Shows
Western CPE Podcast NetworkTony & Damien’s Top 10: Damien’s Favorite Tax Case of 2022In Rogerson v. Commissioner, an aerospace entrepreneur grappled with the IRS about the status of passive activity losses generated from his two yachts. Tony and Damien analyze why the Tax Court sided with the IRS in its assertions regarding the "five of ten-year rule." This case study is part of a Self-Study Video Course available from Western CPE that can be purchased for CPE credit. Visit https://wcpe.co/podcast to get started.
2023-01-2033 minWestern CPE Podcast NetworkTony & Damien’s Top 10: Tony’s Favorite Tax Case of 2022Hoops LP v. Commissioner involves the former owner of the NBA's Memphis Grizzlies, who attempted to claim over $10 million in tax deductions for accrued but unpaid deferred compensation to two NBA players. Tony and Damien discuss what this means for business sellers and tax professionals. This case study is part of a Self-Study Video Course available from Western CPE that can be purchased for CPE credit. Visit https://wcpe.co/podcast to get started.
2023-01-1924 minWestern CPE Podcast NetworkTop 10 Tax Cases of 2022 with Tony Nitti and Damien MartinTax cases and guidance can provide a key to unlocking a deep understanding of the tax law for tax professionals and also help them better serve clients in planning and structuring transactions. Join Tony Nitti and Damien Martin for their fourth annual conversational exploration of key lessons from Tony’s top ten cases of the 2022.
These case studies are available as a Self-Study Video Course from Western CPE that can be purchased for CPE credit. Visit https://wcpe.co/episode/321820 to get started.
Here’s an overview of what they cover:
Rogerson v. Commissioner (T.C. Memo 2022-49): Tax Court sided...
2023-01-193h 20
Western CPE Podcast NetworkWelcome to the Wild West[ern] PodcastWho are we? Well, we’re The Western CPE Podcast Network. As a leader and innovator in the CPE industry, we enjoy finding new ways to bring you the tax, accounting, and finance content you need and want. So, we’re kicking off our podcast launch with a very special collaboration! Get ready for the Top 10 Tax Cases of 2022 with Damien Martin & Tony Nitti!
2023-01-1300 min
CPE TodayProductivity Tips and Tricks - Part 2The world of work changed radically and became much more virtual after the pandemic's onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credit...
2023-01-0650 min
CPE TodayProductivity Tips and Tricks - Part 1The world of work changed radically and became much more virtual after the pandemic's onset in 2020. Over two years into the “new normal,” our team has compiled a list of the top technology productivity tips, tricks, and traps. In this session, you will learn about shortcuts and hacks to help you accomplish more in Excel, Teams, Outlook, virtual meetings, and many other applications you use every day. Attend this session and learn the best tips to help you and your team accomplish more in less time.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credit...
2023-01-0350 min
CPE TodayBusiness Intelligence Featuring Microsoft’s Power BI Tools - Part 8 of 8In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to imp...
2022-12-2750 min
CPE TodayBusiness Intelligence Featuring Microsoft’s Power BI Tools - Part 7 of 8In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to imp...
2022-12-2352 min
CPE TodayBusiness Intelligence Featuring Microsoft’s Power BI Tools - Part 6 of 8In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to...
2022-12-2051 min
CPE TodayBusiness Intelligence Featuring Microsoft’s Power BI Tools - Part 5 of 8In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to...
2022-12-1652 min
CPE TodayBusiness Intelligence Featuring Microsoft’s Power BI Tools - Part 4 of 8In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to implem...
2022-12-151h 00
CPE TodayBusiness Intelligence Featuring Microsoft’s Power BI Tools - Part 3 of 8In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to...
2022-12-1555 min
CPE TodayBusiness Intelligence Featuring Microsoft’s Power BI Tools - Part 2 of 8In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to implem...
2022-12-081h 00
CPE TodayBusiness Intelligence Featuring Microsoft’s Power BI Tools - Part 1 of 8In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently.
In this program, you will learn how to implem...
2022-12-031h 00
CPE TodayHands-on with QuickBooks Online Accountant for Public Accounting – Part 7For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use.
Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s...
2022-11-3052 min
CPE TodayCritical Steps to Raise Your Rates without Losing ClientsYou think about raising your rates, but haven’t done it yet. A price increase is one of the toughest challenges for accounting professionals.
85% of accounting professionals work 40 hours or more per week. Meanwhile, 57% undercharge for their services and 15% feel they need to work a second job just to make ends meet.
You worry that if you raise your prices you’ll lose business. But what if you could seamlessly transition clients to your new rates – and only work with clients who value you?
You know what you want. Now discover the exact steps to co...
2022-11-2455 min
CPE TodayHands-on with QuickBooks Online Accountant for Public Accounting – Part 6For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use.
Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s...
2022-11-2250 min
CPE TodayHands-on with QuickBooks Online Accountant for Public Accounting – Part 5For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use.
Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s...
2022-11-2254 min
CPE TodayHands-on with QuickBooks Online Accountant for Public Accounting – Part 4For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use.
Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s...
2022-11-2254 min
CPE TodayHands-on with QuickBooks Online Accountant for Public Accounting – Part 3For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use.
Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s...
2022-11-1655 min
CPE TodayBetter, More Effective Scheduling When You Need It MostOperating an effective and profitable practice requires communicating with clients and others - and that in-turn requires scheduling. Yet many professionals treat scheduling as an after-thought instead of using it as a strategic advantage for their practices. With even a moderate sized firm doing 300-400 returns annually with existing and new clients, a better scheduling process can increase how many clients you can service and make every day easier.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/bmes1/. Take a quick 5 question quiz and get y...
2022-11-1600 min
CPE TodayHow to Navigate Staff Shortages With Capacity PlanningAccounting shortages are impacting the financial industry for every accounting firm, regardless of size. This is causing Senior Accounting partners to do the jobs of entry-level employees. If firms are lucky enough to find the talent, they need for all their job position levels, they see high turnover rates because their employees are being headhunted for more money daily. As the saying goes, good firms attract good talent.
The good news is that there are legions of talent available, but firms must be willing to change how they work. Modern technology lets our clients and team members come from...
2022-11-1600 min
CPE TodayHands-on with QuickBooks Online Accountant for Public Accounting – Part 2For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use.
Join us in this podcast series to learn which small business accounting application might be the best fit for your/your client’s...
2022-11-1000 min
CPE TodayHands-on with QuickBooks Online Accountant for Public Accounting – Part 1For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use.
Join us in this podcast series to learn which small business accounting application might be the best fit for your/your...
2022-11-1059 min
CPE TodayPractical Tools for Protecting Data - Part 4The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping...
2022-11-0400 min
CPE TodayPractical Tools for Protecting Data - Part 3The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping...
2022-11-0401 min
CPE TodayHow to Make 2023 Your Best Year Ever! Increase Your Market Share and Raise Your Profit MarginGet ready to make 2023 your best year ever!
Do what other accounting professionals only talk about.
You comfortably spend time working IN your business, doing the day-to-day operations. Working ON your business, to strategically grow your business, is an advanced move.
A strategic plan puts you squarely in charge of your firm’s growth.
Instead of your firm running you, you run your firm.
With this framework, you achieve the high-value rewards. Whether you want to travel more, pay off your debt or fund your retirement plan, you’ll discover h...
2022-10-1759 min
CPE TodayPractical Tools for Protecting Data - Part 2The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping...
2022-10-1155 min
CPE TodayPractical Tools for Protecting Data - Part 1The security of your data is not something you should take lightly. The latest techniques in encryption, virus protection, and other technologies can help keep all the information on your computer safe from prying eyes - even if it's sensitive! This course will cover what tools are available for securing files with passwords or digital signatures and how best practices affect employees who work remotely (or have flexible hours). By tuning up these basics now rather than coming back later when needed; programs like secure communication apps make sure no one has access to company secrets while also keeping...
2022-10-0754 min
CPE Today2022 Biggest Security and Privacy Concerns - Part 4Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to the viability of the organization. Data breaches, cyber-attacks, and ransomware are examples of some of the biggest existential risks facing businesses today. There are threat actors all around the world that entirely focus on stealing organizational data, stealing economic resources, and disrupting the flow of business. They are using complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. From recently released data breach reports, there were...
2022-10-0455 min
CPE Today2022 Biggest Security and Privacy Concerns - Part 3Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to the viability of the organization. Data breaches, cyber-attacks, and ransomware are examples of some of the biggest existential risks facing businesses today. There are threat actors all around the world that entirely focus on stealing organizational data, stealing economic resources, and disrupting the flow of business. They are using complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. From recently released data breach reports, there were...
2022-09-3055 min
CPE TodayDriving Change in Audit – Digital and Data TechnologyIn the last 10 years technology has advanced at a relentless pace. Data is now everywhere. So why is it that audit engagement management software and methodologies have changed so little? Auditors feel held back. Frustrated wrestling with dated desktop applications creaking to support remote teams. Wasting time filling in mind-numbing forms.
In today's episode, we join Mark Edmondson, the CEO of Inflo, to discuss the benefits of performing data-driven audits and how you can apply new technology to efficiently complete your audits. Inflo provides many services that help automate your audit workflows and bring your company into t...
2022-09-271h 01
CPE Today2022 Biggest Security and Privacy Concerns - Part 2Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to the viability of the organization. Data breaches, cyber-attacks, and ransomware are examples of some of the biggest existential risks facing businesses today. There are threat actors all around the world that entirely focus on stealing organizational data, stealing economic resources, and disrupting the flow of business. They are using complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. From recently released data breach reports, there were...
