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

Who will benefit:

Anyone who wants to upskill their knowledge of the digital technologies that are transforming business and accounting.

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

Over the years, Excel has added MANY new features and functionality, yet most people still use it the same way they first learned it. Many of the features were added to Excel to enhance your ability to create spreadsheets more efficiently and with more accuracy. However, if you aren't aware of these new features, how can you use them? This class will focus on walking through each ribbon (menu) to explain the capability of various features in Excel. It is a great overview for both new and advanced Excel users to make sure you know all the capabilities of Excel. You may have seen many of the features but had no idea what they could do for you. This class will help you to understand these features and determine how you might take advantage of their capabilities. This session is presented using Excel 2019/Office 365. Regardless of the version you are using, most 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:

• Review of Excel's features and functions
• Walk-through of Excel's ribbons
• What the Excel features and functions can do for you

Who will benefit:

Anyone who wants to improve their Excel skills

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

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.

• 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.

Are you frustrated with sending emails back and forth to try and agree on a simple meeting time? If you use Microsoft 365 Outlook, you will want to attend this short course to learn everything you need to know to setup your Microsoft 365 Bookings App to streamline appointment setting. This easy-to-use app lets you provide your meeting guests with a link to a private web page that allows them to view your availability and use self-service to book the meeting in your Outlook calendar and their calendar app. The Booking app is totally integrated with the Outlook calendar, so your availability to schedule a meeting is always completely up to date for your guests to book an appointment based on your availability. 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 Bookings app functionality
• Step by step demonstration of how to setup your private Bookings web page
  • Defining your meeting types / services
  • Configuring text message reminder notifications
  • Setting your scheduling policies
  • Customize your Bookings page form to capture important information while booking an appointment.
  • Integrate with Microsoft Teams Meetings

Who will benefit:

Anyone who uses Outlook to manage their appointment calendar.

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

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

Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows and rows and columns and columns of data. In this webcast, you will learn how to build robust dashboards for analyzing key metrics in Excel.

We will begin with some dashboard design guidelines, such as understanding your audience and identifying necessary metrics. Then, we will work through creating key performance indicators (KPIs) for the dashboards. You will learn how you can add charts and eye-catching visuals, in order to make your dashboards easily understood.

This webcast focuses on using standard Excel features to create visuals. Although we will introduce new tools like Power BI Desktop, the focus of this webcast is not about using Power BI to create visuals.

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 2020 Power BI Series:

Power BI - Introduction to MS Power BI Tools

Power BI - Prepare Your Data Efficiently for Excel Analysis

Power BI - Analyze Your Data With Excel Pivot Tables

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:

· Use dashboards to make strategic decisions

· Create KPI dashboards that graphically represent your data

· Use Excel tools to easily create meaningful KPI dashboards

Who will benefit:

Anyone who wants to use Excel to make strategic decisions

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.

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

Data can be messy! In other words, it is not always clean and neat. Data comes from various sources like text files, Excel spreadsheets, databases, report files, etc. This is how most data analysis projects fail - the inability to get the correct data.

This webcast focuses on using Power Query (Get and Transform) to clean, shape and transform your messy data while still allowing you a one-click refresh. We will review various data issues including appending files, combining multiple files from a folder, adding custom columns, unpivoting data, creating a lookup table, and much more.

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.

(bold) Explore the other webcasts in the 2020 Power BI Series:

Power BI - Introduction to MS Power BI Tools

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 - 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:

· Use Power Query to solve your data clean-up issues

· Determine how Power Query allows you to get more data into Excel

· Apply a one-click step to refresh your data

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.

Unlock the full potential of your data with our cutting-edge course, "Create Visuals in Power BI to Successfully Analyze Data." Designed to span a focused, four-hour session, this course is your gateway to mastering the art of data visualization using the powerful tools of Microsoft Power BI Desktop and PowerBI.com. Whether you're a business professional, a budding data analyst, or simply someone interested in the world of data science, this course is tailored to enhance your skills in transforming raw data into visually stunning and insightful reports. Dive into the intuitive interfaces of Power BI Desktop and PowerBI.com, and learn to navigate these platforms with ease and confidence. The course is meticulously structured to provide you with demonstrations and practical knowledge. Starting with a comprehensive tour of the Power BI Desktop and PowerBI.com interfaces, you'll quickly move to the core of creating impactful visuals. Explore a wide array of available visuals and learn how to select the most effective ones for your data stories. Through detailed sessions on building interactivity into your visuals, you will discover how to create dynamic reports that not only captivate but also communicate effectively. This course will also guide you through the process of publishing your reports on PowerBI.com, ensuring that your insights reach their intended audience with the right impact. By the end of this transformative journey, you will be adept at leveraging the full capabilities of Power BI. Your newfound ability to create interactive, engaging, and informative visual reports will make you an indispensable asset in any data-driven decision-making process. Embrace this opportunity to elevate your professional profile, enhance your analytical capabilities, and become a sought-after expert in the field of data visualization. Join us for "Create Visuals in Power BI to Successfully Analyze Data" and step into the future of data analysis with confidence and skill. 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:

