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 about critical IT-related controls using a case study approach with stories which are all new for 2020. More specifically, you will learn from real-world examples …

Tech Update – A 2020 Vision

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 products work to make this practical? This session has the breadth, depth, and recommendations to help you understand what is in the market and what is working …

Integrating and Sharing Data

Williamsburg Lodge 310 South England Street, Williamsburg

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 to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data. Conquering your data can help improve efficiency, effectiveness, …

Mastering Advanced Excel Functions and Formulas

Williamsburg Lodge 310 South England Street, Williamsburg

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 productivity by introducing you to powerful and timesaving, but little used, Excel functions. If you want to improve your knowledge and efficiency with Excel, this …

Advanced Topics in Power BI

Williamsburg Lodge 310 South England Street, Williamsburg

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 session, you will learn how to extend your Power BI environment by incorporating tools such as Data Analysis Expressions, Key Performance Indicators, Hierarchies, and Apps …

Understanding Workflow and Automation Essentials

Williamsburg Lodge 310 South England Street, Williamsburg

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 to setup workflow processes properly. You will also learn about a variety of tools that you can use to achieve automated workflow. We’ll review Zoho …