2022-09-231h 00
CPE Today2022 Biggest Security and Privacy Concerns - Part 1
Technology is a business-critical business capability in today’s day and age. Any interruption to an organization’s ability to use its information system poses a significant risk to the viability of the organization. Data breaches, cyber-attacks, and ransomware are examples of some of the biggest existential risks facing businesses today. There are threat actors all around the world that entirely focus on stealing organizational data, stealing economic resources, and disrupting the flow of business. They are using complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. From recently released data breach reports, ther...
2022-09-2054 min
CPE TodayAn Accountant’s Guide to Cryptocurrency and Blockchain - Part 4Blockchain technology offers the promise of digital truth. When properly implemented is offers a transparent, permanent, immutable, and high-speed record-keeping system. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing with millions of new users every year. Organizations are adopting this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel...
2022-09-161h 02
CPE TodayAn Accountant’s Guide to Cryptocurrency and Blockchain - Part 3Blockchain technology offers the promise of digital truth. When properly implemented is offers a transparent, permanent, immutable, and high-speed record-keeping system. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing with millions of new users every year. Organizations are adopting this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel...
2022-09-1358 min
CPE TodayAn Accountant’s Guide to Cryptocurrency and Blockchain - Part 2Blockchain technology offers the promise of digital truth. When properly implemented is offers a transparent, permanent, immutable, and high-speed record-keeping system. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing with millions of new users every year. Organizations are adopting this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel...
2022-09-091h 07
CPE TodayAn Accountant’s Guide to Cryptocurrency and Blockchain - Part 1Blockchain technology offers the promise of digital truth. When properly implemented is offers a transparent, permanent, immutable, and high-speed record-keeping system. The possibilities are endless, from managing the logistics of supply chain networks to facilitating international commerce. The adoption of this technology is growing with millions of new users every year. Organizations are adopting this technology every day to help improve their existing operations through its ledger capabilities or executing smart contracts. Cryptocurrency is one example of blockchain technology. Its growth and value have exploded to over $2 trillion in the last few years. This growth has helped to fuel...
2022-09-061h 05
CPE TodayEverything Google! Their Most Effective Tools, Apps & Services - Part 4Google is one of the largest, most widely used and important technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. They have developed and are responsible for a wide range of products which have changed the way we learn, find things in our community, and communicate with the world. Billions of people every day use their services to get recommendations on where to eat, directions to a friend's house or to send an email to a business colleague. Google offers a business-ready cloud productivity suite called gSuite. gSuite brings together a wide...
2022-09-0258 min
CPE TodayEverything Google! Their Most Effective Tools, Apps & Services - Part 3Google is one of the largest, most widely used and important technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. They have developed and are responsible for a wide range of products which have changed the way we learn, find things in our community, and communicate with the world. Billions of people every day use their services to get recommendations on where to eat, directions to a friend's house or to send an email to a business colleague. Google offers a business-ready cloud productivity suite called gSuite. gSuite brings together a wide...
2022-08-3055 min
CPE TodayEverything Google! Their Most Effective Tools, Apps & Services - Part 2Google is one of the largest, most widely used and important technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. They have developed and are responsible for a wide range of products which have changed the way we learn, find things in our community, and communicate with the world. Billions of people every day use their services to get recommendations on where to eat, directions to a friend's house or to send an email to a business colleague. Google offers a business-ready cloud productivity suite called gSuite. gSuite brings together a wide...
2022-08-2656 min
CPE TodayEverything Google! Their Most Effective Tools, Apps & Services - Part 1Google is one of the largest, most widely used and important technology companies on the planet. Their name has become synonymous with search, knowledge, and cutting-edge technology. They have developed and are responsible for a wide range of products which have changed the way we learn, find things in our community, and communicate with the world. Billions of people every day use their services to get recommendations on where to eat, directions to a friend's house or to send an email to a business colleague. Google offers a business-ready cloud productivity suite called gSuite. gSuite brings together a wide...
2022-08-2353 min
CPE TodayTPS: Growing and Managing your Accounting PracticeWhen small businesses first start, they may need just one tool, such as Time and Billing. As their company grows, they must manage many other tasks. Small business owners must shift their focus from just time and billing to the entirety of practice management. This can feel incredibly overwhelming. Small business owners need to focus on three needs: Time and Billing, Workflow management, and Client CRM and analysis. No matter how large a business becomes, these needs are universal.
In today's session, we will be joining the founders of TPS to discuss why focussing on three primary areas...
2022-08-201h 01
CPE TodayMastering Adobe Acrobat for Financial Professionals - Part 2PDFs (Portable Document Format) are the de facto standard for digital paper. They are used worldwide by virtually all platforms and systems as a method of conveying information. They can be used to transmit an invoice to a client, sign an agreement with a partner, or save a permanent copy of a financial statement. While being widespread, most financial professionals don’t know to leverage this format effectively. They lack the knowledge of how to create their documents, edit existing documents, or secure them for transmittal. Additionally, there are many new PDF capabilities such as forms, e-signature, cloud storage, an...
