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Improve Design and Productivity with Excel Tables

ID: 60535
Thursday June 20, 2024 11:00AM - 01:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Excel tables are a fundamental feature that streamlines data organization, analysis, and visualization in Excel. Throughout this course, you will discover how to transform raw data into elegant, efficient, and visually appealing tables. By harnessing the full potential of Excel tables, you will be able to make better data-driven decisions and collaborate more effectively in various professional settings. Join us in "Improve Design and Productivity with Excel Tables" and unlock the full potential of Excel tables to revolutionize the way you manage, analyze, and present data, leading to improved efficiency and better decision-making in your personal and professional endeavors. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

  • What Excel Tables are and why they are important
  • Learn how to create Excel Tables from scratch
  • Master the art of sorting and filtering data within Excel tables to quickly identify patterns, trends, and outliers
  • Learn how Excel Tables uses structured reference formulas to create accurate calculations
  • How Excel Tables increase spreadsheet creation productivity
Who will benefit: Any Excel user that wants to learn features within Excel to create better spreadsheets in a shorter amount of time.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Microsoft Teams Features Every User Should Know

ID: 60542
Thursday June 20, 2024 03:30PM - 05:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Microsoft Teams is one of the most widely used applications for communications, collaboration and knowledge sharing in business today. Most users are unaware of many time saving features available to help you manage your conversations, files and related content on a daily basis. John Higgins, a strategic advisor to the profession on Microsoft 365, will teach you how to leverage all the functionality Teams has to offer to compose, organize and retrieve your conversations, files and related content for maximum effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

  • Overview of the key Teams apps
  • Everything there is to know about composing messages in Teams
  • Using Teams to manage files, email messages and other content
  • Best practices for structuring your teams and channels
  • How to use "private" channels
  • How to use Teams as your primary phone system
  • Managing your Teams settings
  • Establishing links to other Microsoft 365 applications
  • Hosting a Teams meeting from A to Z
Who will benefit: Anyone who uses Microsoft Teams

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Cybersecurity 101 for CPAs

ID: 60547
Friday June 21, 2024 09:30AM - 11:30AM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course provides an overview of cybersecurity from the CPA perspective. We will discuss the components of an IT environment that need to be considered in audits - e.g. network, operating systems, database, and application layers. Additionally, we will discuss an overview of cybersecurity frameworks under the influence of the AICPA and/or ISACA - e.g. SOC2, COBIT, COSO, SOX IT controls, etc. and key cybersecurity controls. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

  • The typical IT architecture and technology components that reside in an IT environment
  • Specific cybersecurity controls that are applied at each layer within an IT environment
  • An overview of common cybersecurity frameworks used within the industry to establish and assess cybersecurity controls

Who will benefit: Anyone who is interested in understanding IT infrastructure, cybersecurity frameworks and controls.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

ChatGPT and Advanced Financial Analysis for Accountants

ID: 60548
Friday June 21, 2024 10:00AM - 12:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course provides a concise overview of how to utilize ChatGPT for advanced financial analysis in accounting. The session reveals how to combine sophisticated evaluation and interpretation of financial data with the cutting-edge AI capabilities of ChatGPT. Aimed at enhancing the understanding of an entity's performance, predicting future financial health, and aiding in informed business decision-making, this course goes beyond basic financial statement analysis to include a wide array of techniques and tools. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

  • Financial Modeling with ChatGPT Integration
  • Advanced Ratio Analysis Techniques
  • Risk Assessment and Scenario Analysis
  • Valuation Methods and ChatGPT Applications
  • Utilizing Performance Metrics in Financial Analysis
  • Data Analysis and Interpretation with AI
  • Investment Analysis Enhanced by ChatGPT
Who will benefit: Accountants and financial analysts seeking to deepen their expertise in financial analysis through the integration of AI and ChatGPT tools will greatly benefit from this course.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Excel - Using PivotTables for Data Analysis

ID: 60553
Friday June 21, 2024 01:00PM - 05:00PM
Topics:
Technology
Non-members
$186.25
Members
$149.00
Your price
$186.25

Excel is the #1 data analysis tool for accountants, yet many accountants have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. This session is designed to teach participants the importance of PivotTables for analyzing data. We will demonstrate how PivotTables can make analyzing data an easy task for all accountants. Participants will learn the step-by-step process to create PivotTables and PivotCharts. We will also cover all the setup options and features. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

  • The advantages of PivotTable for Data Analysis
  • Step-by-Step PivotTable creation
  • Creating PivotCharts
Who will benefit: All CPAs and Accounting Professionals that want to learn how to analyze data

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Office 365 Teams App - Optimizing Your Setup & Configuration

ID: 60558
Saturday June 22, 2024 09:00AM - 01:00PM
Topics:
Technology
Non-members
$186.25
Members
$149.00
Your price
$186.25

If you are familiar with the Office 365 Teams app, you know it is an extremely powerful tool to transform the way you communicate, collaborate and share knowledge. What you may not know is how to configure Teams to optimize your ROI and how effectively your team members use it. This course takes you on a tour of the important setup and configuration settings you need to be familiar with to ensure the best Teams experience for your organization. Whether you are already using Teams, in the process of deploying it, or are contemplating whether or not to bring it into your organization, this course will prove to be invaluable. The information shared in this course is sure to help you avoid costly mistakes in your Teams app deployment. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this course include:

