Season 1

Where is your data? Do you have it controlled and backed up? If all your data is in the cloud, how do you verify that the backup recovery is rapid? If your data is in various silos from your application providers, how do you make sure you have the protection and disposal approaches needed?
This session will help you understand and guide your IT team and providers to take the right actions to protect your business. Backup considerations, including cloud, backup appliance, disaster recovery, and business continuity approaches, are included. If you are from the trust but verify the school of thought, this session will help you ask the right questions.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dbu1/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia NicholsGraphics By Flaticon.com and Unsplash.comMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

Strategic and tactical business planning contributes to short and long-term success. Your technology plan should follow your business plan. But what if your goals become disrupted in the short term, and these events have long-term effects. Think 9/11, smartphones, or COVID-19 and consider if things will go back to the way they were.
This session will consider the impact of remote work, security risks, collaboration tools, VOIP, and other tools your team require. How do we manage our various applications and meet our business plan goals? Attend this session to consider how technology planning works in the new normal.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/tep1/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia NicholsGraphics By Flaticon.com and istock.comMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

Remote access has evolved beyond anywhere, anytime, any device access to full-service remote support. Various tools help us work virtually, starting with hosting productivity applications. In this session, you will learn about supporting tools needed, too, including multi-factor authentication, VOIP telephony, video conferencing, document management systems, portals, and Microsoft 365. Learn about options from Self-Serve (DIY) to hosting to managed service provider options.Of course, the goal is to have all team members effectively work wherever they are with a full complement of tools. Attend this session to learn the best ways to make these technologies work.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/dhs1/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia NicholsGraphics By Flaticon.com and UpsplashMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

Microsoft Teams is one of the best additions to the Microsoft Office in years. Teams brings together functionality from SharePoint, OneDrive for Business, Skype for Business, other Office 365 apps such as Office Online, Planner, OneNote, and Power BI, and numerous third-party apps such as YouTube, Evernote, Zoho Desk, and ShareFile. In this session, you will learn how to use Microsoft Teams to organize workflows, communications, and facilitate document sharing for your workgroup, department, or organization. Regardless of the size of your team, having all information in one place and completely integrated with other Office applications can dramatically improve teamwork and performance. This webinar provides all the information necessary to get up and running with Microsoft Teams.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/10tm/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia NicholsGraphics By Flaticon.com and Upsplash.comMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

We could work with team members at all levels and in all locations with today's collaboration and meeting tools. While the COVID-19 pandemic may have been the trigger event that forced many to use these tools for the first time, we discovered the advantages and capabilities. Which tools make sense for your organization?
In this session, we will cover the leading meeting and collaboration tools. We will note the features and benefits of options available and will provide a comparison of critical items. We will also explain deployment and control considerations from a management perspective, citing questions you can pose to technical consultants. If you want to improve your team's productivity, this session will give you independent guidance.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/omc1/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia NicholsGraphics By Flaticon.com and Upsplash.comMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons. This session provides guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change them. You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/aa02/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia NicholsGraphics By Flaticon.com and Upsplash.comMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

Correctly implemented passwords help protect valuable information. Both the complexity and the number of passwords required have multiplied. Further, it has been shown that using the same password for multiple sites or easy to guess passwords enable bad actors. Password management tools have emerged as a leading option for enhancing security to address these challenges.
In this session, you will learn how password management tools can help you implement, update, and manage your passwords. You will also learn about the features of leading password management tools and why these tools are necessary to improve security. Finally, if you hope to implement a passwordless approach, we will spend time on the current options. If you are seeking to enhance security, this session is an absolute must!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/[[code]]/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia NicholsGraphics By Flaticon.com and Upsplash.comMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

CPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best Advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/cft2/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia NicholsGraphics By Flaticon.com and UpsplashMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away! 
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/exb2/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia NicholsGraphics By Flaticon.com and Upsplash.comMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

Managing Information Technology (IT) is difficult when team members, contractors, and others all sound alike. If you manage IT, wouldn't it be nice to know the questions that you should be asking? What do all of those crazy technology terms mean, anyway?  Join us in this session to learn the questions to ask your technology providers and how to identify the warning flags for suspicious responses. All aspects of IT are included, and the session materials can serve as a checklist for your discussions with your providers.  Attend this session and learn many of the things you need to know as you choose a guide for your journey through the world of technology.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/srt2/. Take a quick 5 question quiz and get your certificate today. Super Easy! 
Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)Produced by Alicia Nichols & Alanna RegalbutoGraphics By Flaticon.com and Upsplash.comMusic by Bensound.comEducation and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.