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Technology-Focused Continuing Professional Education

K2's Technology Trends and Productivity Tools

Course Description

Windows 10, Microsoft Office 2016, PDF documents, security issues and solutions, mobile devices, emerging technologies, and more – this course has it all! If you need to stay on top of the major technologies that affect today’s professional, along with the emerging technologies that will affect you in the future, you can’t afford to miss this event. In this fast moving session, you will learn about which tools belong on your technology roadmap and which you should avoid. You will also learn specific strategies for implementing key technologies, which upgrades you should consider, and, perhaps most importantly, you will learn how to maximize your return on your investment in technology.

Designed for business professionals, not information technology professionals, in this program you will learn the major trends in hardware, software, and services and how to utilize these tools to meet organizational objectives. More than just a seminar on the latest computers, you will learn about the full spectrum of practical technology available to you and your team along with how to implement these tools to realize maximum ROI.

Technology has never been better, so join us in this session to learn how to take full advantage of the tools available to you.

Course Information

CPE credit: Recommended for 8 hours Computer Software and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files

Prerequisites: None

Program level: Update

Advance preparation: None

Who should attend: Accounting, financial, and other business professionals seeking an update of relevant technology

Learning Objectives

Upon completing this course, you should be able to:

  • Identify and implement relevant new features in Windows 10 and Microsoft Office 2016, determine if and when you should upgrade to one or both of these tools, and develop an optimal upgrade strategy
  • List critical security issues facing businesses and individuals and identify and implement practical solutions for addressing these risks
  • Identify the risks associated with mobile devices and develop a strategy for managing phones and tablets
  • Evaluate emerging technologies such as virtualization and biometrics for practical applications in everyday business settings
  • Determine which mobile apps provide needed functionality and features in business settings
  • Create a strategy for accessing critical documents from any device with an Internet connection
  • Evaluate competing Cloud Computing options to determine to what extent, if any, your organization should migrate to the Cloud

 

K2's Preventing and Detecting Fraud

Course Description

Fraud continues to plague businesses of all sizes, with 5% to 10% of gross revenues walking out the door every year. Based on these numbers, all organizations need to double-down on their anti-fraud efforts and look for innovative ways to prevent and detect fraud. In this program, you'll learn practical approaches for doing precisely that.

To be effective at reducing fraud losses, you'll need to understand the types of frauds that are common in today's climate and who is committing them; the first section of this program focuses specifically on that topic. With this understanding in place, you'll then learn innovative techniques for preventing and detecting fraud, including the importance of practical anti-fraud internal controls, the need for sound policies, and, perhaps most importantly, specific tools and techniques for analyzing your data in real-time to identify potentially fraudulent transactions. Throughout this session, the focus will remain on real-world examples and best practices for reducing fraud losses and reclaiming lost revenues. You don't want to miss this unique opportunity to learn practical techniques for stamping out fraud losses!

Course Information

CPE credit: Recommended for 8 hours Computer Software and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files. 

Prerequisites: Basic understanding of computer operations

Program level: Intermediate

Advance preparation: None

Who should attend: Accounting, financial, and other business professionals seeking to mitigate the threat of fraud in their businesses or in those run by clients

Learning Objectives

Upon completing this course, you should be able to:

  • Identify the most common frauds impacting businesses today and the median loss associated with each of these fraud schemes
  • Describe the characteristics of those who are most likely to commit fraud
  • Develop and implement effective general controls to mitigate the instances of fraud within an organization
  • Create effective analyses of data using common desktop tools such as Excel and Access to identify transactions that may indicate fraud
  • Implement effective internal controls within accounting software applications to limit an organization's exposure to fraud

 

K2's Excel Tables and Data Models - Efficiently Managing, Analyzing & Reporting Your Data

Course Description

To efficiently manage, analyze, and report in 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 re-sizing 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!

Course Information

CPE credit: Recommended for 2 hours Accounting and 2 hours Information Technology

Instructional delivery method: Group-live demo and discussion – laptop friendly, with access to demonstration files. Program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.

