CPE Today
Season 1
Episodes
Tuesday May 25, 2021
All About Adobe Acrobat! - Part 1
Tuesday May 25, 2021
Tuesday May 25, 2021
With the introduction of Adobe Acrobat DC, Adobe changed the game on how we work with PDF documents. More than just “another new software version,” Acrobat DC offers many new outstanding productivity features of which you will want to take advantage of. Included is the ability to collect and send documents for e-signatures, fill and sign forms on mobile devices, and collaborate with other users through the Cloud. Features such as these, coupled with significant changes in licensing, mean that Acrobat DC is a substantially different product than its predecessors. Join us in this session to learn how to take advantage of all that Acrobat DC has to offer.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/aaa1/. 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.
Tuesday May 18, 2021
Tuesday May 18, 2021
Disaster can come in many forms, from a flood to a data breach, to the death of a critical member of your team. When a disaster happens, it is never at a convenient time. It doesn't matter if it is holidays, right before your vacation, or at the end of a grueling busy season. It just happens and you're left to pick up the pieces. The first 24 hours of a disaster are the most critical. How are you going to get back online? How are you going to organize a safe work environment for your staff? How are you going to communicate what has occurred and what you are doing to resolve it to your stakeholders? An organization that is without its data or communications for a prolonged period has a significant risk of going out of business. Every minute of downtime is lost productivity, a missed deadline, or a forfeited opportunity. It isn't a matter of if a disaster occurs, but when it does occur how you will respond.
This course will discuss a wide range of disasters from acts of God to man-made calamities, including data breaches and employee maleficence. It offers insight into the major risks, their causes, methods for mitigation of risks, and recommendations for resolution. It will have a detailed discussion on how using technology effectively can help minimize and hedge business risk and ensure continuity of operations. It will examine best practices for data security, the use of hot/cold sites, how to ensure that data is properly backed up, utilizing the Cloud for enhanced redundancy, and more. It is a good course for any organization that is concerned about the continuity of operations and surviving a disaster.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/drb3/. 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.
Tuesday May 18, 2021
Excel's Best New Features - Part 1
Tuesday May 18, 2021
Tuesday May 18, 2021
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/exb1/. 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.
Tuesday May 11, 2021
The How’s And Why’s Of Creating User-Defined Functions In Excel - Part 2
Tuesday May 11, 2021
Tuesday May 11, 2021
With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve these shortcomings, you can create User Defined Functions (UDFs). UDFs provide you with the opportunity to create functions for use in any of your formulas and automate your most complex calculations. Join us to learn how to put the power of UDFs to work to simplify and automate even your most complex calculations.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/udf2/. 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.
Tuesday May 04, 2021
Excel Pivot Tables For Accountants and Financial Professionals Part - 2
Tuesday May 04, 2021
Tuesday May 04, 2021
PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their daily activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then make plans to participate in this course.
In this program, you will learn how to build PivotTables, how to group data inside PivotTables, and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques. Some of these techniques will include consolidating data with PivotTables and linking data from external data sources into PivotTables. Additionally, you will learn how to take advantage of many other features associated with PivotTables. Among them are Slicers, Power Query, and Power Pivot. At the end of the day, you will be a master of Excel PivotTables!
If you have been leery of working with PivotTables or have struggled to realize their many benefits, this course is for you. With a little information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables in no time at all. And with just a little practice, you will be able to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/pvt2/. 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.
Tuesday May 04, 2021
Power BI For Financial Professionals - Part 2
Tuesday May 04, 2021
Tuesday May 04, 2021
In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
This course is going to specifically look at data import methods within Power BI, including using static and dynamic data sources. Additionally, we will look at doing custom calculations inside Power BI using DAX. Using DAX, we can display custom information is calculated columns and measures.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/pbi2/. 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.
Wednesday Apr 28, 2021
Critical Tips for Avoiding Identity Theft & Data Breaches - Part 2
Wednesday Apr 28, 2021
Wednesday Apr 28, 2021
This course will examine the major causes, factors, and outcomes of identity theft and organizational security breaches. Participants will be presented with current examples from a wide range of industries and attack types. This course will show participants how to identify when theft occurs, what information is most at risk, where the stolen information is used, and best practices on how to prevent it from occurring. This course is recommended for anybody concerned about their online safety and responsible for safeguarding their organizational data.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/idt2/. 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.
Sunday Apr 18, 2021
The Hottest Tech Tools and Services To Increase Productivity - Part 1
Sunday Apr 18, 2021
Sunday Apr 18, 2021
Technology is changing at an incredible pace and new apps, services, and tools constantly emerge. These tools can have an incredible impact on our business and personal lives. This course identifies the latest and best tools, apps, and services out there and why you should consider utilizing them. It’s a great hits list of the best tools which can help improve your efficiency and effectiveness. It will discuss desktop applications, mobile apps, cloud services, and more. It will give the attendee a good understanding of the best technology currently available.
The main topics of this course include the best useful products for business, communication and collaboration tools, major business productivity platforms, tools for automation, plugins for your Internet browser, today's best mobile apps, and more. Attend this session and you will receive a bundle of new technology ideas to consider implementing.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/hot1/. 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.
Tuesday Apr 13, 2021
Excel Tables A Not So Hidden Feature Which Will Save You Time - Part 3
Tuesday Apr 13, 2021
Tuesday Apr 13, 2021
To efficiently manage, analyze, and reporting Excel, you need more than traditional ranges of data – you need tables and data models! Two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed.
Far more than just a formatting tool, tables should revolutionize how you work with data in Excel, including serving as dynamically resizing ranges of data, providing a simplified means of writing formulas, and facilitating quick and easy sorting of large volumes of data. Couple tables with data models – a means of joining, or relating, two or more tables together – and you have the recipe for unparalleled efficiency when managing, analyzing, and reporting with Excel, even if your source data lies in other data sources! You do not want to miss this chance to learn how to harness the power of these tools by participating in this program!
In this episode we take a detailed look at sorting and filtering data effectively using tables. We'll examine just about every way possible to slice and dice your data!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/exc3/. 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.
Thursday Apr 08, 2021
Getting Ahead of the Emerging Technology Curve - Part 1
Thursday Apr 08, 2021
Thursday Apr 08, 2021
Unlike mainstream technologies in use in businesses every day, there are upcoming technologies which have the potential to drastically change how we work, live, and play in the years ahead. New and upcoming technologies such as blockchain, cryptocurrency, big data, artificial intelligence, and machine learning all offer great potential, just as the advent of the personal computer did some four decades ago. This session will cover an assortment of technologies which are nearing mainstream adoption and help you understand what they do, how they work, as well as some of the potential risks and rewards they offer potential users, particularly in business environments.
In this course, you will learn the basics of blockchain, cryptocurrency, big data, artificial intelligence, and machine learning. You will also learn about the anticipated uses, benefits, risks, and threats posed to legacy businesses by these innovative, yet disruptive platforms. Now is the time to prepare for the future by learning about these technologies and how they will impact and potentially disrupt current business practices.
This course is going to focus on the technology and real-world applications of blockchain, cryptocurrency, big data, and artificial intelligence. It will not discuss the tax, legal, or ethical impact of these technologies. This course is ideal for financial professionals that are looking to build working knowledge on these topics and find useful ways of applying them to their organizations.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ect1/. 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.