{"title":"On Demand","description":"\u003cp\u003e\u003cspan\u003eK2E Canada offers an expanding curriculum of On Demand CPD courses for accounting, financial, and other professionals, covering topics like Excel, QuickBooks, PDFs, accounting solutions, and Microsoft Office. These high-quality courses can be accessed on your schedule through the advanced CPE Today learning platform, providing a seamless and engaging learning experience to enhance your skills at your convenience.\u003c\/span\u003e\u003c\/p\u003e","products":[{"product_id":"disabled-bf0t","title":"K2's Excel Best Practices","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eAs spreadsheets continue to evolve, so too 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.\r\n\r\nToday'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” CPD program. Course materials include relevant examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential.\r\n\r\nThis course covers features found in Excel versions 2007 and newer.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList critical spreadsheet design fundamentals\r\n\u003c\/li\u003e\n\u003cli\u003eIdentify techniques used to minimize data input errors.\u003c\/li\u003e\n\u003cli\u003eUtilize Excel’s Table feature as a foundational component of spreadsheets.\u003c\/li\u003e\n\u003cli\u003eIdentify and implement three different techniques for consolidating data.\u003c\/li\u003e\n\u003cli\u003eUtilize various Excel features, such as Go To Special to solve specific spreadsheet issues.\u003c\/li\u003e\n\u003cli\u003eList and apply four techniques for sharing an Excel workbook and collaborating with others.\u003c\/li\u003e\n\u003cli\u003eImplement various techniques for auditing and error-checking Excel workbooks, including Trace Precedents, Trace Dependents, and Formula Auditing.\u003c\/li\u003e\n\u003cli\u003eIdentify the advantages of working with Defined Names in Excel.\u003c\/li\u003e\n\u003cli\u003eList and apply six techniques for securing Excel data.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 8.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental knowledge of Microsoft Office Excel 2007 or newer. \u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41721617350754,"sku":"bf0t","price":396.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/excelreport_2f214a7e-3ce1-489a-94a8-9fd2aeb9080e.jpg?v=1740634666"},{"product_id":"k2s-onedrives-best-practices-23s-1drive","title":"K2's OneDrive's Best Practices","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eAlthough Windows incorporates the OneDrive app, you may not have configured it correctly for your specific needs. Using the OneDrive app and the related Cloud storage service to their fullest potential means you can access your files when and where you need them. Further, sharing your files and collaborating with others is easy when using OneDrive correctly. In this session, you will learn best practices for taking full advantage of OneDrive.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eNavigating to OneDrive on the web\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSynchronizing your files to your desktop pc\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eWorking with shared files\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eManaging different versions of files\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUnderstanding how OneDrive works with OneNote, Teams, and SharePoint\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify options for accessing and managing your files in OneDrive\u003c\/li\u003e\n\u003cli\u003eList the steps necessary to synchronize your files from the Cloud to your computer\u003c\/li\u003e\n\u003cli\u003eIdentify opportunities for sharing files and accessing previous versions of a file\u003c\/li\u003e\n\u003cli\u003eName the steps for creating a OneNote notebook in OneDrive\u003c\/li\u003e\n\u003cli\u003eList options for viewing OneDrive thru Teams or SharePoint\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 1.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Microsoft apps knowledge and general knowledge of computer operations\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e We recommend you log in to your OneDrive account before starting this session\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Business professionals who seek to enhance their understanding of Microsoft OneDrive\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Connie Clark\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724345614434,"sku":"23s-1drive","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-OneDrive-Best-Practices-Cl.jpg?v=1775510221"},{"product_id":"k2s-case-studies-in-fraud-and-technology-controls-i9lc","title":"K2's Case Studies in Fraud and Technology Controls","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eDefine information technology general controls and information technology application controls and distinguish between the two.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDefine information technology general controls and information technology application controls and distinguish between the two.\u003c\/li\u003e\n\u003cli\u003eList examples of key information technology controls.\u003c\/li\u003e\n\u003cli\u003eList recommendations for improving internal controls in an organization.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Auditing\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental understanding of internal controls\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e Recognize control failures and weaknesses that can lead to fraud.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724345778274,"sku":"i9lc","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/i9lc.jpg?v=1740634675"},{"product_id":"k2s-top-ten-outlook-tips-23s-10out","title":"K2's Top Ten Outlook Tips","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eUsing Outlook for email management is routine for most business professionals these days. But unfortunately, using this tool for so long may cause some to perpetuate bad practices and habits when working in Outlook and exploring new options Outlook offers. In this session, you will discover ten valuable tips to take you to the next level of your email and work management.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eAction your email with more than just a flag\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eWorking more efficiently by structuring your screen better, creating shortcut buttons, using Categories, creating Search folders, and using boards\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eStore emails in better places so you can reference them faster\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eStop typing and use templates instead\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCite examples of how to action and sort your emails faster\r\n\u003c\/li\u003e\n\u003cli\u003eList examples of valuable shortcuts you can add to Outlook\r\n\u003c\/li\u003e\n\u003cli\u003eIdentify options for storing your email, so that referencing is easy\r\n\u003c\/li\u003e\n\u003cli\u003eList examples of using boards to access information more quickly\r\n\u003c\/li\u003e\n\u003cli\u003eCite examples of how categories and search folders can improve efficiency\r\n\u003c\/li\u003e\n\u003cli\u003eIdentify processes for cleaning up email quickly\r\n\u003c\/li\u003e\n\u003cli\u003eList the steps for creating templates to save time\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic understanding of Microsoft Outlook\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Business professionals who desire to enhance their understanding of Microsoft Outlook\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Connie Clark\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724345843810,"sku":"23s-10out","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Top-Ten-Outlook-Tips-Cl.jpg?v=1740634677"},{"product_id":"k2s-ethics-and-technology-sf38","title":"K2's Ethics and Technology","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eWith the explosion of technology in the workplace, a fair question to ask is, “what are the ethical considerations and impacts related to this technology?” Practical technology issues such as data privacy and security undoubtedly carry ethical considerations. Technology also affects the ethics associated with work-life balance, the digital divide, training needs, copyrights, and fraud.\r\nIn this course, you will learn about “technoethics” and its implications on individuals and organizations. To that end, you will explore many of the current and emerging issues associated with ethics and technology, such as copyrights, cybercrimes, privacy versus security, and geo-tracking technologies. Given the profound implications of ethics and technology, this could be the most crucial session in which you will ever participate.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDistinguish between ethics and morals.\r\n\u003c\/li\u003e\n\u003cli\u003eDefine technoethics and identify examples of business ethics issues and how they are affected by technology.\u003c\/li\u003e\n\u003cli\u003eRecognize the influence of technology on ethics requirements in Codes of Conduct.