Seminar In-Depth

Course Description

How good are you with the technology you use daily?  What new technology tools are available that could save you time and make you more effective?  Technology continues to accelerate rapidly, and CPAs need to keep pace. This course is designed for those who are not information technology (IT) experts, but who need an update of their base- knowledge level to serve their companies and/or clients more efficiently and effectively. 

In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software, operating systems (including Windows 7 and what it means for you), and peripheral devices. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends.  Examples include the latest Excel features, working with PDF files, and security and privacy issues related to IT are also included along with tips to improve the overall performance of your IT investment.

Throughout the entire course, significant amounts of time are invested to demonstrate practical applications of the latest tools that provide CPAs in all disciplines with the information they need to harness the power of technology, both now and in the future. Register now for this “don’t miss” opportunity to get the skills you need to enhance the value of your IT investment.

“One of the best IT courses offered.” R.O., CPA MS

“Extraordinary amount of information and resources provided – very good seminar.” A.M., CPA NJ

Course Information

CPE Credit: Recommended for 8 hours Specialized Knowledge and Applications

Instructional delivery method: Group-live demo and discussion using color computer projection – NOT a hands-on course

Prerequisites: None

Program level: Basic

Advanced preparation: None

Designed for: Accountants who need a more information to better understand IT systems

Who should attend: Accountants in public practice or industry who use information technology and/or are responsible for managing information technology for their firms, clients or companies

Course Highlights

• Identify key hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
• Describe key features in Office 2010 and how to apply them, including Tables, IFERROR, Sparklines, Conditional Formatting, PowerPivot, and Slicer in Excel; Conversation View and Social Connectors in Outlook; and Screenshots and Quick Parts in Word
• Describe key features found in Adobe Acrobat for working with Portable Document Files, including Commenting, Reorganizing PDFs, Securing PDFs and Integrating PDF Forms with QuickBooks
• Identify key security and privacy issues facing accountants, including practical tools and techniques for mitigating risk such as Encrypting Data and Disks, Password Policies, and Portals

Dates & Locations