of God to man-made calamities, including data breaches and employee maleficence. It offers insight into the major risks, their causes, methods for mitigation of risks, and recommendations for resolution. It will have a detailed discussion on how using technology effectively can help minimize and hedge business risk and ensure continuity of operations. It will examine best practices for data security, the use of hot/cold sites, how to ensure that data is properly backed up, utilizing the Cloud for enhanced redundancy, and more. It is a good course for any organization that is concerned about the continuity of operations and surviving a disaster.
Automation For Increasing Personal Efficiency and Effectiveness
Course Category: Automation
Automation can be incredibly helpful for saving time, improving accuracy, promoting effectiveness, and getting more value out of your workday. One of . . . the best things a person can do is to invest time into automating their workday because it will help them to complete more work in the same period of time, reduce daily stress and provide better mental clarity. Automation can be permanent time savings for a person, once something is automated you always get that time back on a project.
This course will discuss the various tools, methods, apps, websites, and more that a person can use to help promote personal automation in both your personal and professional life. It will incorporate technologies such as integration platform as a service (iPaaS) tools, Amazon Alexa and Google Home, the Elgato Streamdeck, and more. Participants will learn methods that can help them save anywhere from a couple of hours to weeks of time.
Data and Statistical Analytics Using Microsoft Excel
Course Category: Excel
In today’s data-driven business environment, the ability to analyze and interpret data is an invaluable asset for any professional. This comprehensive . . . course equips participants with the skills to utilize Microsoft Excel’s robust analytical tools, transforming raw data into actionable insights. Attendees will discover how to apply descriptive statistics to gauge performance, employ Excel’s advanced functions for predictive forecasting, and harness the power of regression analysis to optimize organizational planning and budgeting.
Participants will leave with a toolkit of techniques to conduct sophisticated data analysis that can inform strategic decisions. By understanding how to identify opportunities for analytics application in real-world business projects, attendees will be able to elevate their organization’s data strategy. They will learn to navigate Excel’s capabilities to create forward-looking forecasts and measure operational effectiveness, gaining a competitive edge in the marketplace. This course is a must-attend for professionals seeking to enhance their analytical prowess and drive their business forward with confidence.
Hands On With QuickBooks Online Accountant (QBOA) for Public Accounting
Course Category: Software
We will take a deep look into setting up a QuickBooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client . . . configuration options for getting this to work inside your organization. This class is going to specifically focus on the configuration options for this application. QBO is a big application and it is important to ensure you’ve properly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO. Participants will leave this class supercharged with the knowledge of how to set up their QBO accounts correctly for long-term success.
Leveraging Big Data for Public Accounting
Course Category: Business Intelligence
The Financial world runs on massive amounts of data. But have you ever wondered what else you could do with all the data at your fingertips? Big Data . . . Analysis helps you uncover trends, patterns, and correlations that can be used to help you make decisions. It can help you find the needle in the haystack or the golden ticket that can help you build a new competitive advantage or grow your organization.
In this course, we will outline how to use the data you already have to make informed decisions that will help your organization understand your current clients and reach new potential clients. We will compare the various tools out there to help you get started with big data analytics and help you interpret their results.
Practical Advice for Preventing Organizational Data Breaches
Course Category: Security
In today’s digital age, safeguarding sensitive information has become a paramount concern for financial professionals. With the ever-evolving threat . . . landscape, understanding how to fortify an organization against data breaches is not just necessary; it’s a critical skill set. This comprehensive course equips participants with the tools and knowledge to protect their organization’s valuable data assets. Attendees will delve into the anatomy of a data breach, dissecting real-world examples to understand the vulnerabilities exploited and the staggering costs incurred by businesses across the globe. With a curriculum designed to resonate with professionals already versed in the basics of data security, this course offers a blend of strategic insights and practical measures that can be implemented immediately.