\u003c\/li\u003e\n\u003cli\u003eList at least five examples of potential ethics issues associated with leading technologies today.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Behavioral Ethics\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Ward Blatch\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Ward provides consulting and training services throughout Canada and the United States. His years of working with technology to improve operations and workflow result in a positive learning experience when attending a K2E Canada Inc. professional development course.\r\n \r\nWard obtained his CPA, CA designation while working at a Nova Scotia regional accounting firm before starting his own consulting and accounting practice. His practice provides accounting, tax, training, and network evaluations for small businesses and not-for-profit organizations.\r\n\r\nCurrently, Ward lives in rural Nova Scotia with his partner Elizabeth and their twin daughters. The family enjoys exploring the outdoors on foot and canoe.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724345909346,"sku":"sf38","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech2.jpg?v=1740634679"},{"product_id":"k2s-using-onenote-more-and-email-less-23s-1note","title":"K2's Using OneNote More And Email Less","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eOneNote is a fantastic application included in your Microsoft 365 subscription. Yet, it is underutilized and misunderstood most of the time. If you genuinely want to change how you work, embrace OneNote. Stop using Outlook as a filing cabinet for essential emails and move them to OneNote instead. If you share a OneNote notebook with others, you can stop emailing altogether within your group and use OneNote as your collaboration and reference platform.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eUsing OneNote as a powerful reference resource\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eLearn how to move your emails into OneNote\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eShare OneNote with a group of people and communicate within a notebook rather than email\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList tasks for which you might choose to use OneNote\u003c\/li\u003e\n\u003cli\u003eIdentify ways to reduce email and use OneNote for yourself and your group or team\u003c\/li\u003e\n\u003cli\u003eCite examples of how you can use OneNote for storing and retrieving important reference information\u003c\/li\u003e\n\u003cli\u003eIdentify the process for acquiring OneNote\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic understanding of Microsoft apps\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Overview\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None is required; however, we recommend having OneNote accessible during class\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Business professionals seeking to enhance their understanding of Microsoft OneNote and looking for a new way to organize their email communications\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Connie Clark\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724345974882,"sku":"23s-1note","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Using-OneNote-More-Email-Less-Cl.jpg?v=1775510237"},{"product_id":"disabled-43w4","title":"K2's Excel Financial Modeling Best Practices","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eExcel remains the tool of choice for many professionals when building financial models, including forecasted financial statements and budgets. Yet many of these professionals have never received any training on the best practices associated with generating financial modeling spreadsheets. Participate in this session to learn many amazing techniques that will not only help you to save valuable time when building your Excel-based models but will also improve the accuracy and quality of your results.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify ten best practices for creating financial models in Excel;\u003c\/li\u003e\n\u003cli\u003eUtilize Excel features and add-in services for sensitivity, trend, and discounted cash-flow analyses;\u003c\/li\u003e\n\u003cli\u003eCreate optimization models using Excel’s Solver tool;\u003c\/li\u003e\n\u003cli\u003eImplement procedures for eliminating errors in Excel-based financial models; and\u003c\/li\u003e\n\u003cli\u003eIncorporate various formatting techniques to improve the usefulness of reports.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental knowledge of computer operations and Microsoft Office Excel\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724346040418,"sku":"43w4","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/43w4.jpg?v=1740634686"},{"product_id":"accounting-for-financial-statement-uncertainty-estimates-contingencies-and-going-concern-unct","title":"Accounting for Financial Statement Uncertainty: Estimates, Contingencies, and Going Concern","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eUnderstanding the proper accounting for and reporting of financial statement areas containing uncertainty can be challenging, especially ensuring adequate disclosure of risk to the financial statement users. This course will provide critical considerations when evaluating the proper treatment of accounting estimates, loss contingencies, and going concern in U.S. GAAP-basis financial statements.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying financial statement areas containing recognition, measurement, presentation, or disclosure uncertainty\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eApplying common techniques for evaluating the proper accounting treatment of loss contingencies, allowances, accruals, and other areas with recognition and measurement uncertainty\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDescribing important presentation and disclosure considerations when highlighting uncertainty to financial statement users making economic decisions\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEvaluating the adequacy of disclosure of going concern uncertainty under U.S. GAAP\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify areas of the financial statements that contain accounting or reporting uncertainty\u003c\/li\u003e\n\u003cli\u003eRecall the proper accounting treatment of loss contingencies under U.S. GAAP\u003c\/li\u003e\n\u003cli\u003eRecognize how to evaluate the sufficiency of accounting for areas of estimation, such as common allowances and accruals\u003c\/li\u003e\n\u003cli\u003eDescribe the important considerations when determining the proper disclosure of going concern and other areas of uncertainty\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Public and industry accountants responsible for monitoring fair presentation of financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724346433634,"sku":"unct","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Accounting-for-Financial-Statement-Uncertainty-Cl.jpg?v=1775510251"},{"product_id":"the-impact-of-environmental-social-and-governance-esg-related-matters-on-financial-statements-and-audits-esg1","title":"The Impact of Environmental, Social, and Governance (ESG)- Related Matters on Financial Statements and Audits","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eEnvironmental, social, and governance (ESG) has become an area of increasing focus.  ESG reporting includes a broad spectrum of quantitative and qualitative information. Interested parties seek to understand the effects of relevant ESG matters on an entity?s business strategy, cash flows, financial position, and financial performance.  This course will focus on the impact of ESG-related matters on the fair preparation of financial statements and related disclosures, and the related financial statement audit considerations.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eEvolving guidance from the AICPA and other stand-setters related to environmental, social, and governance matters\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eRisks of material misstatement in financial statements and related disclosures emerging from environmental, social, and governance matters\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eExplain the increasing importance of environmental, social, and governance matters to financial statements and annual reports.\u003c\/li\u003e\n\u003cli\u003eDescribe audit risks and considerations in a financial statement audit related to these matters.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724346630242,"sku":"esg1","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/The-Impact-of-ESG-Related-Matters-Financial-Statements-Cl_473245a6-a958-4332-95ce-a467deb8275d.jpg?v=1775510254"},{"product_id":"common-financial-statement-disclosures-for-nonpublic-entities-fsdc","title":"Common Financial Statement Disclosures for Nonpublic Entities","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eFinancial statement disclosures are important to provide the information necessary for financial statement users to make economic decisions.  Disclosures further explain and clarify information provided in the basic financial statements, but also provide critical information about subsequent events, litigation risk, and other concerns.  