• Tour of the Power BI Desktop Interface:
  Understand the layout, tools, and features of Power BI Desktop.
• Tour of PowerBI.com Interface:
  Familiarize with the online environment of Power BI for report creation.
• Importing Power Pivot Data Model:
  Understand how to integrate Power Pivot models into Power BI for more complex data analysis.
• Building Visuals:
  Learn the step-by-step process to create compelling visuals and understand the importance of visual context in data storytelling.
• Review of Available Visuals:
  Explore the variety of visuals available in Power BI and their appropriate applications.
• Power BI Desktop Features:
  Delve into the advanced features of Power BI Desktop, enhancing data manipulation and visualization capabilities.
• Building Interactivity into Visuals:
  Learn to create dynamic and interactive reports that engage and inform.
• Publishing Reports to PowerBI.com:
  Gain skills in uploading and managing reports on PowerBI.com for wider access and collaboration.

Who will benefit:

This course is ideal for business analysts, data analysts, project managers, and any professionals keen on enhancing their data visualization and analysis skills using Microsoft Power BI. It is suitable for beginners as well as those with some experience in data analytics tools.

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

Elevate your data reporting skills to new heights with our cutting-edge course, "Create Paginated Reports with Power BI Report Builder." This two-hour, expertly crafted training is designed to transform the way you visualize and present data, leveraging the powerful capabilities of Microsoft Power BI Report Builder. Ideal for professionals who aspire to turn complex data into compelling, print-ready reports, this course is a game-changer in the realm of data visualization and business intelligence. Delve into the world of paginated reporting with a curriculum that balances theoretical knowledge with practical examples and demonstrations. You'll learn how to navigate the Power BI Report Builder interface with ease, design intricate report layouts, and connect to diverse data sources for comprehensive reporting. The course covers a spectrum of skills, from creating eye-catching visualizations to utilizing advanced features like sub-reports and drill-through capabilities. By the end of this session, you'll be adept at publishing and sharing professional-grade, paginated reports that can inform and persuade your audience. Enroll now and take the first step towards mastering the art of paginated reporting with Power BI Report Builder. 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:

• Introduction to Power BI Report Builder:
  Overview of the tool, its interface, and integration with the Power BI ecosystem.
• Designing Report Layouts:
  Techniques for setting up professional layouts, including headers, footers, and managing pagination.
• Data Connection and Management:
  Connecting to various data sources and preparing data for reporting.
• Creating Visualizations:
  Utilizing Power BI’s visualization tools for impactful data presentation.
• Advanced Report Features:
  Exploring sub-reports, drill-through capabilities, and dynamic expressions.
• Publishing and Sharing:
  Guidelines for publishing reports to the Power BI service and sharing them with relevant stakeholders.

Who will benefit:

Data analysts, business intelligence professionals, and anyone interested in developing paginated reports using Power BI Report Builder.

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

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.

If you use Outlook on a daily basis to process your email, chances are pretty good that you are missing out on a lot of opportunities to improve your efficiency in composing, processing and organizing your messages. There are many different features in Outlook that often get overlooked, even though we are working in the app all day, every day. John Higgins, a strategic advisor to the profession on Microsoft 365 deployment, will review numerous tips and features to improve your productivity in Outlook. You will learn many time-saving, practical ways to improve the quality of your email message. 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:

• Using Quick Parts to streamline message composition.
• Eliminating inefficient back and forth appointment scheduling with the Bookings app.
• Using category codes and contacts to send bulk emails.
• Sending emails to Teams and OneNote.
• Organizing your inbox with custom views, rules and folders.
• Mastering the search tools to find emails quickly.
• Review of key option settings to maximize email productivity.

Who will benefit:

Anyone who uses Outlook.

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