Participants will gain mastery over a range of protective strategies, from conducting thorough data inventories to deploying cutting-edge encryption techniques. The course emphasizes the importance of maintaining up-to-date systems, enforcing strong password policies, and implementing advanced monitoring to detect and prevent unauthorized access. Attendees will also learn to establish rigorous cybersecurity training for all stakeholders, fostering a culture of vigilance against threats such as social engineering and phishing. By the end of this course, financial professionals will not only understand the major topics around data breaches but will also be equipped with actionable steps to prevent them, ensuring their organization’s resilience against cyber threats. Join this essential training to transform the way your organization perceives and responds to the risk of data breaches.
Critical Tips for Avoiding Identity Theft & Data Breaches
Course Category: Security
In today’s digital age, financial professionals are at the forefront of a relentless battle against identity theft and data breaches. With . . . cybercriminals constantly evolving their tactics, staying one step ahead is no longer just an option—it’s a necessity. This course offers a deep dive into the mechanisms of digital threats, equipping attendees with the vital knowledge and strategies required to safeguard their clients’ sensitive information. Participants will gain insights into the latest attack profiles and breach methods, learning not just how to react, but how to proactively protect against potential security compromises.
Understanding that prevention is only half the battle, the course also provides a comprehensive guide on recovery from identity theft and data breaches. Attendees will leave with actionable recommendations for enhancing security measures and an informed perspective on the nuances of digital defense. This is an opportunity for financial experts to fortify their defenses against the ever-present danger of cyber threats. Don’t miss the chance to enhance your expertise—secure your spot now and empower yourself with the tools to maintain the integrity and trust that is the foundation of your profession.
Developing and Deploying Effective Cloud Cyber Security Best Practices For Your Organization
Course Category: Security
Protecting your organization from cyber threats is paramount in today’s business environment. There are countless ways that your data can be . . . compromised and the industry’s best practices are ever-changing to adapt to the latest threats. Increasingly more professionals are working remotely and Cloud technology is what is connecting us all. It is business-critical that our organizations have correct and relevant security settings and procedures. Permissive security and privacy controls for Microsoft 365, Microsoft Azure, Amazon Web Services, or Google could pose a major security risk to the organization.
This course looks at practical approaches to managing the security and privacy settings of today’s major Cloud tools. It will give specific and direct advice on best practices for configuration and settings for today’s major Cloud platforms to promote better security. Specific attention will be paid to the major Cloud business platforms including, Microsoft, Google, Amazon, and Zoho. We will review everything from the importance of multi-factor authentication, to user levels/permissions, to methods to quickly identify when a user’s account might be compromised. Business professionals will leave the class with specific insight on how they can protect their organization’s cloud data.
Phishing & Frauds: Online Defense Tactics
Course Category: Security
Join “Phishing & Frauds: Online Defense Tactics” and arm yourself against cyber threats. This course cuts through the noise to deliver practical, . . . actionable tips. You’ll recognize phishing emails, dodge spearphishing, and reject vishing calls. Smishing texts and tech support cons will no longer be a threat.
We cover ransomware to romance scams, online shopping to fake checks. You’ll learn to spot government impersonators and resist investment lures. By the end, you’ll navigate the web with confidence, keeping scammers at bay. Secure your digital life—enroll now and stay ahead of fraudsters.
Excel Formula’s Accountants & Financial Professionals Need to Know
Course Category: Excel
Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial . . . professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Excel Functionality That Every Accountant Should Know
Course Category: Excel
Excel is the default program for many financial professionals–and highly effective–if used correctly. It can be used for everything from simple . . . tabular analysis to creating in-depth aggregate pivot tables. This course will give participants the necessary tools to turn data into meaningful information and will examine cutting edge ways to store, retrieve, report, and analyze data using Excel and plugins. It will provide recommendations on how to more efficiently use Excel and potential traps to avoid.Participants are encouraged to bring their technology devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets, and demo tools. Financial professionals will walk away from this course with valuable tools and insights into understanding, managing, and utilizing data in an organized and meaningful manner inside their organizations.
