CPE & Event Calendar
For details about the CPE and event categories below, please click here.
K2's Advanced Excel
Monday, May 8
10:00am - 5:30pm
TBD
8.00 Credits
Member Price: $309
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1129982. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.If you are an experienced Excel user seeking to elevate your skills, join the K2 team for K2's Advanced Excel. In this laptop-friendly program, you will learn critical advanced Excel skills in six key areas: 1) collaborating with other users and securing workbooks, 2) using tables to analyze and report data, 3) integrating and manipulating data from external sources, 4) creating and auditing complex formulas, 5) advanced data analysis tools, and 6) visualization techniques to analyze and communicate information. The course draws from over twenty-five years of experience delivering Excel training to accountants and other business professionals. Throughout the program, relevant, real-world examples reinforce the topics presented. Take advantage of this opportunity to become more efficient and proficient in Microsoft Office Excel, the tool of choice for accounting and financial professionals. This course covers advanced Excel topics found in Excel 2019 and newer.
K2's Excel PivotTables for Accountants
Wednesday, May 10
10:00am - 5:30pm
TBD
8.00 Credits
Member Price: $309
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1136752. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. Many business professionals consider PivotTables the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their day-to-day activities. If you are ready to learn how to take advantage of PivotTables or extend your existing knowledge of PivotTables, then make plans to participate in this course. You will learn how to build PivotTables, group data inside PivotTables - including grouping options for fiscal periods - and create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including building PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems. Additionally, you will learn to take advantage of other Excel features associated with PivotTables, including Slicers, Power Query, and Power Pivot. You will be a master of Excel PivotTables at the end of the day! This course is for you if you have been leery of working with PivotTables or have struggled to realize their many benefits. With some information, guidance, and coaching from your K2 instructor, you will be ready to use PivotTables to analyze and report on extensive data sets in a fraction of the time you spend completing such tasks.
K2's Biggest Security and Privacy Concerns
Thursday, May 18
10:00am - 1:30pm
TBD
4.00 Credits
Member Price: $219
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1136923. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. 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 its viability. Data breaches, cyber-attacks, and ransomware are examples of the most significant existential risks facing businesses today. There are threat actors worldwide that entirely focus on stealing organizational data, stealing economic resources, and disrupting commerce. They use complex social engineering attacks, pervasive phishing messages, intricate malware, and other highly effective techniques. For example, publically reported data breaches now exceed 100k annually. These breaches resulted in releasing the personal information of millions of people worldwide, billions of dollars of compromised organizational assets, and putting countless people in harm's way. This course covers recent major security breaches, including Solarwinds, Ubiquity, Colonial Pipeline, Tecnimont SpA, Citrix, and LabCorp. It will discuss how these breaches occurred, why they occurred, and how organizations can prevent similar incidents from impacting them. Each case study examines a different form of security vulnerability and how to avoid it. The topics will include social engineering, auditing processes for IT Security systems, forensic accounting, password, two-factor authentication, and improvements for managerial oversight. Participants will gain real-world knowledge from the mistakes of other organizations and, from that experience, develop their own security best practices for their organizations.
K2's Advanced QuickBooks Tips and Techniques
Thursday, May 18
2:00pm - 5:30pm
TBD
4.00 Credits
Member Price: $219
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1136922. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. The QuickBooks platform - including the desktop and online environments - is one of the leading accounting solutions for small and growing businesses. Further, Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to take advantage of many new and advanced features in the desktop and online environments to help you solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use the Client Data Review feature to streamline identifying and correcting errors and closing accounting periods in QuickBooks. Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. So take advantage of this opportunity to learn about QuickBooks' "deep" features to maximize your effectiveness with QuickBooks.
K2's Best Word, Outlook, and PowerPoint Features
Friday, May 19
10:00am - 1:30pm
TBD
4.00 Credits
Member Price: $219
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1136765. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org. Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not been exposed to the best features of these three applications. Consequently, they often use "brute force," inefficient means when working with these three components of Microsoft Office. If that describes you, ensure you carve time out of your schedule to participate in this four-hour session. In it, you will learn how to work much more efficiently when using these tools to get better results in less time.