2022-08-171h 01
CPE Today5 Steps to Easily Enroll Premium Clients without Negotiating Your FeesDoes your accounting firm offer initial free consultations? Before the meeting closes you share your fees. And the response you hear is “Can I get a discount?”
The initial consult challenges many accounting professionals. That’s because your training prepared you to do the work, but not to master these first meetings. As a result, you end up enrolling a non-ideal client or under-charge for your firm’s services.
Your initial consultations set the stage for everything else. It’s time to engage quality clients – without ever having to sell or justify your fees.
Follow this proven formu...
2022-08-101h 03
CPE TodayMastering Adobe Acrobat for Financial Professionals - Part 1PDFs (Portable Document Format) are the de facto standard for digital paper. They are used worldwide by virtually all platforms and systems as a method of conveying information. They can be used to transmit an invoice to a client, sign an agreement with a partner, or save a permanent copy of a financial statement. While being widespread, most financial professionals don’t know to leverage this format effectively. They lack the knowledge of how to create their documents, edit existing documents, or secure them for transmittal. Additionally, there are many new PDF capabilities such as forms, e-signature, cloud storage, an...
2022-08-061h 07
CPE TodayPractical Advice for Preventing Organizational Data BreachesData Breaches pose an extensional threat to all businesses. A significant breach wreak havoc on the lives of its customers, staff, and the greater public. They often go beyond the scope of an individual organization’s operations and now can have far-reaching repercussions. From recent data, they are an even more significant threat this year compared to last year and only gaining momentum. They can expose sensitive information that can result in identity theft, industrial espionage, and even compromises in national security. This class will dive deeply into the 2022 Verizon Data Breach Investigation Report (DBIR), which analyzed over 23k se...
2022-08-011h 10
CPE TodayExcel Essentials for Staff Accountants - Part 7Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Cre...
2022-07-291h 17
CPE TodayExcel Essentials for Staff Accountants - Part 6Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Cre...
2022-07-2651 min
CPE TodayExcel Essentials for Staff Accountants - Part 5Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Cre...
2022-07-2254 min
CPE TodayExcel Essentials for Staff Accountants - Part 4xcel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Cre...
2022-07-2059 min
CPE TodayExcel Essentials for Staff Accountants - Part 3Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Cre...
2022-07-151h 02
CPE TodayExcel Essentials for Staff Accountants - Part 2Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Cre...
2022-07-141h 07
CPE TodayExcel Essentials for Staff Accountants - Part 1Excel is ubiquitous in the accounting and financial professionals’ workplace, but some of the best functions and features for accounting and financial professionals are unknown or underutilized. Leverage Tables, shortcuts, and best practices to increase efficiency. Master the functions such as VLOOKUP, INDEX & MATCH, Dynamic Array Formulas. As well as Formulas and uses such as Depreciation, Amortization, Interest, Payment, and more. In this course, we will even take you deeper into statistical analysis with formulas for everything from median, most, and standard deviation and regression analysis.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Cre...
2022-07-0954 min
CPE TodayHands-On With CorveeNo person or corporation wants to overpay in taxes. According to Govinfo.gov, the tax code was over 60,000 pages the last time it was printed in 2018. That leaves a lot of opportunities to find strategies to make sure that the taxpayer is not overpaying. These strategies are hidden inside those 60,000 pages and require planning to be able to implement them. Determining strategies, selecting which methods to use, and developing an implementation plan is part of tax planning. Tax planning, when done right, can save a taxpayer hundreds of thousands of dollars. The first problem is that no tax preparer has ti...
2022-07-0657 min
CPE TodayPopular Time Management ToolsForty-six percent of stress reported amongst employees in the US is caused by an overwhelming workload; and various time management techniques have shown positive results in helping people get their tasks done, thus decreasing stress. Yet, according to according to a 2021 study, only 18% of the population uses a time management system.
Attend this session to discover popular time management techniques that have been implemented worldwide to help individuals and companies get more out of their weeks and reach their goals.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's...
2022-06-2558 min
CPE TodayCorvee: The Challenges of Tax Planning and How to Overcome ThemNo person or corporation wants to overpay in taxes. According to Govinfo.gov, the tax code was over 60,000 pages the last time it was printed in 2018. That leaves a lot of opportunities to find strategies to make sure that the taxpayer is not overpaying. These strategies are hidden inside those 60,000 pages and require planning to be able to implement them. Determining strategies, selecting which methods to use, and developing an implementation plan are part of tax planning. Tax planning, when done right, can save a taxpayer hundreds of thousands of dollars. The first problem is that no tax preparer has ti...
2022-06-231h 02
CPE TodayGoing Virtual: Technology to Support Remote Team Members Part 2Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!
In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote...