This course focuses on the most common financial statement disclosures for small- or medium-sized nonpublic entities.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eGeneral disclosures about the entity and its environment\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCommon critical information that supplements the face financial statements\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHighlighting risks and uncertainties through robust footnotes\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTailoring disclosures to the nature, size, and complexity of the entity to provide useful information for economic decisions\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecall common financial statement disclosures for small- and medium-sized nonpublic entities\u003c\/li\u003e\n\u003cli\u003eDescribe critical information useful to financial statement readers for making economic decisions\u003c\/li\u003e\n\u003cli\u003eExplain results of operations through information that supplements the face financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724346728546,"sku":"fsdc","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Common-Financial-Statement-Disclosures-Nonpublic-Entities-Cl.jpg?v=1775510257"},{"product_id":"k2s-formatting-excel-spreadsheets-the-right-way-2pn8","title":"K2's Formatting Excel Spreadsheets the Right Way","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eSome estimates indicate that business professionals spend as much as half their time in Excel working on formatting. If you are interested in getting better formatting results in less time, participate in this session to learn the best practices for applying formats in Excel.  \r\n\r\nIn this session, you will learn the right way to apply formats in your workbooks. More specifically, you will learn about features such as Custom Format Codes, Templates, Styles, the Accounting Format, Precision as Displayed, date formats, and many others, all of which can save you substantial amounts of time when working in Excel.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify the benefits of using Styles for formatting\u003c\/li\u003e\n\u003cli\u003eSpecify which Custom Format codes are necessary for specific situations\u003c\/li\u003e\n\u003cli\u003eList the advantages of using Excel template files\u003c\/li\u003e\n\u003cli\u003eCite examples of when using the Accounting Format is useful\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Specialized Knowledge\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724346826850,"sku":"2pn8","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Formatting_20Excel_20Spreadsheets_20The_20Right_20Way.jpg?v=1740634707"},{"product_id":"accounting-for-equity-investments-equi","title":"Accounting for Equity Investments","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eUnderstanding the proper accounting for and reporting of investments can be challenging, especially given recent changes to U.S. GAAP.  This course will provide critical considerations when evaluating the proper treatment of basic investments in other entities and other common investments for nonpublic entities in U.S. GAAP-basis financial statements, including consideration of recent changes in financial instrument accounting, reporting, and disclosure.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying the three primary factors in determining proper accounting for investments other entities\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExploring the principles underlying equity method investment accounting\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExplaining the practical expedient to account for qualifying alternative investments using net asset value\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDescribing the categorizations for initial recognition and subsequent measurement of equity investments under FASB 321\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDiscussing the key characteristics requiring consolidation of the investee\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDiscussing the foundational principles of fair value measurement and disclosure\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecall the proper accounting for investments\u003c\/li\u003e\n\u003cli\u003eDescribe special accounting considerations, such as equity method investments, alternative investments with net asset value, and more\u003c\/li\u003e\n\u003cli\u003eExplain fair value presentation and disclosure requirements,\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724346892386,"sku":"equi","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Accounting-for-Equity-Investments-Cl.jpg?v=1775510260"},{"product_id":"avoiding-legal-liability-and-peer-review-deficiencies-in-nonaudit-services-including-bookkeeping-and-preparing-financial-statements-nasf","title":"Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThe majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eDifferentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eBest practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEstablishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExplain situations when independence should be appropriately safeguarded when performing nonattest services\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDescribe the nature of risks faced when performing nonaudit services for clients\u003c\/li\u003e\n\u003cli\u003eExplain how to mitigate risks faced by all CPAs in performing nonaudit services\u003c\/li\u003e\n\u003cli\u003eApply best practices for maintaining quality control for nonaudit engagements\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Auditing\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone who performed nonaudit services\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347154530,"sku":"nasf","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/AVOIDI_2.jpg?v=1775510268"},{"product_id":"beyond-the-basics-of-ssars-and-nonattest-services-are-you-certain-you-are-in-compliance-ssar8","title":"Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003ePractitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS  preparation of financial statements service and other nonattest engagements.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eNavigating the impact of SSARSs without risking noncompliance with professional and ethical requirements\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePreventing malpractice claims related to nonattest accounting services\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying and safeguarding independence threats when issuing attest reports\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEstablishing an understanding with the client regarding non-audit services\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDefining the varying levels of responsibility for accountants performing non-audit services\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePerforming compilations and reviews effectively and efficiently, including nature and extent of documentation considerations\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePractice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eProperly considering going concern, subsequent events, and other disclosure matters\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCommon issues related to peer reviews, including recurring reporting problems\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eApplying financial analysis best practices to help your clients better interpret their financial results\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDescribe practice management risks associated with non-audit services\u003c\/li\u003e\n\u003cli\u003eProperly apply relevant professional standards and regulations for non-audit services to minimize litigation and peer review risk\u003c\/li\u003e\n\u003cli\u003eLeverage information obtained on engagements to enhance the quality of client service\u003c\/li\u003e\n\u003cli\u003eBe familiar with the numerous illustrations, examples, and exercises related to practical guidance to implement important key learning points\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 8.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone who performed nonaudit services\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347285602,"sku":"ssar8","price":396.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Beyond-the-Basics-of-SSARS-and-Nonattest-Services-Cl.jpg?v=1775510269"},{"product_id":"professional-ethical-considerations-for-cpas-eth3","title":"Professional Ethical Considerations for CPAs","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eEvery CPA must comply with a Code of Professional Conduct, which is a hallmark of the CPA designation.  CPAs in public practice must overcome higher barriers, such as when attest service providers must also retain independence.  This course will provide an overview of the core principles from which the CPA profession is built upon.