K2's Data Analytics For Accountants And Auditors
Friday, May 19
2:00pm - 5:30pm
TBD
4.00 Credits
Member Price: $219
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1138594. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.In the world of "Big Data," virtually all business professionals have become data analysts, at least to some extent. However, that is particularly true in auditing, where internal and external auditors increasingly turn to data analytics to identify situations requiring follow-up and investigation. Those who understand how to take advantage of various tools to assist in these efforts benefit by conducting more thorough analyses and achieving superior results in less time. In this session, you will learn about various tools and techniques you can use for more thorough data analyses. The discussion includes Excel as a data analysis tool, multiple Excel add-ins, and Microsoft's Power BI application. If you're seeking to improve your skills in the field of data analytics, this session is the one for you!
Business Skills Virtual Bootcamp: Rocking Your Professional Presence
Wednesday, June 7
8:45am - 10:30am
Virtual
2.00 Credits
Member Price: $99
Professional presence is critical to accelerating your career. In this session, we’ll help aspiring leaders be seen as high potential by understanding and improving your personal branding, professional behavior and virtual presence.
K2's Excel Best Practices
Monday, June 12
10:00am - 5:30pm
TBD
8.00 Credits
Member Price: $309
As spreadsheets evolve, so must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel by learning best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today's best practices for Excel differ significantly from those used in the past, and you will learn the best ways to work with Excel spreadsheets in this "must-see" CPE program. Course materials include relevant examples to enhance your learning experience. Join us for this program to help you utilize Excel to its fullest potential.
K2's Excel Essentials for Staff Accountants
Tuesday, June 13
10:00am - 5:30pm
TBD
8.00 Credits
Member Price: $309
You could pay $0 for this course!This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1136750. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.Staff accountants have specific needs when working with Excel. Unfortunately, these needs are often not met by their existing Excel knowledge. Chief among these are summarizing data quickly and accurately, generating accurate and aesthetically pleasing reports, and creating accounting-centric calculations for elements such as depreciation, amortization, and interest. By participating in this eight-hour session, staff accountants will gain the essential skills to maximize efficiency and accuracy when working with Excel. This session begins with a quick overview of Excel best practices. It then progresses rapidly into discussions that address PivotTables, sophisticated formulas, Tables, formatting, and working with dates in Excel. Throughout the session, you will learn from accounting-centric examples to reinforce key learning points. In this session, you will learn in a "laptop-friendly" environment, and participants will have access to all the demonstration files. In sum, this seminar is a "must" for all staff accountants seeking to improve their efficiency and accuracy when working with Excel.
Business Skills Virtual Bootcamp: Communicate with Confidence
Wednesday, June 14
8:45am - 10:30am
Virtual
2.00 Credits
Member Price: $99
How you communicate with your clients can make or break your career. In this session, we’ll discuss different personality styles and demonstrate ways to clearly communicate information effectively to each, helping to turn communication breakdowns into breakthroughs.
K2's Case Studies in Fraud and Technology Controls
Wednesday, June 14
10:00am - 5:30pm
TBD
8.00 Credits
Member Price: $309
Fraud continues to plague businesses at epidemic levels, and technology control failures are a significant reason fraud occurs. Using a case study approach, in this session, you will learn about the pervasiveness of fraud, the control failures contributing to fraud, and what you can do to mitigate fraud risk. A specific focus of this course is applying information technology general controls and information technology application controls. In this course, you will examine numerous reported fraud cases and identify the general and application control failures that contributed to each fraud. By learning through these real-world case studies, you will be positioned better to reduce fraud risk.
Business Skills Virtual Bootcamp: Thinking Smarter and Solving Problems
Wednesday, June 21
8:45am - 10:30am
Virtual
2.00 Credits
Member Price: $99
Critical thinking is a combination of observation, analysis and creativity, which helps to not only identifying problems but also develop solutions. In this session, well review the barriers to good decision-making, examine critical thinking tools and provide a decision-making framework.
K2's Excel Tips, Tricks, and Techniques for Accountants
Wednesday, June 21
10:00am - 5:30pm
TBD
8.00 Credits
Member Price: $309
Excel is the accountant's tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes. Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.