  • Defining your teams and channel structure - best practices
  • Step-by-step guide on how to create and manage teams and channels
  • How to organize your Teams navigation panel
  • Configuring your notification settings
  • Connecting Teams to external apps
  • Understanding how Teams integrates with SharePoint, OneNote and Planner apps
  • Tracking your Teams app usage analytics
  • Archiving and deleting Teams and related content
Who will benefit: Anyone who is contemplating, deploying or already using Microsoft Teams

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

The Omniverse and Metaverse for Accountants

ID: 60563
Monday June 24, 2024 10:00AM - 12:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

This course provides a concise overview and non-technical explanation of the Omniverse and Metaverse - a shared virtual space that integrates various virtual, augmented, and actual realities. While futurists have been predicting and describing this concept for decades, interest and investment in this platform have recently exploded. Facebook has changed its very name to Meta - as in Metaverse - to reflect its pivot from a social media company to a virtual space company. Other tech companies, big and small, have announced ambitious plans to enable people to access digital environments and experiences through different devices. While sometimes perceived as science fiction, the metaverse is no entertainment gimmick. A growing consensus is that it will be the successor to the mobile Internet, and fundamentally transform the Internet, and perhaps even reality itself. You'll walk away with a foundational understanding of how the metaverse is transforming the modern business world, and how accountants can position themselves for success in this emerging economic digital dimension. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

  • Brief History of Experience-Sharing Technologies
  • Omniverse and Metaverse Basics
  • The Enterprise Metaverse
  • Leading Case Studies and Platforms to Date
  • Non-Fungible Tokens
  • Digital Twins
  • Immersive Learning
  • Remote Presence
  • Reality Editors and Product Experience
  • Visual Inspection
  • Synthetic Media
  • Immersive Experiences
  • Holodeck Technology
  • Universal Basic Reality
  • Metaverse Starter Strategy for Accountants
Who will benefit: Practitioners who want a basic, non-technical understanding of the metaverse and how to set themselves up for long-term success in this new virtual frontier.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Adobe Acrobat Tips for Working with PDF Files

ID: 60564
Monday June 24, 2024 10:30AM - 12:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

If you find yourself working with PDF files consistently throughout the day, this course will teach you how to review, annotate, format and organize PDF files more effectively and in less time. You will also learn how to use Adobe Acrobat for e-signatures to reduce document processing time significantly and enhance confidentiality. Adobe Acrobat has many features that you can take advantage of and this course will explain and demonstrate how to use them. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

  • Review of all that Adobe Acrobat has to offer
  • Organizing your PDFs with bookmarks, links, file attachments and more
  • Formatting the presentation of PDFs with headers, footers and watermarks
  • Creating and processing fillable forms
  • Processing documents for e-signature
  • Tips for converting email messages, documents and spreadsheets into PDF format
  • Combining multiple PDF files into a single binder
  • Utilizing the security features of Adobe Acrobat to protect document confidentiality

Who will benefit: Anyone who uses Adobe Acrobat to work with PDF files.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Excel - Auditing Your Spreadsheets for Maximum Accuracy

ID: 60572
Monday June 24, 2024 03:00PM - 05:00PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

Did you know Excel has 400-500 functions depending on your version? Did you know there are 12 different function categories? Did you know you could create your own functions? After you attend this class, you will be in the know! In this webinar, we will focus on proofing and auditing your spreadsheets. You will learn how to build spreadsheets that validate the accuracy of your calculations and techniques to use the Data Validation feature to validate data entry. You will also learn techniques to cross-foot your data to ensure accuracy as well as how to use the various Excel Auditing Tools. This session is presented using Excel 2013. Regardless of the version you are using, ALL concepts covered in this course apply to ALL versions of Excel. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics that will be covered in this class include:

  • Proofing techniques
  • Excel Auditing Tools
  • Using the Data Validation feature
  • Techniques to cross-foot and validate your spreadsheets
Who will benefit: All Excel users who want to become Excel Formula Experts

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Accountants, Meet Chatbot: Starting ChatGPT Conversations

ID: 60578
Tuesday June 25, 2024 10:30AM - 12:30PM
Topics:
Technology
Non-members
$111.25
Members
$89.00
Your price
$111.25

The presentation highlights the game-changing potential of ChatGPT in the realm of AI-driven conversations and its specific benefits for accountants in their analytical and advisory roles. It demonstrates how this AI tool can be seamlessly integrated into various platforms, making it a versatile and valuable addition to accountants' professional toolkits. With its unprecedented language capabilities, ChatGPT opens up new horizons for interactions with artificial intelligence. You'll walk away with a foundational understanding of the limitless potential of AI chatbots and how these new digital tools can help accountants enhance productivity and deliver superior value to their clients and stakeholders. This event may be a rebroadcast of a live event and the instructor will be available for questions during the event.

The major topics covered in this course include:
  • ChatGPT Basics
  • Custom Instructions
  • Playground
  • OpenAI API Key
  • ChatGPT in Bing
  • ChatGPT in Excel
  • Microsoft 365 Copilot
  • ChatGPT in Google Sheets
  • ChatGPT in Google Docs
  • Plugins
  • Code Interpreter
  • Using ChatGPT for Financial Analysis
  • ChatGPT File Uploader
  • ChatPDF

Who will benefit: This course is ideal for accountants, auditors, and financial professionals intrigued by AI and seeking to incorporate modern tools like ChatGPT into their workflows. It will be especially beneficial for those interested in improving efficiency, client communication, and data analysis using AI.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.