Getting Ahead of the Emerging Technology Curve — Blockchain, AI & Big Data!
Course Category: General
Unlike mainstream technologies in use in businesses every day, there are upcoming technologies which have the potential to drastically change how we . . . work, live, and play in the years ahead. New and upcoming technologies such as blockchain, cryptocurrency, big data, artificial intelligence, and machine learning all offer great potential, just as the advent of the personal computer did some four decades ago. This session will cover an assortment of technologies which are nearing mainstream adoption and help you understand what they do, how they work, as well as some of the potential risks and rewards they offer potential users, particularly in business environments.In this course, you will learn the basics of blockchain, cryptocurrency, big data, artificial intelligence, and machine learning. You will also learn about the anticipated uses, benefits, risks, and threats posed to legacy businesses by these innovative, yet disruptive platforms. Now is the time to prepare for the future by learning about these technologies and how they will impact and potentially disrupt current business practices. This course is going to focus on the technology and real-world applications of blockchain, cryptocurrency, big data, and artificial intelligence. It will not discuss the tax, legal, or ethical impact of these technologies. This course is ideal for financial professionals that are looking to build working knowledge on these topics and find useful ways of applying them to their organizations.
Unleashing The Power Of Microsoft AI – A Comprehensive Guide
Course Category: Artificial Intelligence
Embark on an exciting journey into the world of Microsoft AI Tools and delve into a top-to-bottom exploration of Microsoft’s remarkable AI ecosystem. . . . We will immerse you in an array of cutting-edge AI technologies from Microsoft and its partners. From Microsoft 365 Copilot to the powerful Bing search tools, this comprehensive guide unveils the full spectrum of AI capabilities from Microsoft.
Discover the immense potential of Power Automate, Excel AI tools, the AI-driven visualizations in Power BI, and the seamless integration of AI in Windows 11. Gain invaluable insights into each facet as we conduct a meticulous review of all the various AI tools and services Microsoft offers. This course covers everything you’ve ever wanted to know about Microsoft AI capabilities.
Whether you’re a seasoned professional or just starting your journey, this engaging course equips you with the knowledge and skills to harness the true power of Microsoft AI.
Streamlined Success: Project Management for Financial Pros
Course Category: Productivity
In today’s fast-paced financial industry, effective project management is not just a skill—it’s a critical asset. This course is meticulously crafted . . . for financial professionals who are eager to enhance their project oversight capabilities, streamline their workflows, and lead their teams to success with greater ease. Participants will dive into the world of Kanban and traditional project management, comparing and contrasting to find the best fit for their unique professional needs. With a focus on practical application, this program offers a comprehensive exploration of top-tier tools such as Trello, Planner, and Asana, ensuring attendees can immediately implement these solutions to benefit their operations.
Understanding the value of time and resource management in the financial sector, this course provides an array of productivity hacks, time-tracking solutions, and staff management strategies tailored for the nuances of finance. Whether working in public finance or within the industry, attendees will leave equipped with actionable insights to manage projects more effectively, foster a productive team environment, and leverage free and easy-to-use tools to their advantage. By participating in this program, financial professionals will not only learn to navigate the complexities of project management but will also gain the confidence to apply these methodologies to optimize their performance and drive their organizations forward. Join us to elevate your project management acumen and position yourself at the forefront of financial leadership.
Fraud in Today’s Workplace: What Accountants Need to Know
Course Category: Fraud
Every other year the Association of Certified Fraud Examiners (ACFE) publishes A Report to the Nations. This landmark report is the definitive guide . . . to understanding occupational fraud in today’s workplace. The ACFE report breaks down fraud by the type of perpetrator, types of crime, categories of victim organizations, and more. The report provides fascinating insight and helpful advice to help professionals understand fraud risks in today’s world.