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eCore principles of any Code of Professional Conduct applicable to all CPAs, including conflicts of interest, preparing and reporting information, competence, confidential information, and more\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eThe importance of maintaining independence for CPAs in public practice, especially when also performing nonattest services for the attest client\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eComparing and contrasting various ethical standards, including those promulgated by the AICPA, PCAOB, and international bodies\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDescribe core principles underlying the any Code of Professional Conduct that apply to both CPAs in public practice and industry, whether designated by the AICPA, PCAOB, or an international body\u003c\/li\u003e\n\u003cli\u003eExplain common ethical dilemmas faced by all CPAs and how they can be safeguarded to an acceptable level\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Regulatory Ethics\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone who needs to comply with ethical principles\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347449442,"sku":"eth3","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Professional-Ethical-Considerations-for-CPAs-Cl.jpg?v=1775510272"},{"product_id":"power-bi-23pbi10","title":"K2's Power BI in 10 easy steps","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eAlthough Microsoft released Power BI in 2015, many users still struggle to create effective business intelligence reports and dashboards with this powerful tool. If you're ready to get started with Power BI or refine your skills, plan to participate in this session!\r\n\r\nThis course will teach you how to go from “A to Z” in Power BI. More specifically, you will learn how to query data into Power BI, create visualizations in your Power BI reports, convert those reports to dashboards, optimize your dashboards for mobile viewing, secure your dashboards, and share them with your team. This course is your “go-to” resource for getting started or improving your Power BI skills.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eLinking data into Power BI\r\n\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCreating effective visualizations\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eConverting Power BI reports to dashboards\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSharing and securing your dashboards\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAnalyzing data with Power BI\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify necessary steps to link data into Power BI datasets\r\n\r\n\u003c\/li\u003e\n\u003cli\u003eList examples of useful visualizations\r\n\u003c\/li\u003e\n\u003cli\u003eCite examples of data analytics options in Power BI\r\n\u003c\/li\u003e\n\u003cli\u003eDifferentiate between reports and dashboards\r\n\u003c\/li\u003e\n\u003cli\u003eList the procedures necessary to enable a dashboard for mobile viewing\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental understanding of computer operations\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting, financial, and other business professionals seeking to use Power BI or to improve their Power BI skills\t\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347547746,"sku":"23pbi10","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech8.jpg?v=1740634726"},{"product_id":"cpa-firm-technology-23c00773","title":"CPA Firm Technology","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eCPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for the future? What is the best way to handle everything from better client interaction from PBC to eSignature through the best Advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eReview of major upcoming technology and industry trends for professional accounting.\u003c\/li\u003e\n\u003cli\u003eDeveloping a strategic road map for improvement of firm operations including recruiting younger clients and implementing new technology.\u003c\/li\u003e\n\u003cli\u003eDiscussion of the CPA top-level domain for the firm’s website and email.\u003c\/li\u003e\n\u003cli\u003eList of specific recommended technology solutions (e.g. apps, programs, platforms, etc.) to assist the firm in meeting organizational objectives.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Stephen Yoss\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Big Bear Lake, CA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347613282,"sku":"23c00773","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech10.jpg?v=1740634728"},{"product_id":"ten-teams-features-you-cant-afford-to-miss-23c00775","title":"K2's Ten Teams Features You Can't Afford to Miss","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eMicrosoft Teams is one of the best additions to Microsoft Office in years. Teams brings together functionality from SharePoint, OneDrive for Business, Skype for Business, other Office 365 apps such as Office Online, Planner, OneNote, and Power BI, and numerous third-party apps such as YouTube, Evernote, Zoho Desk, and ShareFile. In this session, you will learn how to use Microsoft Teams to organize workflows, communications, and facilitate document sharing for your workgroup, department, or organization. Regardless of the size of your team, having all information in one place and completely integrated with other Office applications can dramatically improve teamwork and performance. This webinar provides all the information necessary to get up and running with Microsoft Teams.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify opportunities in Teams to communicate more efficiently with others.\u003c\/li\u003e\n\u003cli\u003eList the steps necessary to use Teams to collaborate with people outside your organization.\u003c\/li\u003e\n\u003cli\u003eDifferentiate between various security protocols in Teams.\u003c\/li\u003e\n\u003cli\u003eIdentify business processes that you can improve by integrating other apps with Teams.\u003c\/li\u003e\n\u003cli\u003eList examples of features available on the Teams app for mobile devices.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347678818,"sku":"23c00775","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech30.jpg?v=1740634730"},{"product_id":"business-intelligence-featuring-microsofts-power-bi-tools-23c00783","title":"Business Intelligence Featuring Microsoft's Power BI Tools","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eIn 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.\r\nIn this program, you will learn how to implement ?do it yourself business intelligence? using a variety of techniques and tools. You will learn how to work with some of the advanced data query and summarization features in Excel to create Excel-based dashboards and then you will learn how to leverage that knowledge to build even more powerful BI objects using Microsoft's Power BI tools. If gaining greater insights into your data to make better decisions is of interest to you, then join us for a fast-paced look at how you can take advantage of these fantastic tools.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eCreate Excel-Based BI dashboards\u003c\/li\u003e\n\u003cli\u003eList the potential shortcomings of BI solutions based wholly on Excel\u003c\/li\u003e\n\u003cli\u003eIdentify and implement various Excel add-ins that might be useful in BI applications\u003c\/li\u003e\n\u003cli\u003eDifferentiate between the BI opportunities in Excel and Power BI\u003c\/li\u003e\n\u003cli\u003eCreate and distribute dashboards using Power BI\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 8.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347744354,"sku":"23c00783","price":396.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/advancedexcel.jpg?v=1775510287"},{"product_id":"excel-essentials-for-staff-accountants-eesa23c00784","title":"Excel Essentials for Staff Accountants","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eExcel 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 \u0026amp; 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.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList five critical best practices associated with creating workbooks and construct workbooks that comply with these principles\u003c\/li\u003e\n\u003cli\u003eUtilize PivotTables and PivotCharts to summarize and present data quickly, without writing formulas\u003c\/li\u003e\n\u003cli\u003eBuild sophisticated formulas to assist with reporting and analysis, including formulas that use functions such as VLOOKUP, XLOOKUP, SUMIFS, CHOOSE, XNPV, XIRR, PMT, IPMT, ACCRINT, and TRIM\u003c\/li\u003e\n\u003cli\u003eCreate Tables from ranges of Excel data and identify the primary advantages of working with Tables\u003c\/li\u003e\n\u003cli\u003eApply formats quickly and efficiently to Excel reports and understand the importance of features such as the Accounting format, Accounting Underlines, Precision as Displayed, Center Across Selection, and Flash Fill\u003c\/li\u003e\n\u003cli\u003eWork with date-oriented data in Excel and create calculations ? such as those involving depreciation expense and interest accruals ? that involve the passage of time\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 8.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347809890,"sku":"eesa23c00784","price":396.