K2's Microsoft Office 365 - All the Things You Need to Know
Thursday, June 22
10:00am - 5:30pm
TBD
8.00 Credits
Member Price: $309
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn't it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
K2's Microsoft Access - Tables, Queries, And Beyond
Friday, June 23
10:00am - 5:30pm
TBD
8.00 Credits
Member Price: $309
Microsoft Access is an enigma to business professionals, primarily because many try to use Microsoft Office Access as they use Excel. Unfortunately, they fail to understand that the two applications are decidedly different tools, and they become frustrated when they do not realize their intended results. In this course, you will learn about tables and queries - two cornerstone pieces of databases. You will also learn how to link data between multiple tables and why your choice matters. Moreover, you will learn how to design and create a complete database, including one with Forms and Reports. If you're serious about using Microsoft Office Access to manage larger volumes of data, this course is for you.
Business Skills Virtual Bootcamp: Receiving the Gift of Feedback
Wednesday, June 28
8:45am - 10:30am
Virtual
2.00 Credits
Member Price: $99
Feedback is essential to our overall personal and professional development, but it can be difficult to both give and receive. In this session, we’ll review how to listen to, accept and respond to feedback graciously, incorporating techniques to provide non-offensive feedback and constructive criticism that encourages others to work on their opportunities with enthusiasm and empowerment.
K2's An Accountant's Guide to Blockchain and Cryptocurrency
Wednesday, June 28
10:00am - 1:30pm
TBD
4.00 Credits
Member Price: $219
Blockchain technology offers the promise of digital truth. When appropriately implemented, it provides 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 adopt this technology daily to help improve their existing operations through its ledger capabilities or by executing smart contracts. Cryptocurrency is one example of blockchain technology, and its growth and value have exploded to over $2 trillion in the last few years. This growth has helped fuel growing adoption by Wall Street traders and traditional investors. While more popular than ever, few business professionals understand these technologies, their capabilities, risks, and potential impacts on business operations and processes, such as contract execution, recording and maintaining real estate ownership records, and supply chains. Unfortunately, this incredible technology is a mystery for most accounting professionals. This course will provide a detailed and in-depth look at this technology, including a detailed overview of the underlying technology, the benefits, the risks, the major players, and many practical applications. By participating in this session, you will gain a deeper understanding of the inner workings of this technology and recommendations for getting started.
K2's Artificial Intelligence for Accounting and Financial Professionals
Wednesday, June 28
2:00pm - 5:30pm
TBD
4.00 Credits
Member Price: $219
Artificial Intelligence (AI) is no longer just a theoretical concept! Instead, AI is a practical tool today to help you address and solve real-world problems. In this course, you will learn about the fundamentals of AI and how you can put this amazing technology to work today to help you and your team work more efficiently and effectively. Participate in this course to learn about the fundamentals of AI and the specific types of problems AI can help you address. You will learn about AI features available in everyday applications - including Excel - and how to use these features in situations such as detecting fraud and identifying potential transaction errors. You will also learn how AI is changing accounting and financial professionals' work today and in the future.
K2's Working Remotely - The New Normal
Thursday, June 29
10:00am - 1:30pm
TBD
4.00 Credits
Member Price: $219
Many team members now work remotely, whether by choice or necessity. As a result, questions abound about remote access to desktops and data, security, communications, collaboration, and other considerations in this new normal. When implemented correctly, remote work strategies can be a "win-win" for all involved; on the other hand, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members. In this session, you will learn today's best practices for working remotely. Specifically, you will learn about various remote access tools, communication and collaboration options, and security best practices. You will also learn about managing and monitoring workflows in remote work environments and tools you can use for that purpose. After completing this session, you can implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.
K2's Emerging Technologies, Including Blockchain & Cryptocurrencies
Thursday, June 29
2:00pm - 5:30pm
TBD
4.00 Credits
Member Price: $219
Unlike technologies we use every day, many currently emerging technologies can change how we work in the future. This session covers an assortment of technologies nearing mainstream adoption and helps you understand what they do, how they work, and some of the potential risks and rewards they offer. Attend this course, and learn the basics of blockchain, cryptocurrencies, big data, artificial intelligence, and machine learning, as well as some of the uses, benefits, risks, and threats posed to legacy businesses by these innovative yet disruptive platforms.