When you need to create a simple survey or form to capture data online, the Microsoft 365 Forms app can be just the right solution. You can use it for simple forms such as a client information form or client service evaluation form. You can create more sophisticated forms, such as a client tax organizer. All responses can remain confidential and can be viewed in Excel format for further analysis or to prepare the form data for import into another application. This course will take you through the step-by-step process for creating, distributing, compiling and analyzing digital forms and surveys. 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 covered in this course include:

• Overview of the Microsoft 365 Forms app features and capabilities
• Step-by-step review and demonstration of the Forms app
  • Designing your form or survey
  • Creating form questions
  • Using branching to eliminate unnecessary questions based on form input data
  • Customizing the form theme / style
  • Manage form response settings
  • Distribute forms via link, website or email
  • Review of the completed forms response report
  • Exporting forms data to Excel for further analysis

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

PowerPoint is a widely available resource that is potentially underutilized by accountants because many accountants do not stray beyond Excel and Word in the Microsoft Office suite. You will learn how to create and edit a professional PowerPoint slide deck. This session places particular emphasis on efficiency tips and tricks that will allow you to develop creative, professional visual aids while minimizing time and effort. The course's author will share personal insights he has cultivated throughout more than two decades of public speaking. Although the session will focus on creating and editing slides, we will illustrate best practices for presentation delivery. We also will explain how PowerPoint can be used for purposes other than delivering presentations. 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 covered in this course include:

• Exploration of tabs within PowerPoint's ribbon
• Initial creation of a slide deck
• Using slide masters
• Utilization of external content
• SmartArt
• Alignments and layouts
• Tips and tricks for efficiency
• Best practices for effective presentation delivery
• Other creative uses for PowerPoint

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

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

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

Join us for an enlightening presentation where we delve into the pivotal technology trends reshaping the accounting profession. This course covers an array of topics including cloud computing, big data, data analytics, Robotic Process Automation (RPA), Machine Learning (ML), Artificial Intelligence (AI), cryptocurrency, blockchain technology, and the metaverse. We will also cover provide an update on the current market for cloud based accounting / ERP and personal productivity software. Designed for forward-thinking professionals, this session offers insights into how these technologies impact your business, your firm, your clients and most importantly, your career. Stay ahead in your field by understanding these emerging technologies and their practical applications in business. 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:

• Role of cloud computing as the foundation for all tech trends
• Big data and data analytics the new frontier for CPAs
• Workflow automation with RPA, ML and AI with a focus on ChatGPT
• Blockchain technology, the revolutionary data storage model
• Cryptocurrency 15 years later, an update on the market and technology
• Metaverse - what's it all about
• Cloud based financial and ERP software market update

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

This session focuses on the power of pivot tables within Microsoft Excel. We initially discuss the creation of pivot tables and various ways to summarize information. Then we explore ways to utilize summarized pivot table data. The course uses several practical examples that should inspire participants to find their own creative uses for pivot tables. 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 covered in this course include:

• Data preparation and cleansing
• Pivot table creation
• Pivot table customization
• Navigating Excel’s PivotTable Analyze tab

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

Depending on your version, Excel has over 500 functions already built in and ready to use. How many of those do you incorporate into your spreadsheets? After this course, you will learn some powerful functions that will take your calculating power to the next level. In this webinar, we will focus on Financial, Statistical and Math functions. In the Financial functions section, you will learn how to use the financial functions to build better amortization schedules. In the Statistical and Math functions sections, you will learn how to use various statistical functions to analyze your data. 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:

• Financial functions best practices for creating amortization schedules and calculating annual interest payments
• Calculating & summarizing data with SUMIF and SUBTOTAL functions
• Statistical functions used to analyze data

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

This course provides a comprehensive overview of the ELI5 (Explain Like I'm 5) approach and its application in the accounting profession using ChatGPT, an advanced language model. Discover how to simplify complex financial information and tax regulations using this innovative approach. Explore how practitioners can effectively communicate intricate topics to their clients to add value and build trust. You'll walk away with a foundational understanding of the ELI5 approach and how to use ChatGPT to improve your communication strategies. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• Understanding the ELI5 Approach
• 60 Variations of the ELI5 Method
• Application of the ELI5 Approach in Accounting
• ELI5 Case Studies
• Strategies for Implementing the ELI5 Approach
• Using ChatGPT to Enhance ELI5 Communication
• Role of Accountants in Leveraging the ELI5 Approach

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

This is the first webcast in the 2020 Power BI Series. Please see below for the suggested viewing order.

