Tech Update and Best Practices

The Francis Marion Hotel 387 King Street, Charleston

Course DescriptionThere’s no doubt that the pace of change associated with technology continues to accelerate! Given that, it’s imperative that we keep up with what’s new and how it can …

Better Financial and Operational Reporting with Excel

The Francis Marion Hotel 387 King Street, Charleston

Course DescriptionFinancial and operational reporting continues to consume too much time because most accounting and financial professionals are not taking advantage of the modern tools available in Excel. These tools …

Tech Update – A 2020 Vision

Embassy Suites Jackson - North/Ridgeland - MS 200 Township Place, Ridgeland

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 …

Integrating and Sharing Data

Embassy Suites Jackson - North/Ridgeland - MS 200 Township Place, Ridgeland

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 …

Mastering Advanced Excel Functions and Formulas

Embassy Suites Jackson - North/Ridgeland - MS 200 Township Place, Ridgeland

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 …

Transforming Your CPA Firm

Embassy Suites Jackson - North/Ridgeland - MS 200 Township Place, Ridgeland

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 …