AICPA Technology Strategy and Productivity Webcasts
           

Excel for Accounting Professionals Session 1: Tables and Named References
This hands-on workshop is an effective way to learn Excel, since you’ll be completing the same exercises demonstrated by the instructor. This format allows you to work along rather than just watch passively, enabling you to immediately practice the skills demonstrated.
September 16, 2019
December 9, 2019

Excel for Accounting Professionals Session 2: Data Validation and Conditional Formatting

This webcast covers the function that sums better than the SUM function for accounting professionals. In addition, we review the data validation feature, which enables us to control what a user enters into a cell. We’ll discuss the conditional formatting feature, which enables us to format a cell based on its value. Lastly, we’ll conclude by reviewing a technique that addresses a major pitfall of Excel. This hands-on workshop is an effective way to learn Excel, since you’ll be completing the same exercises demonstrated by the instructor.
September 17, 2019
December 10, 2019

Excel for Accounting Professionals Session 3: Workbook Design Principles and Organization

This session covers them, as well as workbook and worksheet organization ideas. We also discuss how, why and when to hide administrative worksheets. The importance of highlighting input cells, using selection groups and building formulas with nested functions are also explored. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel since you’ll be completing the same exercises demonstrated by the instructor.
September 18, 2019
December 11, 2019

Excel for Accounting Professionals Session 4: Conditional Summing and Lookups
If you have not explored conditional summing yet, you are in for a surprise. Conditional summing is a game changer and will absolutely improve efficiency in your reporting workbooks. We then move to removing duplicates to create a list of unique report labels. We conclude with lookup basics. We discuss why we prefer lookups to direct cell references and explore the details of the most popular lookup function, VLOOKUP. The webcast is designed with time for you to work along.
September 19, 2019
December 12, 2019

Excel for Accounting Professionals Session 5: Error Trapping and Improving Lookups
This session walks through the limitations and suggests how to improve the VLOOKUP function. We then discuss how to move beyond VLOOKUP altogether. We spend some time trapping errors with the IFERROR function, which was first rolled out with Excel 2007. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel since you’ll be completing the same exercises demonstrated by the instructor.
September 20, 2019
December 13, 2019

Excel for Accounting Professionals Session 6: List Comparisons and Indenting
This session opens with how to use Excel’s lookup functions to perform list comparisons. Also, this webcast covers how to perform multicolumn list comparisons without first combining several columns into a single lookup column. We discuss how a minor detail like how we indent can produce major efficiency gains. We end the webcast by comparing traditional lookup functions to Excel’s multiple condition summing function. The webcast is designed with time for you to work along. This hands-on workshop is an effective way to learn Excel since you’ll be completing the same exercises demonstrated by the instructor.
September 23, 2019
December 16, 2019

Excel for Accounting Professionals Session 7: Date Driven Workbooks and Concatenation
When we try to improve efficiency, we seek to delegate manual tasks to Excel. This implies that we seek to convert manual input cells into formula cells. When we realize that Excel can operate on and return date and text values, the opportunity for efficiency greatly expands. This webcast covers key date and text functions. It also demonstrates how to greatly improve the utility of the conditional summing function by using comparison operators. The webcast is designed with time for you to work along.
September 24, 2019
December 17, 2019

Excel for Accounting Professionals Session 8: Dynamic Headers, Mapping Tables and Error Check
We start by discussing dynamic headers, and how important they are when automating reporting workbooks. Next, we review how to transpose the orientation of the conditional summing function to produce horizontal or crosstab reports. We review the idea of mapping tables and show how they are the key to unlocking major efficiency gains. Lastly, we use data validation in our digital reports and review a critical worksheet that belongs in just about every recurring-use workbook: ErrorCk. The webcast is designed with time for you to work along.
September 25, 2019
December 18, 2019

Building the Business Case for RPA
This webcast will explore how robotic process automation (RPA) is transforming businesses and helping them become more competitive and agile. With detailed instruction, you will learn the business processes that are most suitable for automation and key considerations and decision criteria needed to build your own business case. We provide a methodology on how to begin building your business case and roadmap for success.
December 4, 2019

Data Analytics Executive Program
When you can distill vast amounts of information into actionable insights, you’re on your way to becoming a data-driven business leader. Our webcast empowers you to enable everyone within your organization to use data — and to maintain a strategic advantage over competitors in the modern business environment. We’ll give you the tools and insights to build and implement data-driven strategies within your organization.
December 11, 2019

Integrating Audit Data Analytics into the Audit Process
This webcast introduces the concept of audit data analytics, provides a brief overview of what audit data analytics are and illustrates how these tools can be integrated into your current audit process. You’ll witness examples of how these tools can be used in risk assessment, planning, control testing, substantive testing and beyond. What you can expect Using Excel, we’ll demonstrate simple analytic tools that turn traditional audit procedure from manual to automated. This webcast is helpful if you’re a beginner, or if you are looking for additional training on how to apply content from the new AICPA Guide to Audit Data Analytics.
September 20, 2019
October 22, 2019
November 4, 2019

Blockchain Application
Understand the potential of blockchain by diving into the blockchain structure and functionality. You will begin to navigate the practical aspects of blockchain applications and use cases by looking into ledgers, transactions and smart contracts. In addition, this webcast will help you understand the current blockchain landscape which will help you begin thinking about business applications and financial control considerations associated with blockchain use. This webcast will focus on responsibilities, process and technical controls.
September 26, 2019
December 20, 2019

Blockchain for Supply Chain
In this webcast, you will explore three supply chain interactions and see how blockchain can be implemented to reduce errors, increase auditability and drive collaboration. The three interactions include: physical goods from producer to retailer, digital products and vendor relationships for royalty payments. Through these use cases, you will learn about blockchain implementation, considerations for implementation and success and failure factors. You will also spend time discussing privacy and security and their associated regulations.
October 3, 2019

Cybersecurity Readiness Assessment
Cybersecurity yields potential business opportunities for a firm to better serve its clients. This course will better prepare firms who conduct readiness assessments for their clients through consulting or advisory services. Participants will learn how to keep abreast of the latest cybersecurity trends, manage risks, and ensure that clients have a sound risk management program to safeguard their organization.
December 3, 2019

10 Steps to a Digital Office in the Cloud
Improve the quality, efficiency and profitability of the services you offer your clients. This webcast provides a 10-step roadmap to building your successful practice in the cloud. You’ll get practical information that includes step-by-step instructions and references to additional resources. We’ll cover infrastructure, scanning solutions, document management, client portals, workflow management, cloud-based client accounting systems, security and disaster recovery.
February 4, 2020

Excel - Using PivotTables for Data Analysis
In this webcast, you will learn how PivotTables are crucially important for analyzing data. We will show you examples of PivotTables to demonstrate that data analysis can be an easy task for any accountant. You will learn the step-by-step process to create PivotTables and PivotCharts. To make sure you’re prepared for future analysis, we will even cover all the setup options and features.
February 17, 2020