Transforming Your CPA Firm

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

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

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

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

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 …

Better Financial and Operational Reporting with Excel

Harrah's Lake Tahoe 15 Highway 50, Stateline

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 …

The Very Real Risk of Ransomware

Course DescriptionOver the past two years, ransomware has surged as a major threat to individuals and organizations of all sizes. To illustrate the threat ransomware is, its’ annual cost to …

Understanding Workflow and Automation Essentials

Course DescriptionProper workflow optimizes a business for profitability. Once your workflow is optimized you can automate it with a variety of software tools. In this session, you will learn how …

Advanced Topics in Power BI

Course DescriptionSo, you’ve been using Power BI to create fundamental reports and dashboards and now you’re ready for even more advanced reporting…if so, this session is for you. In this …