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/excel2.jpg?v=1775510288"},{"product_id":"k2s-accounting-solutions-mid-market-23c00789","title":"K2's Accounting Solutions: Mid-Market","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eMany businesses are being held back by legacy solutions. The old way of doing things doesn't work anymore. Instead, Software as a Service (SaaS) has transformed many mid-market companies. In this new world of cloud-based, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways without being bogged down by paper-centric environments. This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your existing system has been in place for seven or more years, it is time to consider upgrading or replacing it. Leverage your instructor's knowledge of the market to minimize your risk.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eOverview of mid-market solutions\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eProbable third-party solutions required\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAccounting solutions for specific industries\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSpecific strategies to use in selecting a system\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance on preparatory steps and conversions\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList the top five products in the mid-market\r\n\u003c\/li\u003e\n\u003cli\u003eIdentify standard third-party solutions needed\r\n\u003c\/li\u003e\n\u003cli\u003eDifferentiate between a nice-to-have upgrade and a genuine business need\r\n\u003c\/li\u003e\n\u003cli\u003eCreate an implementation plan for your business\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 1.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Update\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting professionals who need to understand the changes and options in Mid-Market accounting software\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Randy Johnston\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hutchinson, KS\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services.\r\nK2 Enterprises (K2E.com) – Executive Vice President, Shareholder – Nation’s leading technology CPE provider to CPA professionals. Consults to high profile technology vendors. Delivers national seminars to CPAs, business groups and IT leaders on technologies in accounting, healthcare and banking. Creates and presents seminars and articles on 30+ technology topics including CPA Firm Technology, Paperless, Accounting Software, Cloud, Business Continuity, and Strategies leveraging technology. (1990 – Present, Hammond, LA)\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347875426,"sku":"23c00789","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Accounting-Solutions-Mid-Market-Cl.jpg?v=1740634736"},{"product_id":"k2s-now-is-the-time-to-automate-23c00795","title":"K2's Now Is The Time To Automate!","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThe term ?automate? has been an industry buzzword for at least a decade. Yet, few organizations have embarked on successful automation journeys, leading to greater efficiencies, reduced errors, and happier team members. In this session, you will learn how to crank up your automation projects and see first-hand how easy and effective automation can be. More specifically, this session shows you exactly how you can work with tools from Zoho, Zapier, and Microsoft to enable powerful routines that will allow you and your team to get more done in less time.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eWhere to begin your automation journey\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eWhich automation tools should you initially focus on\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to automate everyday tasks in accounts payable, banking, and approval workflows\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCommon automation pitfalls\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify at least three benefits of successful automation efforts\u003c\/li\u003e\n\u003cli\u003eList two automation tools you can use to extract and transform data\u003c\/li\u003e\n\u003cli\u003eSpecify examples of Microsoft 365 plans that include access to Power Automate\u003c\/li\u003e\n\u003cli\u003eDifferentiate between Power Automate and Zapier\u003c\/li\u003e\n\u003cli\u003eIdentify at least three tasks that most businesses should automate\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental understanding of basic computer operations\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting and financial professionals desiring to improve efficiency, accuracy, and internal control\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724347940962,"sku":"23c00795","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Now-Time-to-Automate-Cl.jpg?v=1775510289"},{"product_id":"k2s-ten-must-know-features-in-excel-23c00803","title":"K2's Ten Must Know Features In Excel","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eMost business professionals have used Excel for years, often without the benefit of any formal training. Thus, they don't know about key features in the application and, therefore, don't use them. Of course, this leads to inefficiencies and errors. Isn't it time to stop this madness? This session is for you if you're ready to become more efficient and effective with Excel! You will learn ten critical features that can help you get more work done in less time and improve your accuracy. We encourage you to make plans to join us for this session to learn the best ways of working with Excel!\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eBest practices for working with large volumes of data\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to securely and efficiently collaborate with others\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUsing Excel for optimization scenarios\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCreating ?audit trails? in Excel\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDefine ?dynamic arrays? and list examples of their benefits\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList at least three primary features associated with Power Query\u003c\/li\u003e\n\u003cli\u003eIdentify the steps necessary to utilize modern collaboration options in Excel\u003c\/li\u003e\n\u003cli\u003eCite examples of the benefits related to using dynamic arrays\u003c\/li\u003e\n\u003cli\u003eDifferentiate between Solver and Scenario Manager as optimization tools\u003c\/li\u003e\n\u003cli\u003eIdentify at least three benefits of protecting your data with Sensitivity Labels\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic knowledge of Microsoft Office Excel\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting and financial professionals seeking to improve their efficiency and effectiveness when working with Excel\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724348006498,"sku":"23c00803","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Excel-26-5.jpg?v=1775510290"},{"product_id":"k2s-ripped-from-the-headlines-outrageous-tales-of-cybercrimes-23s-cyber","title":"K2's Ripped From The Headlines – Outrageous Tales Of Cybercrimes","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eRemote work environments have created many new opportunities for cybercriminals and other fraudsters to exploit, and accounting professionals are some of the most commonly targeted individuals. This session is a series of case studies that examine actual criminal filings and news accounts and use them to highlight some of the actions you can take to limit your exposure to similar schemes. Attend this session and learn more about how high-profile control failures occurred so you can be more effective at preventing crimes in your organization.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eCommon security weaknesses which occur with hardware and software at home and in the office\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eMalware, ransomware, data breach, and incident response tips\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eInternal control failures that resulted in the theft of assets or unauthorized manipulation of data\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUser authentication and security awareness training\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList at least three major security incidents reported in the headlines in the last year, and explain at least one primary internal control design or operation flaws that allowed the hack to occur\r\n\u003c\/li\u003e\n\u003cli\u003eSelect the correct definitions for security terms such as attack surface, vulnerability, exploit, social engineering, phishing, malware, heuristics, biometrics, and multi-factor authentication (MFA)\r\n\u003c\/li\u003e\n\u003cli\u003eList at least three best practices learned by reviewing the control failures cited in the case studies\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Auditing\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Managers, owners, and accounting professionals who desire to learn from computer crime incidents best practices they can use to enhance their organization’s security posture\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Brian Tankersley\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Knoxville, TN\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724348203106,"sku":"23s-cyber","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Ripped-From-Headlines-Tales-of-CyberCrimes-Cl.jpg?v=1740634745"},{"product_id":"k2s-simplifying-and-economizing-your-tech-stack-23s-tstack","title":"K2's Simplifying And Economizing Your Tech Stack","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eAll business professionals need access to the necessary technology to help them perform their jobs efficiently and effectively. Yet, no one should overpay for their tech stack. Unfortunately, though, many are overpaying and have yet to realize it. In this session, you will learn valuable tips to help you simplify and economize your technology stack. Participate in this session to avoid the risk of overpaying for your tech tools.