This course is an in-depth discussion and analysis of this report with K2 instructors Tommy Stephens and Stephen M. Yoss. They will discuss the significant findings of the 2022 edition of this report. Attendees will learn methods to spot fraud risks in their organizations and protect themselves.
Integration and Sharing Data for Financial Professionals
Course Category: Automation
The number of apps, services, platforms, etc. that we are uses is increasing every year. The amount of data we are collecting and processing is . . . expanding at an exponential rate. There is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data. Conquering your data can help improve efficiency, effectiveness, reduce cost, and errors inside an organization. This course will discuss the various ways of sharing data easily between different applications, platforms, and services. It will look at various tools (e.g. IFTTT, Flow, Zapier), desktop application functionalities (e.g. Power Query), and programming techniques (e.g. VBA, M, etc.) more to manage this process. This course is perfect for the do-it-yourself person that is looking to find ways to personally conquer and manage their data more effectively. The attendee with gain familiarity with these different tools, their strengths, and weakness and how they could be used in their organizations.
Creating Powerful and Effective Presentations with PowerPoint
Course Category: Productivity
Most successful leaders are often excellent communicators. They can clearly articulate a specific objective and align their team to a specific vision. . . . Subject matter expertise is certainly important, but communicating that expertise effectively is just as important. Business presentations are one of the most common and useful ways to share a vision with a team or client. The tool of choice for most professionals is Microsoft PowerPoint for its ease of use, powerful features, and that it is included in the Office ecosystem.
Some of us have put together at least one presentation in our careers, but most of us need a better working knowledge of the application. Further, most don’t have a good understanding of how an effective presentation comes together. An effective presentation is more than just slapping together a couple of slides and having endless bullet points. It’s about telling a great story and getting your audience invested in the outcome. This course will review the best features and functions of PowerPoint. You are giving yourself the knowledge to put together your next presentation technically. Further, it will help you understand the bigger picture of business presentations and help you design the great story you want to tell.
DIY Penetration Testing for Your Home and Organization
Course Category: Security
Every year, countless data breaches occur around the world that cost organizations billions of dollars. All reports that the frequency, size and scope . . . of data breaches is increasing at an alarming rate. A recent report by IBM showed that average cost of a data breach is $3.86 million dollars, if you’re lucky! Penetration testing is a security procedure that can help identity your potential deficiencies. This course will focus on practical, do-it-yourself methods of checking the security IT of your home or office. It will help you identify areas where your security could be improved, and potential holes closed.
Ten Tech Productivity Life Hacks to Save Time
Course Category: Productivity
Today’s busy professional has an ever-expanding workload, but delivery timelines are decreasing. We have more meetings, more emails, and more work . . . projects. Outside of work, we have increased family and social obligations. Simply, there aren’t enough hours in the day to get everything done. We all could benefit from an extra hour of productivity throughout the day. Effectively using technology in your personal and business life is a great way to get more mileage out of your day. This course will look at 10 different tools or services that can make your life easier or take the headache out of mundane tasks. We will look at tools that simplify scheduling appointments, take the hassle out of tracking time, improve data sharing between applications, and more. Participants will leave this class with tips and tricks on shaving hours of time per week.
Building a Cutting Edge Virtual Office
Course Category: Cloud
The Internet and mobile technologies have revolutionized the way that businesses operate. We’re no longer constrained by having to operate in a . . . specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.
This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We’ll look at solutions to simplify and streamline communications, business process management, going paperless, and more. We’ll also cover the benefits and risks of implementing a virtual workplace and discuss innovative technologies you can use to revolutionize your organization.
Data Government and Privacy For Organizations – GDPR and CCPA
Course Category: Security
This course is going to look at data governance in 2021 and provide recommendations for compliance with GDPR and CCPA for organization. The amount of . . . data organizations are collecting keeps increasing. This course will look at compliance issues in 2021 and beyond.