2022-06-1859 min
CPE TodayGoing Virtual: Technology to Support Remote Team Members Part 1Small businesses have unique and specific technology needs, including those around remote access. Whether team members need remote access to desktops, data, voice services, instant messaging, or Cloud-based services, sometimes the list of available options can be overwhelming!
In this course, you will learn about practical solutions for facilitating remote access in small businesses. Among other items, included in this program is a detailed review of various solutions to provide remote access to a desktop, how to work securely from remote locations, key considerations when selecting Cloud-based solutions, and how to facilitate communication and collaboration in remote...
2022-06-1159 min
CPE TodayHow to Enhance your Firm’s Technology Experience: Talent, Remote Work, Security and MoreOver the past two years, we have witnessed technology serve as a powerful enabler. Firms that have adopted the “new normal” have accelerated; maximizing performance and flexibility, enabling scalable growth, retained, and gained staff, improved bottom lines from reduced operating costs, and enhanced overall customer experience.
Following the tectonic shift to remote work, firms find themselves no longer limited to any one geographical location. Offering a flexible work from anywhere environment to help promote work-life balance, including the technology experience to support those needs, plays a key role in talent recruitment and retention, office moves, mergers, and acqu...
2022-06-071h 00
CPE TodayLearn SQL with StevePower Query and Power BI are genuinely incredible tools to revolutionize your workflow. They offer the promise of "write once, refresh many" reporting where your reports can be instantly updated in real-time with the click of a button. These tools can be hooked directly to your company's databases, accounting applications, enterprise resource planning solutions, etc. Once the connection is established, they can dynamically retrieve anything from the database and populate your reports. While incredible tools, these features require additional training and experience to master. This course series will review the different methods of connecting to your data and have...
2022-06-011h 01
CPE TodayFraud in Today’s Workplace: What Accountants Need to KnowEvery other year the Association of Certified Fraud Examiners (ACFE) publishes A Report to the Nations. This landmark report is the definitive guide to understanding occupational fraud in today’s workplace. The ACFE report breaks down fraud by the type of perpetrator, types of crime, categories of victim organizations, and more. The report provides fascinating insight and helpful advice to help professionals understand fraud risks in today’s world.
Join us for an in-depth discussion and analysis of this report with K2 instructors Tommy Stephens and Stephen M. Yoss. They will discuss the significant findings of the 2022 edit...
2022-05-201h 00
CPE TodayBuilding a Cutting Edge Virtual Office - Part4The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.
This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify...
2022-05-171h 01
CPE TodayBuilding a Cutting Edge Virtual Office - Part3The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.
This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify...
2022-05-131h 01
CPE TodayBuilding a Cutting Edge Virtual Office - Part 2The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.
This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify...
2022-05-101h 01
CPE TodayBuilding a Cutting Edge Virtual Office -Part 1The Internet and mobile technologies have revolutionized the way that businesses operate. We're no longer constrained by having to operate in a specific location or during specific business hours. Organizations can now effectively communicate and do business with customers and staff based anywhere in the world. One of the most important aspects of this changing workplace is the virtual office, which allows a user to work anywhere in the world.
This course is an in-depth look at how an organization can improve collaboration, communication, and operations by implementing virtual office technology. We'll look at solutions to simplify...
2022-05-0657 min
CPE TodayEverything Microsoft: Teams Tricks And Tips For Collaboration - Part 3Microsoft Teams has proved to be the saving technology for many organizations through the COVID-19 Pandemic. Millions of us worked from home. It allowed for us to conference call, screen share, and exchange files like we were all sitting in the same office. It gives us the ability to be able to operate and communicate anywhere with Internet connectivity. This class explores how to effectively implement and leverage Microsoft Teams inside your organization. It will look at some of the best practices for communication, security, productivity, and more. The class will take a specific look at the newest Team’s...
2022-05-041h 05
CPE TodayEverything Microsoft: Teams Tricks And Tips For Collaboration - Part 2Microsoft Teams has proved to be the saving technology for many organizations through the COVID-19 Pandemic. Millions of us worked from home. It allowed for us to conference call, screen share, and exchange files like we were all sitting in the same office. It gives us the ability to be able to operate and communicate anywhere with Internet connectivity. This class explores how to effectively implement and leverage Microsoft Teams inside your organization. It will look at some of the best practices for communication, security, productivity, and more. The class will take a specific look at the newest Team’s...
2022-04-301h 04
CPE TodayEverything Microsoft: Teams Tricks And Tips For Collaboration - Part 1Microsoft Teams has proved to be the saving technology for many organizations through the COVID-19 Pandemic. Millions of us worked from home. It allowed for us to conference call, screen share, and exchange files like we were all sitting in the same office. It gives us the ability to be able to operate and communicate anywhere with Internet connectivity. This class explores how to effectively implement and leverage Microsoft Teams inside your organization. It will look at some of the best practices for communication, security, productivity, and more. The class will take a specific look at the newest Team’s...
2022-04-271h 02
CPE TodayNew Spreadsheet Tricks And Tips - Part 2With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ntt2/. Take a...
