Tech Update – A 2020 Vision

Crowne Plaza Charlotte Executive Park 5700 Westpark Drive, Charlotte

Course DescriptionYou know where technology has been, but where is it headed? What technologies are coming that would be useful to you and to your company? You’ve heard about 5G, WiFi6, and collaboration, but what …

NC Summer Techfest

Crowne Plaza Charlotte Executive Park 5700 Westpark Drive, Charlotte

K2’s Advanced Excel Data Magic – Managing, Analyzing, and Reporting

Harrah's Atlantic City 777 Harrah's Blvd, Atlantic City

Course DescriptionWith tools such as Data Models, Power Query, and Power Pivot, today’s versions of Excel offer unparalleled opportunities to move beyond traditional reporting techniques. If you are interested in …

Integrating and Sharing Data

Crowne Plaza Charlotte Executive Park 5700 Westpark Drive, Charlotte

Course DescriptionThe number of apps, services, platforms, etc. that we use increases every year. The amount of data we collect and process is expanding at an exponential rate. There is a need …

Transforming Your CPA Firm

Crowne Plaza Charlotte Executive Park 5700 Westpark Drive, Charlotte

Course DescriptionCPA firms are going through significant regulatory and technology changes. Do you want your firm to be transformed or to lag? What is the impact of the cloud, niche verticalization, software upgrades, and client demands on …

Mastering Advanced Excel Functions and Formulas

Crowne Plaza Charlotte Executive Park 5700 Westpark Drive, Charlotte

Course DescriptionExcel now has approximately 500 functions, many of which are unused by most accounting and finance professionals. This two-hour session will put you on the path to improved Excel …

Technoethics

Crowne Plaza Charlotte Executive Park 5700 Westpark Drive, Charlotte

Course DescriptionFrom the dawn of the Digital Age, ethical issues – with no easy solutions – have existed. These include questions relating to privacy, workers’ rights, and intellectual property. And, …

Improving Productivity with Office 365 Cloud Applications

Crowne Plaza Charlotte Executive Park 5700 Westpark Drive, Charlotte

Course DescriptionMany Office 365 subscriptions include powerful cloud services for improving productivity. Foundational services, such as SharePoint, OneDrive, and Outlook, are joined by other powerful tools such as Teams, Planner, …

Current Tech Crimes – Ripped from the Headlines

Crowne Plaza Charlotte Executive Park 5700 Westpark Drive, Charlotte

Course DescriptionSecurity is a top concern for CPAs every year. Yet many hacks result from organizations not implementing effective internal controls over information technology. In this session, you will learn …