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eTaking an inventory of installed applications and tools\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying the tech tools you need and those you don’t\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCanceling unnecessary licenses and subscription services\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify tech tools installed in business environments\r\n\u003c\/li\u003e\n\u003cli\u003eList examples of features in tech stacks often duplicated across applications\r\n\u003c\/li\u003e\n\u003cli\u003eCite examples of applications and services that are less expensive alternatives to traditional technologies\r\n\u003c\/li\u003e\n\u003cli\u003eCalculate the total cost of ownership of specific tech tools\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 1.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic knowledge of technology and software licensing\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting and financial professionals seeking to ensure they have the tech tools they need without overspending\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724348301410,"sku":"23s-tstack","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Simplifying-Economizing-Tech-Stack-Cl.jpg?v=1740634747"},{"product_id":"k2s-taking-another-look-at-pdfs-23s-pdfs","title":"K2's Taking Another Look At PDFs","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eWe're all familiar with PDF documents. However, it's safe to say that most professionals use only a tiny fraction of their features. This circumstance is unfortunate, considering all you can do with PDF documents. Therefore, isn't it time to take another look at PDF documents and all you can do with them?\r\n\r\nParticipate in this session to learn more about PDFs and how and why they should be a cornerstone technology in most organizations. Collaboration options, long-term storage and archival, and fillable forms are just a few features you will learn about in this session. This session is for you if you're ready to elevate your PDF productivity!\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eUnderstanding the Portable Document Format\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying tools you can use to work with PDFs\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCollaborating using PDFs\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCreating, distributing, and collecting fillable PDF forms\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUsing PDFs to enhance security\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList examples of PDF software vendors\u003c\/li\u003e\n\u003cli\u003eDifferentiate between PDF options available from Adobe\u003c\/li\u003e\n\u003cli\u003eList at least two ways you can use PDFs in collaborative environments\u003c\/li\u003e\n\u003cli\u003eIdentify critical steps in the process used to create fillable PDF forms\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental understanding of PDFs\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Business professionals seeking to enhance their understanding of PDFs\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724348366946,"sku":"23s-pdfs","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Tech-26-47.jpg?v=1775510292"},{"product_id":"k2s-understanding-your-ransomware-risk-23s-rrisk","title":"K2's Understanding Your Ransomware Risk","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eProtecting yourself from ransomware requires more than just anti-virus software. Additional technology protections are necessary. Further, business continuity, legal and regulatory, and cybersecurity insurance considerations should all be a part of your risk abatement strategy. Attend this session to determine if your current level of ransomware protection reduces your risk to an acceptable and identify ways to ensure that you are protected.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eUnderstanding how ransomware can cripple a business\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTrends in ransomware attacks\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eBest practices for minimizing ransomware risk\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDistinguish between various options to mitigate risk\u003c\/li\u003e\n\u003cli\u003eIdentify practical actions for reducing ransomware risk\u003c\/li\u003e\n\u003cli\u003eList examples of high-profile ransomware attacks and how they occurred\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 1.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic knowledge of computer operations\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Update\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting and financial professionals seeking to improve data security by minimizing ransomware threats\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724348432482,"sku":"23s-rrisk","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Understanding-Your-Ransomware-Risk-Cl.jpg?v=1775510293"},{"product_id":"turbo-charging-productivity-with-artificial-intelligence-and-automation-24c00929","title":"Turbo Charging Productivity with Artificial Intelligence and Automation","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eDiscover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.\r\n\r\nExplore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eExploring AI applications in accounting and finance\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUnderstanding AI features in everyday tools\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEmbracing the future: AI's impact on finance and accounting\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecognize essential components of Artificial Intelligence.\u003c\/li\u003e\n\u003cli\u003eDistinguish AI, Machine Learning, and Robotic Process Automation.\u003c\/li\u003e\n\u003cli\u003eExplore practical AI applications in accounting and finance.\u003c\/li\u003e\n\u003cli\u003eIdentify AI features in applications like Excel\u003c\/li\u003e\n\u003cli\u003eEvaluate AI's impact on accounting and financial fields\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Financial professionals, accountants, bookkeepers, and more\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Stephen Yoss\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Big Bear Lake, CA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread?his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724348530786,"sku":"24c00929","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/AI-26-8_76323b1a-8f12-41af-be27-4de98d457176.jpg?v=1775510318"},{"product_id":"accounting-and-financial-reporting-for-cryptocurrency-and-other-digital-assets-crypto","title":"Accounting and Financial Reporting for Cryptocurrency and other Digital Assets","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eHow to properly account for and audit digital records is increasingly gathering importance as more entities have cryptocurrency and other digital assets on their financial statements.  This course will address common questions, risks, and challenges evolving in this area.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eCommon applications related to initial recognition and measurement, subsequent measurement or derecognition, presentation, and disclosure of cryptocurrency and other digital assets\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eFeedback from the AICPA?s Digital Assets Working Group intended to assist auditors with opining on these digital records\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eExplain common questions related to the fair presentation and disclosure of cryptocurrency and other digital assets\u003c\/li\u003e\n\u003cli\u003eDescribe common risks and audit techniques relevant to digital records\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724348989538,"sku":"crypto","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Accounting-and-Financial-Reporting-Cryptocurrency-Digital-Assets-Cl.jpg?v=1775510345"},{"product_id":"the-basics-of-derivative-and-hedge-accounting-derv","title":"The Basics of Derivative and Hedge Accounting","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eDerivative and hedge accounting can be complex and confusing. This course will provide an introduction to relevant accounting and financial reporting requirements, including recent FASB changes.