2022-04-2754 min
CPE TodayNew Spreadsheet Tricks and Tips - Part 1With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ntt1/. Take a...
2022-04-2359 min
CPE TodayAutomation for Increasing Personal Efficiency And Effectiveness - Part2Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy, so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity. This session focuses on various tools and services you can use to help promote personal automation. In it, you will...
2022-04-1555 min
CPE TodayAutomation for Increasing Personal Efficiency And Effectiveness - Part 1Automation is a great way to save time and improve accuracy and effectiveness. It also allows you to get more value from your workday. This session will teach you how to automate the tasks that are mundane or take up too much energy, so you complete them automatically instead. One of the best things a person can do is invest time into automating their workday to help them achieve more work, reduce daily stress, and provide better mental clarity. This session focuses on various tools and services you can use to help promote personal automation. In it, you will...
2022-04-1355 min
CPE TodayBringing Artificial Intelligence to your Organization - Part 3Artificial Intelligence is becoming more commonplace in our world, and harnessing its power can help you become more effective and efficient. There are a number of new apps and services for accountants, bookkeepers,
and financial professionals that can help you harness the power of Artificial Intelligence in your organization. The tools are designed to seamlessly integrate with the technology you already use to cut down on some of
the tasks that take you the longest. There are AI-driven tools for Bookkeeping, Accounts Payable, Reconciliation, expense reporting, scheduling, business processes, and more.
AI can increase security, reduce cle...
2022-04-081h 03
CPE TodayBringing Artificial Intelligence to your Organization - Part 2Artificial Intelligence is becoming more commonplace in our world, and harnessing its power can help you become more effective and efficient. There are a number of new apps and services for accountants, bookkeepers,
and financial professionals that can help you harness the power of Artificial Intelligence in your organization. The tools are designed to seamlessly integrate with the technology you already use to cut down on some of
the tasks that take you the longest. There are AI-driven tools for Bookkeeping, Accounts Payable, Reconciliation, expense reporting, scheduling, business processes, and more.
AI can increase security, reduce cle...
2022-04-061h 02
CPE TodayHands On With Spire - Part 2Differentiating between all the accounting solutions can be difficult. It is impossible to make a truly informed decision without understanding and seeing how the tool works. Companies offer demonstration meetings of their tools, but maybe you are not ready for that level of a sales pitch. We want to help you decide what tools are worth your time to investigate further. We will be demonstrating multiple tools with similar modules to showcase the various tools’ strengths and differences. We are developing a series to go into depth on each of our highlighted tools and vendors.
In the second...
2022-03-3055 min
CPE TodayHands-On With Spire - Part 1Differentiating between all the accounting solutions can be difficult. It is impossible to make a truly informed decision without understanding and seeing how the tool works. Companies offer demonstration meetings of their tools, but maybe you are not ready for that level of sales pitch. We want to help you decide what tools are worth your time to investigate further. We will be demonstrating multiple tools similar modules to showcase the various tools’ strengths and differences. We are developing a series to go into depth on each of our highlighted tools and vendors.
In the first of our com...
2022-03-2656 min
CPE TodaySpire Integrated Accounting: Setting Your Business Up For Success by Choosing the Right SolutionSpire is another Process and Resource Operation Planning (PROP) solution. It is another amazing all-in-one solution for the medium small business that is growing out of its current tools but does not need nor can afford an entire ERP solution. Once we move past the general accounting features, Spire is rich in additional modules that help you control the aspects of your business that aren't in a traditional accounting system. Some of these features include Inventory, Job Costing and Price Matrix. With these features, you can get a complete picture of your business operations
In today's session, w...
2022-03-231h 01
CPE TodayHands On With AccountingSuite – Part 1Differentiating between all the accounting solutions can be difficult. It is impossible to make a truly informed decision without understanding and seeing how the tool works. Companies offer demonstration meetings of their tools, but maybe you are not ready for that level of a sales pitch. We want to help you decide what tools are worth your time to investigate further. We will be demonstrating multiple tools with similar modules to showcase the various tools’ strengths and differences. We are developing a series to go into depth on each of our highlighted tools and vendors.
In the first o...
2022-03-111h 04
CPE TodayAccountingSuite - A PROP Solution for Small Business ClientsSmall businesses have so many moving parts. Business owners want to run their business, they don’t want to learn how to be accounts, logistics experts, and more. For small business owners, ERP solutions are too big and too expensive for most of their needs. However, many of them quickly outgrow the basic accounting solutions that only offer a general ledger, reporting, accounts payable, and accounts receivable modules. These small business needs often fall through the cracks of entry-level accounting solutions and ERP solutions.
There is a new sector of the accounting software market developing. These new applic...
