Transforming your practice or business to a digital model is a journey, not a destination. There are some digital initiatives that require a great deal of time and money to deploy. There are also many "low hanging fruit" initiatives that are relatively easy and inexpensive to deploy. E-signature software is a perfect example of the latter. John Higgins, a nationally recognized leader in accounting technology, will guide you through the process of evaluating, selecting and implementing e-signature software to streamline a solution, and secure your document signing processes. You will be surprised to discover how easy it is to take your engagement letter and contract signing workflow digital. 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:

• Review of the digital document signing process.
• Key features to evaluate in selecting a solution.
• Review and distinguish top selling e-signature applications.
• Best practices for deploying e-signature software in your practice or business.

Who will benefit:

Anyone who uses email or postal email to process documents for signature and counter signature.

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 concise overview of Google Sheets, a cloud-based spreadsheet application by Google. Similar to Excel, the tool allows users to enter numbers, apply formulas, prepare graphs, create charts, use pivot tables and more. While Excel is the default tool and industry standard for most accountants, Sheets has many underrated capabilities which are clearly superior to Excel. These include online collaboration, team communications, mobility, version control, revision history, cloud storage, translation, Google integration, and scores of third-party add-ons. You'll walk away knowing how to use a whole new array of spreadsheet features not found in Excel that can boost your analytical powers and accelerate your financial workflow. 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 is Google Sheets?
• Key Set Up Steps and Apps
• Key Strengths and Weaknesses
• Google Sheets vs. Microsoft Excel
• Google Sheets Versions
• Quick Start Guide
• Things You Can do in Google Sheets that You Can't Do in Excel
• Google Sheets Add-Ons
• Google Sheets Help Resources

Who will benefit:

Practitioners who want to explore Google Sheets as a Microsoft Excel alternative and online spreadsheet platform rich in collaboration, mobile and artificial intelligence features.

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

OneNote is rapidly becoming one of the most popular applications in the Microsoft Office and Office 365 product suites. The reason for this becomes pretty evident when you learn about all that you can do with OneNote to record and manage notes, to do lists, meeting agendas and much, much more. This course will provide a thorough review of all of the features of OneNote so you can master them in order to organize all of your activities and communications in one central place. You will be amazed at how powerful and yet simple to use this application is. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The following topics will be covered in this course:

• Navigating the OneNote interface
• Best practices for notebook organization
• Learn how to add pictures, graphic content, tables, file links, email messages, appointment links and more to your notebooks
• Using OneNote with OneDrive to share and collaborate with internal and external users
• Creating and using templates to streamline your notebook management
• Integrating OneNote with your task manager
• Using the power of tags to manage and search your content
• Using OneNote on your tablet and smartphone

Who will benefit:

Anyone who records and keeps notes of any kind

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

Most Staff Accountants learned Excel in college and many others learned Excel on their own, however most users never learned the important productivity tips that help them build spreadsheets more efficiently. This course will teach new and experienced users how to leverage the many productivity tools built within Excel in order to build spreadsheets with 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:

• Navigating around worksheets
• Selecting cells and ranges
• How to use custom number formatting
• How to leverage Views
• How to build better formulas with referenced variables and defined names
• Learn to quickly format cells with Cell Styles
• Learn proper worksheet structure

Who will benefit:

Any Excel user that wants to learn the "real" basics of Excel that will increase their productivity.

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

This course explores the increasingly complex features of Excel that facilitate efficient data analysis. We will introduce numerous analytical methods and techniques by using practical examples to illustrate how to unleash the power of Excel when manipulating, analyzing, and reporting information. 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 class include:

• Using formulas to manipulate and transform data
• Using formulas and reference formulas such as =VLOOKUP
• Using pivot tables
• Understanding Solver to perform multivariate analysis

Who will benefit:

Practitioners, members in industry and other accounting professionals seeking a broader understanding of Microsoft Excel.