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eDiscuss an overview of the types and elements of derivatives\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDefine hedge accounting and requirements for application to be eligible\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExplain common hedges of financial assets and liabilities\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDescribe the impact of discontinuing hedge accounting\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDiscuss simplified hedge accounting available to nonpublic business entities\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecall an overview of nature and types of common derivatives\u003c\/li\u003e\n\u003cli\u003eRecognize what is hedge accounting and why it is desirable\u003c\/li\u003e\n\u003cli\u003eList recent changes to accounting and financial reporting requirements\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349055074,"sku":"derv","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/The-Basics-of-Derivative-and-Hedge-Accounting-Cl.jpg?v=1775510346"},{"product_id":"applying-the-new-expected-credit-loss-model-ecre","title":"Applying the New Expected Credit Loss Model","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eAll entities are subject to the new expected credit loss model established by recent GAAP.  This course will provide highlights of the latest requirements for measurement, presentation, and disclosure.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003ePrinciples behind the new expectation credit loss model\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAcceptable methods for evaluating expected credit loss for certain financial instruments\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEnhanced disclosure requirements common for nonpublic entities.\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify the latest accounting and financial reporting requirements of the expected credit loss model for certain financial instruments\u003c\/li\u003e\n\u003cli\u003eRecall answers to frequently asked questions related to applying the new requirements to nonpublic entities that aren?t financial institutions.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349120610,"sku":"ecre","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Applying-the-New-Expected-Credit-Loss-Model-Cl_356b896a-8d62-4b90-85da-cf541afa3a82.jpg?v=1775510348"},{"product_id":"revenue-recognition-in-an-environment-of-uncertainty-revr","title":"Revenue Recognition in an Environment of Uncertainty","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eApplying Topic 606 in an environment of uncertainty can be especially challenging.  This course will discuss the proper application of the revenue recognition model when facts and circumstances are changing.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying contracts with customers\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDefining performance obligations to the customer, including when multiple obligations are involved\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDetermining the total transaction, including noncash and long-term financing considerations\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAllocating the transaction price and recognizing revenue as performance obligations are satisfied\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecognize challenges with judgments made in applying the revenue recognition model in uncertain times.\u003c\/li\u003e\n\u003cli\u003eApply appropriate accounting in accordance with Topic 606\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone responsible for preparing or attesting upon financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349251682,"sku":"revr","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Revenue-Recognition-in-an-Environment-of-Uncertainty-Cl.jpg?v=1775510350"},{"product_id":"audit-skills-for-beginners-abeg","title":"Audit Skills for Beginners","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eLearn the basic skills new staff need to hit the ground running and efficiently complete assigned tasks, including what new auditors are expected to know and do, including the nature, timing, and extent of common audit procedures. Focus on why certain procedures are performed and perform typical procedures.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eProfessional skepticism ? Creating a mindset for finding fraud and error\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAudit documentation basics ? Creating workpapers that pass review\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eThe audit risk model ? Understanding the foundational principles\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eInternal control fundamentals - Satisfying the requirements for evaluating the design and implementation of internal control over financial reporting\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDescribe the importance of maintaining professional skepticism\u003c\/li\u003e\n\u003cli\u003eExplain critical elements of high-quality audit documentation\u003c\/li\u003e\n\u003cli\u003eList the characteristics of a proper risk assessment process linked to the detailed audit plan\u003c\/li\u003e\n\u003cli\u003eDescribe how to satisfy the minimum requirements for evaluating the design and implementation of internal controls relevant to the audit\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Auditing\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone who is new to performing audits\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349349986,"sku":"abeg","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Audit-Skills-for-Beginners-Cl.jpg?v=1775510351"},{"product_id":"fraud-trends-applying-real-life-lessons-to-small-and-mid-size-entities-fraud3","title":"Fraud Trends – Applying Real-life Lessons to Small- and Mid-Size Entities","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eFraud involves an intentional act to deceive, which may result in material misstatement in the financial statements due to fraudulent financial reporting or misappropriation of assets. Management’s responsibility is to design, implement, maintain and monitor a system of internal control to prevent, or detect and correct, fraud. This module will focus on real-life and practical examples of fraud in smaller- and mid-size environments, including nonprofits.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eFraud trends per the most recent Association of Certified Fraud Examiners (ACFE) Annual Report on Fraud and Abuse\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eReal-life examples of fraud in nonpublic entity and nonprofit environments.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCyber-security risks of fraud\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecall the cause and impact on real-life fraud cases\u003c\/li\u003e\n\u003cli\u003eExplain what to be alert for in an audit in order to identify fraud potential\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\r\n\r\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accountants who have a need to be aware of current fraud trends\r\n\r\n\r\n\r\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm’s national “Train the Trainers” program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349382754,"sku":"fraud3","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Fraud-Trends-Applying-Real-life-Lessons-Small-and-Mid-Size-Entities-Cl.jpg?v=1740634784"},{"product_id":"general-ethics-for-business-professionals-eth4","title":"General Ethics for Business Professionals","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eUnethical behavior can ruin professional careers.  It can also result in fines, penalties, or even a loss of licensure.  This course focuses on the moral dilemmas regularly faced by those that work in either public accounting or industry and how to making the most ethical decisions.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eIntroduction to the concept of ethics\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eExamples of handling personal and professional moral dilemmas\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSuggested steps in making ethical decisions\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eThe importance role that ethics in internal controls needed to achieve organizational objectives\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDescribe the foundation of ethical behavior\u003c\/li\u003e\n\u003cli\u003eAnalyze moral and ethical dilemmas faced in day-to-day situations\u003c\/li\u003e\n\u003cli\u003eExplain important principles underlying ethical decision-making\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Behavioral Ethics\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\r\n\r\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Anyone who needs to comply with ethical principles\r\n\r\n\r\n\r\n\r\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm’s national “Train the Trainers” program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349513826,"sku":"eth4","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/General-Ethics-for-Business-Professionals-Cl.jpg?v=1740634788"},{"product_id":"whats-coming-next-technology-strategies-for-cpas-24c01153","title":"What's Coming Next: Technology Strategies for CPAs","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eIn an era where technology dictates the pace of change, financial professionals are tasked with staying abreast of the latest and greatest tech advancements to maintain a competitive edge. This course is designed to guide you through the maze of new technologies, ensuring that you have the knowledge to stay at the forefront of your field. Participants will delve into the most recent developments in networking, cloud solutions, and connectivity, understanding how these foundational technologies can be harnessed to drive efficiency and innovation. Specific hardware considerations will be addressed, providing attendees with practical advice on which devices and tools can best support their business objectives.