2022-03-0458 min
CPE TodayTurbo Charging Your Organizational Reporting with myDBR - Part 2In our podcast today we are joined by Seppo Laaksonen the founder and primary driving force behind myDBR. For the last ten years, he and his team have been developing the world’s best reporting solution, myDBR. This incredible solution can be used for all types of organization reporting, from accounting to operations to support and more. Today’s podcast will look deeper into this incredible solution with the man who made it all happen. We will understand its best features and functions, some hidden secrets, and tricks as well as what future functionality is coming for the platform.
I...
2022-03-021h 03
CPE TodayTurbo Charging Your Organizational Reporting with myDBR - Part 1Reporting is often the last part of accounting or business projects. Unfortunately, most businesses overlook the complexity of their reporting needs and underestimate their requirements. This causes an issue when it comes time to pull a sales report or calculate taxes. Accountants are often stringing together multiple spreadsheets to back into the information they need. This results in frustration from manual procedures, clerical errors in preparation, and poor efficiency in the office. myDBR can resolve all these problems and provide outstanding reporting right out of the box!
myDBR turns data from MySQL, MariaDB, Microsoft SQL Server, and S...
2022-02-251h 02
CPE TodayHidden Secrets of Power BI - Part 1Microsoft Power BI is an incredible tool for processing your organization’s data into insightful analysis. It can be used to produce any type of analytics, from simple charts to responsive maps, to KPI indicators to in-depth statistical analysis, and everything in between. This incredible tool should be the backbone of reporting for all organizations. Helping to give decision-makers the right information they need, at the right time, to make good and effective decisions for their organizations. While exceedingly versatile and powerful, Power BI comes with a steep learning curve. It takes months and years to master this application an...
2022-02-1658 min
CPE TodayDatabase Basics for Financial Professionals - Part 2Today’s world runs on databases and is an integral component of every application, platform, and service. There isn’t a single business technology that is not utilizing a database in a meaningful way. Reporting tools like Power BI depend on a database to create beautiful and insightful dashboards. Our accounting systems such as Quickbooks or Xero use a database to store information about our financial records. Our customer tools such as Salesforce or Hubspot use a database to store information about our sales efforts. There are even new features and functions of Excel which depend on utilizing a data...
2022-02-1255 min
CPE TodayDatabase Basics for Financial Professionals - Part 1Today’s world runs on databases and is an integral component of every application, platform, and service. There isn’t a single business technology that is not utilizing a database in a meaningful way. Reporting tools like Power BI depend on a database to create beautiful and insightful dashboards. Our accounting systems such as Quickbooks or Xero use a database to store information about our financial records. Our customer tools such as Salesforce or Hubspot use a database to store information about our sales efforts. There are even new features and functions of Excel which depend on utilizing a data...
2022-02-041h 00
CPE TodayCorpay: Simplify Bill Pay and Accounts Payable for Business - Part 2Manging accounts payment is a difficult operation for any size business, but in this increasingly global economy, it can be a real challenge to ensure all obligations are paid on time and in the correct manner. Often businesses are paying multiple employees, contractors, and vendors through multiple different methods from cash to ACH. Additionally, as we move into a more global economy we're now responsible to ensure we're paying in the right currency. The good news, Corpay can help make this business process, simple, fast, and efficient. It can help you pay your vendor bills electronically, implement better internal...
2022-01-2959 min
CPE TodayCorpay Simplify Bill Pay and Accounts Payable for Business - Part 1The term workflow is a buzzword these days. What is a workflow? Why should an account or their client care about workflows? Should workflows be automated? Join Randy Johnston and Bob Lewis as they dive into the importance of building automated workflows. Learn about how Corpay One can help you and your clients better manage their Bill Pay and Accounts Payable workflows. Corpay has helped many companies reduce the time dedicated to these processes by over 50%.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/cpy1/. Take...
2022-01-2659 min
CPE TodayBringing Artificial Intelligence to your Organization - Part 1Artificial Intelligence is becoming more commonplace in our world, and harnessing its power can help you become more effective and efficient. There are a number of new apps and services for accountants, bookkeepers,
and financial professionals that can help you harness the power of Artificial Intelligence in your organization. The tools are designed to seamlessly integrate with the technology you already use to cut down on some of
the tasks that take you the longest. There are AI-driven tools for Bookkeeping, Accounts Payable, Reconciliation, expense reporting, scheduling, business processes, and more.
AI can increase security, reduce cle...
2022-01-2255 min
CPE TodayCES 2022 Tech Trends Round TableCES is an annual trade show organized by the Consumer Technology Association. Held in January in Las Vegas, but held online and in-person this year for the first time ever. CES hosts presentations of new products and technologies in the consumer electronics industry. It's one of the most important and influential technology conventions in the world. It often features the latest and greatest technology trends which will impact organizations of all sizes. This presentation will be a round-table discussion with K2 instructors, Randy Johnston, Ward Blatch, and Steve Yoss. They are long-time attendees of CES and attended this year's...