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

Transform your Excel skills with our comprehensive training program, designed for users at all levels seeking to master the full suite of Excel capabilities. From powerful data analysis tools like PivotTables and advanced functions such as XLOOKUP, to the nuances of Data Validations and Conditional Formatting, this course offers a deep dive into Excel's most impactful features. Whether you're streamlining complex data sets, enhancing your reporting skills, or just looking to boost your productivity, this session provides the insights and techniques you need to leverage Excel to its fullest potential, making it an indispensable tool in your professional or personal toolkit. 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:

• Excel Tables:
  Master the use of Excel tables for efficient data management, including sorting, filtering, and structured references, to manage data more effectively.
• Custom Sorting:
  Get to grips with custom sorting options to organize data in a way that best suits your needs, enhancing data readability and analysis.
• XLOOKUP:
  Discover the power of XLOOKUP for advanced data retrieval, a game-changer for complex analysis, allowing you to extract specific data from extensive datasets with ease.
• SUBTOTAL:
  Gain proficiency in using the SUBTOTAL function, a versatile tool for calculating data in visible cells, ideal for analyses that require dynamic calculations.
• SUMIF(S):
  Explore the functionality of SUMIF and SUMIFS functions for conditional summing, crucial for precise budgeting, expense tracking, and financial reporting.
• Array Formulas:
  Dive into array formulas to perform multiple calculations on one or more items in an array, enhancing the efficiency of complex accounting computations.
• Data Validations:
  Learn to implement data validations to ensure data integrity and prevent errors in financial data entry, a critical skill for maintaining accurate accounting records.
• Slicers:
  Learn to use slicers for interactive data segmentation in tables and PivotTables, enabling accountants to quickly filter and analyze specific subsets of financial data.
• Conditional Formatting:
  Understand how to apply conditional formatting to highlight critical financial data points, trends, and variances, making data analysis and interpretation more intuitive.
• PivotTables:
  An introduction to PivotTables, one of the most powerful Excel features, for summarizing, analyzing, and presenting large sets of financial data in a digestible format.

Who will benefit:

This course is ideal for accounting professionals at all levels who have a basic understanding of Excel and are looking to advance their skills to streamline their accounting practices and financial analysis.

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

Many people that use Microsoft Excel know a great deal about the functionality of the application. There are, however, a tremendous number of hidden tools that a high percentage of users overlook. Additionally, there are newer features that some have not had the opportunity to explore. This session shows some of the numerous time-saving tools and features that often go unused by spreadsheet creators. People that wish to become more efficient when using Excel should take this session! 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:

• The power of keyboard shortcuts
• Oft used features with more capability than meets the eye
• New helpful features

Note:
This session is taught using Hands-On methodology. We provide practice files that tie to the examples in the course materials so participants can undertake all the steps in unison with the instructor.

Who will benefit:

Accounting and other business professionals that work in Excel who want to become more efficient with the application.

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

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.

If you use Outlook to process your email, you are likely spending a substantial part of your day processing incoming email messages. This course is designed to show you a multitude of tips and tricks to reduce time spent processing emails. We will cover every feature available in Outlook to streamline and automate your email processing. 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:

• Orientation to the Outlook interface and navigation
  
• Customizing your inbox display to meet your preferences
  
• Using folders to organize your messages
  
• Using QuickSteps and Rules to automate the processing of inbound emails
  
• Tools for deleting and archiving your emails
  
• Managing your junk mail settings
  
• Understanding all email option settings
  

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.

Cybersecurity protection is one of the most important responsibilities of every CPA professional to protect the confidentiality of sensitive client information. While there are many aspects of cybersecurity that need to be addressed, the biggest vulnerability to protect against is unauthorized access to your application login credentials. Once your login credentials are breached, the cybercriminal essentially has the keys to your data kingdom. John Higgins, a national leader in the CPA technology, will demonstrate the ease with which you can protect all of your login credentials with maximum security with minimal expense. You will leave this course prepared to deploy this state of the art security tool in your organization. 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:

• Introduction to the world of password management apps and what makes them so secure
• Review and demonstration of top selling password management apps
• Software features that will be reviewed
  • Password generation
  • Emergency user access
  • Entity vs. individual password management
  • Desktop vs. cloud based
  • Multi device synchronization
  • PII (personally identifiable information) forms filler
  • Credit card storage
  • Digital data vault

Who will benefit:

Anyone wants to improve the protection of their login credentials and make password management an easier task to deal with.

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