Demystifying Accounting for Blockchain, Cryptocurrency, and NFTs
Course Category: Blockchain
For accounting and tax professionals, understanding the inner workings of blockchain and cryptocurrency is no longer just an advantage—it’s a . . . necessity. This course provides an in-depth look into the mechanics of digital currencies and revolutionary blockchain technology, equipping attendees with the knowledge to navigate benefits and risks effectively. Special emphasis is placed on the tax implications for both individuals and estates, ensuring that attendees can confidently advise on these issues, which are becoming increasingly relevant in financial planning and asset management.
This offering is more than just a learning experience; it’s an investment in one’s professional growth. By understanding the tax complexities and estate planning challenges posed by digital assets, participants will be able to offer valuable insights and strategic solutions. They will emerge from this course not just with theoretical knowledge but with actionable skills that can be applied immediately. In a landscape where digital assets are becoming commonplace, this is the education that will differentiate the exceptional from the average. Join today and step into a role as a leader in finance for the digital age.
Leveraging Microsoft Teams Effectively For Your Organization
Course Category: Productivity
Microsoft Teams has proved to be the saving technology for many organizations through the COVID-19 Pandemic. Millions of us worked from home. It . . . allowed for us to conference call, screen share, and exchange files like we were all sitting in the same office. It gives us the ability to be able to operate and communicate anywhere with Internet connectivity.
This class explores how to effectively implement and leverage Microsoft Teams inside your organization. It will look at some of the best practices for communication, security, productivity, and more. The class will take a specific look at the newest Team’s features to help you implement the latest and greatest. You’ll learn how to use this tool to run meetings in your organization, take advantage of 3rd party plugins, schedule appointments with colleagues, and more. Regardless of if you’re a new user to Teams or a Power user you will learn how to use this incredible tool more effectively.
Cybersecurity 2024: Proactive Defense for CPAs
Course Category: Security
In an era where digital threats are evolving at an unprecedented pace, financial professionals require a robust understanding of cybersecurity . . . measures to protect both their personal and client data. This course offers a thorough update on the latest security and privacy challenges that CPAs and business experts will face in 2024. Participants will delve into the intricacies of Windows 11 security features, learn to recognize and respond to sophisticated ransomware attacks, and understand the implications of data breaches in a heavily interconnected world. With a focus on practical solutions and actionable strategies, this course equips attendees with the knowledge to implement robust privacy policies, counteract phishing attempts, and navigate the complex landscape of regulatory compliance.
Attendees will emerge from this course not only with a comprehensive grasp of the most pressing cybersecurity issues but also with best practices tailored for the financial sector. They will gain insights into mitigating IoT threats and managing the unique risks associated with work-from-home arrangements. By the end of the sessions, CPAs and business professionals will be armed with the tools necessary to fortify their digital defenses and ensure the integrity of their professional services. Secure a spot today and commit to being at the forefront of cybersecurity proficiency, safeguarding your practice and enhancing your value in the marketplace. Act now to transform your approach to digital security and lead with confidence in the face of cyber threats.
Excel Empowerment for Organizational Success – Custom Training
Course Category: Excel
In today’s data-driven business landscape, proficiency in Excel is not just an advantage—it’s a necessity. This tailored training session is designed . . . for financial professionals who are familiar with Excel but are aiming to enhance their skills further. The course zeroes in on the specific needs of small groups within an organization, ensuring that the material is relevant and immediately applicable. Participants will dive into the intricacies of Power Query, Pivot Tables, and the creation of compelling Charts and Graphs, tools that are pivotal for insightful data analysis and reporting.
The interactive format of the training encourages participants to bring their own projects to the table, fostering a hands-on learning environment where real-world problems are addressed with expert guidance. This approach guarantees that every minute spent in training translates into tangible improvements in the workplace. Attendees will leave with a solid grasp of advanced Excel functions, equipped to turn complex data into strategic assets that drive business success. By investing in this course, professionals will not only boost their personal skill set but also contribute significantly to their organization’s analytical capabilities.