Prerequisites: Fundamental knowledge of Microsoft Office Excel

Program level: Advanced

Advance preparation: None

Who should attend: Accounting and business professionals who use Excel 2013 and Excel 2016 and are seeking to manage, analyze, and report data more efficiently using Excel

Learning Objectives

Upon completing this course, you should be able to:

  • List the key features and advantages of working with tables and data models
  • Create tables and data models in Excel,
  • Construct formulas in tables using Structured References, including formulas that refer to tables in other worksheets and workbooks
  • Use tables as automatic re-sizing data sources for other objects, including PivotTables and PivotCharts
  • Sort and filter data in tables, including applying Slicer filters\
  • Generate financial reports and data analyses – including PivotTables – which reference information from tables and data models and update dynamically

 

K2's Excel Essentials for the Busy Professional

Course Description

Let this be the year that you learn how to take advantage of Excel's best features for busy professionals. Tables, conditional formatting, interactive charting, multi-condition formulas, lookup functions, and formatting shortcuts are all examples of techniques that you should be using to get better results in less time with Excel. If you're not using all of these features, or if you are unsure if you are taking full advantage of these features, you should make plans now to participate in this laptop-friendly session to boost your Excel skills.

In this program, you'll learn about each of the techniques listed above, along with countless others, to improve your efficiency and effectiveness with Excel, the busy professional's tool of choice. More than just an Excel tips session, you'll learn by working through relevant examples and case studies that will show you the real-world applications of each of the topics covered. By the end of the course, you'll be a master of essential Excel features, functions, and techniques that boost your productivity, save you time, and increase the accuracy of the Excel spreadsheets you prepare.

Course Information

CPE credit: Recommended for 8 hours Computer Software and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files.  Program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.

Prerequisites: Good working knowledge of Microsoft Excel

Program level: Intermediate

Advance preparation: None

Who should attend:  Accountants and business professionals who want to use Excel more efficiently and effectively

Learning Objectives

Upon completing this course, you should be able to:

  • Identify how to create presentation-quality Excel-based reports quickly by using templates and applying formatting shortcuts.
  • Implement Tables as dynamically resizing data ranges and build reports that use Tables as mini-databases in Excel.
  • Prepare dynamic charts that allow end-users to filter the data on the fly.
  • Utilize Excel's VLOOKUP, HLOOKUP, and CHOOSE functions to find exact data points and work with Excel's Fuzzy Lookup add-in to create approximate matches of data.
  • Create formulas that evaluate multiple conditions before summarizing data.
  • Apply Conditional Formatting to assist in analyzing data.\
  • Identify how to track multiple versions of a spreadsheet using Excel's Scenario Manager feature.

 

 

K2's Excel PivotTables for Accountants

Course Description

PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then you should make time to participate in this course. In this program, you will learn how to build PivotTables, how to group data inside PivotTables – including grouping options for fiscal periods – and how to create user-defined calculations in your PivotTables.  You will also learn advanced PivotTable techniques, including how to build PivotTables that are dynamically connected to external databases and financial accounting systems. 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 to analyze and report on very large data sets in a fraction of the time you are spending presently to complete such tasks.

Course Information

CPE credit: Recommended for 2 hours Accounting and 2 hours Computer Software and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection – laptop friendly, with access to demonstration files. Program focuses on Excel for Windows, but many of the features can be found in Excel for Mac.

Prerequisites: Fundamental understanding of Microsoft Office Excel 2007 or newer

Program level: Advanced

Advance preparation: None

Who should attend: Accounting and financial professionals who want to use the power of Excel PivotTables to analyze and summarize data

Learning Objectives

Upon completing this course, you should be able to:

  • Identify the six main elements of a PivotTable report and their use when creating PivotTables
  • Create PivotTables and manipulate data in PivotTables using grouping techniques, modified Field Settings, user-defined calculations, and sorting and filtering options
  • Import and link data from external data sources into PivotTables; additionally, use Tables and Data Models as data sources for PivotTables
  • Apply specific PivotTable techniques to solve problems in areas of PivotTable formatting, creating multiple PivotTables from a single data source, grouping PivotTable data into fiscal reporting periods, and keeping PivotTable row order intact

 

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CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS