CPE & Event Catalog
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features and standalone tools. Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services. Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
An Introduction to AI and ChatGPT for CPAs WEBCAST
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Your Desk
1.0 Credits
The background of OpenAI and ChatGPT. Prompt Engineering. Using ChatGPT to find CPA-related answers. Practical strategies for keeping up with AI.
Power BI - Analyze Your Data With Excel Pivot Tables WEBINAR
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Your Desk
4.0 Credits
The advantages of PivotTable for Data Analysis. Step-by-Step PivotTable creation. Creating Pivot Charts.
Excel - Advanced Formatting to Improve Your Spreadsheets WEBINAR
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Your Desk
2.0 Credits
Customizing cell formatting and cell styles. Using number and custom number formatting. Using Conditional Formatting to format cells based upon a defined criteria. Protecting a worksheet and workbook to prevent changes.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features and standalone tools. Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services. Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Managing with a CEO Mentality WEBINAR
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Your Desk
1.0 Credits
Developing a CEO Mindset: Sharrin will discuss how to cultivate the mindset necessary for effective leadership, emphasizing the qualities and thought processes that define successful CEOs. Strategic Thinking: The session will cover how to think strategically, which is crucial for making decisions that benefit the long-term objectives of an organization. Decision Making: Sharrin will share insights into making informed decisions that align with a company's goals, ensuring that each choice contributes to the bigger picture. Inspiring and Motivating Teams: Leadership is as much about leading people as it is about managing business operations. Sharrin will provide techniques for inspiring teams, motivating them towards common goals, and fostering a positive work environment. Fostering a Culture of Accountability: Understanding how to create a culture where everyone takes responsibility for their actions and contributions is vital. Driving High Performance: Lastly, Sharrin will share strategies to drive high performance in organizations, ensuring that both leaders and their teams are operating at their best.
Member Exclusive: The Art of Constructive Feedback WEBINAR
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Your Desk
1.0 Credits
Constructive feedback.
Performance Management in Challenging Times WEBINAR
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Your Desk
2.0 Credits
Building trust. Providing valuable feedback. Techniques for active listening.
Power BI - Analyze Your Data With Excel Pivot Tables WEBINAR
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Your Desk
4.0 Credits
The advantages of PivotTable for Data Analysis. Step-by-Step PivotTable creation. Creating Pivot Charts.
Power BI - Prepare Your Data Efficiently for Excel Analysis WEBCAST
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Your Desk
2.0 Credits
Getting data into the correct structure. Data sources that you can access. Working with multiple tables and data sources. Steps to import data for analysis. Introduction to Power Query and Get and Transform.
Get started with Power BI WEBINAR
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Your Desk
2.0 Credits
Overview of the Power BI Tools: Introduction to the Power BI ecosystem, including Excel's Power BI features and standalone tools. Tour of the Tools: Introduction to the interfaces of Power Pivot, Power Query, Power BI Desktop and Power BI Services. Comparative Analysis: Understand the strengths and limitations of Excel's Power BI features versus standalone Power BI tools. Strategic decision-making on when to use each tool for optimal efficiency and accuracy in data analysis tasks.
Power BI - Create Excel Dashboards for Maximum Impact WEBCAST
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Your Desk
2.0 Credits
Dashboard design guidelines. Using Excel features to create visuals. Using visuals to create dashboards. Introduce new Power BI tools that enhance visual and dashboard creation.
Mastering the Excel Lookup Functions WEBINAR
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Your Desk
2.0 Credits
A review of the various lookup functions, beyond VLOOKUP. Learn which lookup works best for your situation. How to apply the many lookup functions. Discover advanced lookup techniques like nested lookups, approximate matching, and handling errors effectively.
2024 Advanced Excel: Hidden Secrets and Gems WEBCAST
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Your Desk
2.0 Credits
Awareness of advanced functions. Creative methods for data manipulation. Real-life examples of innovative ways to analyze and report data with Excel. Using Excel to perform e-mail merges. Many other functions and techniques that inspire you to continue exploring the depths of Excel and its seemingly bottomless toolbox.
Achieving Balance in Work and Life - Part 2 WEBCAST
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Your Desk
4.0 Credits
Why we get off balance and how to overcome those tendencies. Methods that turbo charge motivation, health, and happiness. The power of culture and friends to affect our lives. The importance of clear intention in order to effect change that lasts.
Advanced Excel Formulas And Functions FLEXCAST
Available Until
Your Desk
2.0 Credits
New functions in Excel such as TEXTJOIN, IFS, and SWITCH. Working with CUBE functions and Data Models. Extracting data from PivotTables with the GETPIVOTDATA function. Summarizing data with the SUBTOTAL and AGGREGATE functions. Creating reports using EOMONTH, INDIRECT, and SUMIFS. Working with Excel's primary date-oriented functions.
Advanced QuickBooks Tips and Techniques FLEXCAST
Available Until
Your Desk
4.0 Credits
Exchanging and working with QuickBooks data. Advanced reporting issues. Managing inventory with QuickBooks.
Excel Charting and Visualization FLEXCAST
Available Until
Your Desk
4.0 Credits
Fundamentals of effective visualizations. Creating visualizations in excel. Beyond the basics for more effective visualizations and communication.
Excel Macros ON DEMAND
Available Until
Your Desk
2.0 Credits
Macro recorder. Visual basic editor. Quick access toolbar.
Excel Power User Module 10: Getting, Preparing and Summarizing Data ON DEMAND
Available Until
Your Desk
2.0 Credits
External data. Text files. Data preparation. Accounting system data. Getting graphics.
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The Washington Society of CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of group-live and group-internet-based continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org