CPE & Event Catalog
Digging Deep with Excel Pivot Tables WEBCAST
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Your Desk
1.0 Credits
Data preparation and cleansing. Pivot table creation. Pivot table customization. Navigating Excel's PivotTable Analyze tab.
Dashboard and Report Design Principles Using Excel WEBCAST
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Your Desk
4.0 Credits
Principles of visual design for dashboards and reports. Chart design for rapid understanding. Table design for efficiency. Effective use of commentary. Strategic layout techniques. Trend analysis methods. Developing organizational design standards. Excel application techniques. Critical review skills. Best practices for data presentation.
K2'S Eight Awesome PivotTable Features WEBCAST
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Your Desk
2.0 Credits
Adding user-defined calculations to PivotTables. Enhancing PivotTables with Key Performance Indicators. Using PivotTables to consolidate standard Excel reports. Creative ways to filter PivotTables. Linking accounting software data into PivotTables.
Excel Tips & Tricks for the Non-Accountant WEBCAST
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Your Desk
2.0 Credits
Understanding the workbook and worksheet environment. Obtaining and utilizing data. Editing and formatting. The Insert Menu. The Page Layout Menu. The View Menu. Selecting and using formulas. Shortcuts and tricks.
PowerPoint: Tips & Tricks for Today's Accountant WEBCAST
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Your Desk
2.0 Credits
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.
K2's Advanced Excel WEBCAST
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Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.
K2'S Artificial Intelligence For Accounting And Financial Professionals WEBCAST
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Your Desk
4.5 Credits
Exploring AI applications in accounting and finance. Understanding AI features in everyday tools. Embracing the future: AI's impact on finance and accounting.
K2's Data Analytics for Accountants and Auditors WEBCAST
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Your Desk
4.0 Credits
Understanding the importance of data analytics in modern business environments. Generating and interpreting data analytics using everyday applications such as Microsoft Office Excel and Microsoft's Power BI platform. Using regression analysis to create and validate forecasts and projections.
Multistate Taxation - Issues and Planning Opportunities WEBCAST
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Your Desk
8.0 Credits
Multistate business activities. Nexus and implications. State taxable income. Business-related issues. Formulas and their application. Audit defense strategies. State specific regulations. Choice of business entity. Interstate commerce clauses. Domicile in relation to state death taxation.
Excelling at Excel: Tips, Tricks and Updates WEBCAST
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Your Desk
2.0 Credits
Excel version differences and compatibility. Customize Excel so it works the way you work. Learn new shortcuts to work quicker. Learn some of the newer formulas to streamline your spreadsheets. Take on tables & a powerful tool for data analysis.
K2's Excel Tips, Tricks, and Techniques for Accountants WEBCAST
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Your Desk
8.0 Credits
Fundamental Excel techniques all accounting and financial professionals should know and use. Creating date-based calculations in Excel. How to create Excel templates. Key options you should enable in Excel. Linking data in Excel.
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts WEBCAST
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Your Desk
2.0 Credits
Review the basic concepts of fiduciary duty. Review the basic concepts of fiduciary accounting. Use of a diagram to distinguish income and principal. Calculating fiduciary accounting income requirements of a simple trust. Problem example spreadsheets reflecting fiduciary accounting and taxation of simple trusts as well as how depreciation is handled by a fiduciary entity. Problem examples reflecting a completed form 1041 using spreadsheet calculations for fiduciary accounting and taxation of simple trusts.
K2's CPA Firm Update WEBCAST
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Your Desk
2.0 Credits
Emerging trends like changes in client expectations, supplier strategies, and competitive dynamics. AI and advanced software innovations with tailored solutions for service lines like tax, audit, advisory, and niche industries. Next-gen automation tools, including the role of machine learning, RPA, and advanced analytics in streamlining operations. Optimal technology stacks to enhance firm productivity, efficiency, and profitability. Cybersecurity advancements. Proactive approaches to safeguarding client and firm data.
Excelling at Excel: The Magic of Power Query WEBCAST
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Your Desk
2.0 Credits
Intro to Power Query and how to get started. Examples of data clean up using Power Query. Combining workbooks and files with Power Query.
K2's Harnessing ChatGPT - Unlocking Professional Efficiency WEBCAST
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Your Desk
1.0 Credits
Leveraging prompt engineering in ChatGPT for various accounting tasks. Exploring the applications and limitations of ChatGPT in accounting. Empowering efficiency for everyday accounting tasks.
K2's Business Intelligence, Featuring Microsoft's Power BI Tools WEBCAST
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Your Desk
8.0 Credits
The importance of Business Intelligence in today's business climate. Differentiating between Power BI licensing options. A hands-on approach to creating effective Power BI reports and dashboards.
Common Sense CFO: Crisis Management, Innovation, and Other Expectations Put on CFOs WEBCAST
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Your Desk
2.0 Credits
Championing the role of innovation in the workplace. Crisis management. The roles we take on and differences between the roles we are assigned. Current and future trends and expectations for financial leaders and CFOs. Top ten crucial skills for 2035 from the Far Side's wisdom.
Excel Tips & Tricks for the Non-Accountant WEBCAST
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Your Desk
2.0 Credits
Understanding the workbook and worksheet environment. Obtaining and utilizing data. Editing and formatting. The Insert Menu. The Page Layout Menu. The View Menu. Selecting and using formulas. Shortcuts and tricks.
Multistate Taxation - Issues and Planning Opportunities WEBCAST
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Your Desk
8.0 Credits
Multistate business activities. Nexus and implications. State taxable income. Business-related issues. Formulas and their application. Audit defense strategies. State specific regulations. Choice of business entity. Interstate commerce clauses. Domicile in relation to state death taxation.
K2's Advanced Excel WEBCAST
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Your Desk
8.0 Credits
Collaboration and security techniques. Tables, data models, and PivotTables. Advanced formulas. Data queries. Creating effective visualizations.