2022-01-191h 02
CPE TodayPath: Getting Started With Dashboards for Your Advisory ClientsIn our first session with PATH, Randy Johnston and Robert Chandler, CEO of PATH, discussed the importance of moving your firm to an advisory-first focus. In today's session, Steve Yoss will be going into depth on how to use PATH to help you achieve your new advisory-first goals. We will discuss how to connect PATH into QuickBooks online, create dashboards, learn how to manage your workflows, and more. Join us to learn about how to best use PATH to more efficiently run your organization and how to use PATH insights to advisor clients.
Are you a CPA?? Are...
2022-01-1455 min
CPE TodayWhat’s Coming Next? 2022 Technology for Today’s Financial Professional - Part 3
The amount of information in the world is doubling every two years. The average worker’s skills expire in less than seven years. The facility and manner in which people conduct their jobs significantly changes every few years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. This presentation will give an in-depth update on contemporary technologies and highlight emerging technology trends that financial professionals need to know now.
This course contains three main themes: virtual office technology, emerging technology trends, and the best new websites an...
2022-01-1155 min
CPE TodayWhat’s Coming Next? 2022 Technology for Today’s Financial Professional - Part 2The amount of information in the world is doubling every two years. The average worker’s skills expire in less than seven years. The facility and manner in which people conduct their jobs significantly changes every few years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. This presentation will give an in-depth update on contemporary technologies and highlight emerging technology trends that financial professionals need to know now.
This course contains three main themes: virtual office technology, emerging technology trends, and the best new websites and mo...
2022-01-0758 min
CPE TodayWhat’s Coming Next? 2022 Technology for Today’s Financial ProfessionalThe amount of information in the world is doubling every two years. The average worker’s skills expire in less than seven years. The facility and manner in which people conduct their jobs significantly change every few years. Technology continues to expand, creating new jobs, markets, and opportunities, but only for the people that lead the charge. This presentation will give an in-depth update on contemporary technologies and highlight emerging technology trends that financial professionals need to know now.
This course contains three main themes: virtual office technology, emerging technology trends, and the best new websites and mo...
2022-01-0559 min
CPE TodayNext Generation Excel Reporting - Part 4New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next-generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Ch...
2021-12-2955 min
CPE Today2021‘s Hot Tech Tools and Services for Financial ProfessionalsTechnology is the closest thing we have to magic. When properly implemented it can have a transformative effect on organizations and people. We can time travel by having technology improve organizational effectiveness and efficiency. We can teleport across the country by leveraging cloud technology to connect us together. We can gain superhuman knowledge by harnessing the abilities of machine learning and big data.
This course identifies the latest and best tools, apps, and services out there and why you should consider utilizing them for your organization. It’s a greatest hits list of the best tools which can h...
2021-12-2159 min
CPE TodayNext Generation Excel Reporting - Part 3New and improved features in Excel tools such as Power Query and Power Pivot means that yesterday’s techniques for generating reports in Excel are obsolete. Best practices for next-generation reporting include building queries and transformations using Power Query, adding user-defined calculations with Data Analysis Expressions, managing data models in Power Pivot, reducing dependency on formulas with PivotTables, and adding visualizations where appropriate. Participate in this session so that you can learn the best practices for preparing and automating your Excel-based reports.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Ch...
2021-12-1759 min
CPE TodayAmazing Accounting Add-Ons for your Firm! - Part 3A complete accounting software solution almost always includes additional add-on products. For example, it is hard to accurately calculate sales tax, do budgeting, or have adequate reporting without third-party add-ons.
This session provides guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change it.
You may just need the right add-on! Attend this session to discover the best of best extensions for accounting software.
In this session, we go into more depth into four Expense Reporting and Management ad...
2021-12-1300 min
CPE TodaySmall Business Cloud Accounting Shootout - Part 4Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses.
2021-12-0853 min
CPE TodayWhat’s New With Xero - Xero 2022 For The Financial ProfessionalXero, the cloud-based accounting solution from New Zealand has had several notable changes and improvements in the recent year, including adding new features for reporting, additional “accountants only” tools, improved bank feeds, integrations with Square, Google Pay, and more. Xero is truly a comprehensive and robust platform that can serve the needs of all types of organizations. In this podcast, we will take a deep look at the latest and greatest from Xero and how these new features and functions will assist the practitioner in using Xero to meet the financial accounting needs of the client.
This podca...
2021-12-0400 min
CPE TodaySmall Business Cloud Accounting Shootout - Part 3Cloud-based accounting solutions are taking the market by storm. With so many choices available today, it can be difficult to know which one is best for you and your clients. Therefore, in this session, you will learn about the relative strengths, right fits, and target markets for many of the leading cloud-based solutions currently available, including QuickBooks Online, Sage Business Cloud Accounting, Xero, and Accounting Suite. You will also learn about some of the lesser-known but practical options such as Zoho and Wave Accounting. Don't miss this opportunity to expand your knowledge of the options available to small businesses.
2021-12-011h 03