Excel is a popular data analysis tool, yet most users have never learned the basics of data analysis using Excel or the tools that Excel offers to help with data analysis. Those that learned to analyze data using PivotTables, soon learned there were many weaknesses in PivotTables that resulted in elaborate calculations in order to perform simple tasks.

In 2010, after much development and little hype, Microsoft released Power Pivot, a new data analytic tool that removed the weaknesses of PivotTables. This single product took Excel from a low-end data analytic tool to one of the most sophisticated and comprehensive tools. Since 2010, Microsoft has continued their development of end-user data analytic tools. This entire suite of products is called Power BI.

During this webcast...

We will provide an overview of the various Power BI tools and discuss Microsoft's Power BI Strategy. We will begin by explaining the challenges faced by many accountants when it comes to analyzing data in Excel. You will learn how each Power BI tool reduces the challenges and improves your data analytic skills. You will also gain a complete understanding of when to use which tool.

This is an overview of the various Microsoft Power BI tools and should be your first step in learning the complete set of Power BI tools. As an overview, we will not be teaching the details of each tool but you will receive a thorough understanding of what each tool can accomplish.

This series is presented using Excel 2019/Office 365. Regardless of the version you are using, most concepts covered in this webcast series apply to all versions of Excel.

Explore the other webcasts in the Microsoft Power BI Series:

Power BI - Prepare Your Data Efficiently for Excel Analysis

Power BI - Analyze Your Data With Excel Pivot Tables

Power BI - Create Excel Dashboards for Maximum Impact

Power BI - Use Power Query to Transform Your Data

Power BI - Go Beyond PivotTables with Power Pivot

Power BI - Use Advanced Calculations with DAX Formulas

Power BI - Use PBI Desktop to Create Reports and Dashboards

Power BI - Share Your Data Analysis using PowerBI.com

Learning Objectives:

· Recognize ways that the Power BI tools can help with your data analysis needs

· Identify uses for each Power BI tool

· Select which Power BI tool will meet your organization's strategy

Who will benefit:

Anyone who uses or wants to use Excel for data analysis

THIS IS AN AICPA HOSTED WEBCAST. YOU WILL LAUNCH THE COURSE FROM YOUR OSCPA LEARNING PORTAL. AICPA WILL ISSUE AND MAINTAIN YOUR CREDITS. PLEASE MAKE SURE TO DOWNLOAD YOUR CPE CERTIFICATE FROM AICPA WEBCAST PORTAL AT THE CONCLUSION OF THE WEBCAST.

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

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

This intensive 4-hour course offers a deep dive into data modeling in Power BI, with a focus on Microsoft Excel's Power Pivot but applicable to Power BI Desktop. Designed for professionals looking to enhance their data analysis skills, the course covers the essential aspects of building robust, efficient data models. Participants will learn how to integrate different data sources, create meaningful relationships, and develop insightful metrics to drive business decisions. Participants will explore various aspects of data modeling such as establishing relationships, creating calculated columns, and understanding the intricacies of basic DAX (Data Analysis Expressions) measures. These skills are vital for anyone looking to extract meaningful insights from large and complex datasets. Attendees will be introduced to advanced concepts such as the strategic use of calculated columns versus measures, and the differentiation between explicit and implicit measures. This knowledge is crucial for developing sophisticated data models that not only provide accurate results but are also efficient in terms of performance. The course will also cover the creation and use of hierarchies and Key Performance Indicators (KPIs), essential for any robust data analysis framework. To ensure that the learning is well-rounded and applicable, the course includes practical exercises in using pivot tables within Power BI. This helps in validating and enhancing the measures and models created, ensuring they are robust and reliable for real-world application. "Build a Data Model for Analysis in Power BI" is an essential course for professionals aiming to leverage the full potential of Power BI 's data model. Whether you're looking to streamline your data analysis process, enhance your reporting capabilities, or drive insightful business decisions, this course will equip you with the necessary skills and knowledge. 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:

• Data Modeling Essentials: Understanding the core concepts of data modeling in Power BI, including integration of various data sources.
• Building Relationships: Techniques to establish and manage relationships between different data sets.
• Calculated Columns and Basic DAX Measures: Introduction to DAX (Data Analysis Expressions) and its application in creating calculated columns and basic measures.
• Calculated Columns vs Measures: Insights into when to use calculated columns and when to opt for measures.
• Explicit vs Implicit Measures: Understanding the difference and appropriate application of explicit and implicit measures in data analysis.
• Hierarchies in Data: Creating and utilizing hierarchies to enhance data analysis and reporting.
• Using Pivot Tables to Validate Measures: Practical skills in using pivot tables within Power BI to validate and refine measures.

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