\r\n\r\nThis course is specifically tailored for those who are not just looking to keep up but to lead the charge in their organizations. From the nuances of advanced AI applications and IoT integration to the strategic use of cloud-based services and robust cybersecurity measures, attendees will leave with a comprehensive understanding of the technology landscape. The curriculum goes beyond theory, offering real-world applications and networking opportunities that can translate into immediate benefits for your business. By exploring the latest offerings from industry leaders and uncovering the potential of cutting-edge hardware, this course is an indispensable resource for financial experts eager to capitalize on technological innovation. Embrace this opportunity to elevate your professional toolkit and ensure that your organization is not just prepared for the future but actively shaping it.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eHarness AI for Financial Insight and Precision\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCloud Computing: Collaborate and Access Anywhere\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eIoT Integration: Smart Tech for Smart Businesses\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eIoT Integration: Smart Tech for Smart Businesses\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eStrategic Hardware: Tools for Tomorrow’s CPA\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify the role of AI and machine learning in driving innovation within financial services.\u003c\/li\u003e\n\u003cli\u003eApply cloud computing strategies to improve accessibility and collaboration in financial tasks.\u003c\/li\u003e\n\u003cli\u003eEvaluate the practical implications of adopting IoT technologies in business operations.\u003c\/li\u003e\n\u003cli\u003eUtilize the latest productivity software to enhance effectiveness in day-to-day financial activities.\u003c\/li\u003e\n\u003cli\u003eAnalyze major technology trends to prepare organizations for future technological shifts.\u003c\/li\u003e\n\u003cli\u003eImplement new hardware solutions to support and streamline financial management processes.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 3.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e CPAs eager to integrate cutting-edge tech and boost their firm’s performance should attend.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Stephen Yoss\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Big Bear Lake, CA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41724349612130,"sku":"24c01153","price":148.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/What-is-Coming-Next-Technology-Strategies-CPAs-Cl.jpg?v=1740634790"},{"product_id":"k2s-securing-your-data-practical-tools-for-protection-information-r5vp","title":"K2's Securing Your Data - Practical Tools for Protection Information","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eSecurity is not optional and yesterday's security techniques are not working to minimize today's security threats. Therefore, now is the time for you to tune up what you know about protecting sensitive data.  In this program, you will learn about the latest tools and techniques for securing your data, including encryption, virus protection, secure communications, electronic signatures, secure authentication, and more.  You will also learn how to implement a very practical, five-step approach to securing your PC and the types of questions you should be asking of your staff to ensure server-based information remains protected.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eAssess the relevant security risks in your organization\u003c\/li\u003e\n\u003cli\u003eIdentify specific tools and techniques to protect sensitive data\u003c\/li\u003e\n\u003cli\u003eList five specific steps to improve PC security\u003c\/li\u003e\n\u003cli\u003eImplement security procedures to improve organizational security\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic understanding of computer operations\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779886260322,"sku":"r5vp","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/r5vp.jpg?v=1775510220"},{"product_id":"k2s-kicking-it-up-a-notch-with-kpis-23s-kpis","title":"K2's Kicking It Up A Notch With KPIs","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThe adage, “what gets measured, gets managed,” has never been more true than it is today. Organizations of all kinds and sizes are creating systems and processes to categorize, track, and report on many of their operations by creating reports featuring key performance indicators (KPIs). This session will teach you about many different kinds of KPIs. Further, you will learn how to find data and use tools like Microsoft Excel and Power BI to measure performance. You will also identify the benefits and drawbacks of using KPIs in management philosophies like holacracy to make it easier for employees to know in real time where they stand.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eTypes of KPIs\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to look for data in your existing systems\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eThe basics of data prep tools\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTools for tracking and reporting on KPIs\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify the correct definition for terms associated with key performance indicators from a list of options\r\n\u003c\/li\u003e\n\u003cli\u003eDifferentiate the benefits and limitations of using tools such as Excel, Power BI, and Tableau for reporting KPIs\r\n\u003c\/li\u003e\n\u003cli\u003eWhen presented with the name of an Excel or Power Query feature discussed in the session, select the definition that best describes the feature\r\n\u003c\/li\u003e\n\u003cli\u003eList examples of KPIs that might be useful in many business environments\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 1.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic understanding of Microsoft Excel\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting and financial professionals who want to learn and utilize best practices for measuring business performance\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Brian Tankersley\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Knoxville, TN\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779886784610,"sku":"23s-kpis","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/K2-Kicking-It-Up-Notch-KPIs-Cl_d733f83c-3281-410b-b027-bb92556f6208.jpg?v=1740634743"},{"product_id":"k2s-better-productivity-through-artificial-intelligence-and-automation-tools-24s-ss","title":"K2's Better Productivity Through Artificial Intelligence And Automation Tools","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eArtificial Intelligence (AI) and automation tools offer incredible opportunities for all business professionals to improve productivity and accuracy. For example, generative AI tools such as ChatGPT and Bard can be beneficial when conducting research or drafting reports and correspondence. Likewise, Microsoft's Power Automate platform and similar tools such as Zapier can help you elevate efficiency to levels you may have thought unattainable.  If this sounds appealing, plan to participate in this session to modernize your workflows and take advantage of these tools.\r\n\r\nThis session will teach you practical applications of today's AI and automation tools. Moving beyond fundamental discussions, you will learn how to use AI and automation to streamline workflows, improve internal control, maximize productivity, and even improve team member morale. In addition, you will learn about some potential pitfalls associated with these technologies and how to avoid making mistakes when using these tools. In sum, this session is ?must-see CPD,? and you should plan to participate in this class today.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003ePractical opportunities to leverage artificial intelligence and automation in business settings\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePotential risks associated with using AI and automation, including inherent ethical issues\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePros and cons associated with tools such as ChatGPT, Bard, Power Automate, and Zapier\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList potential benefits and risks associated with artificial intelligence and automation\u003c\/li\u003e\n\u003cli\u003eIdentify examples of tasks that you can improve using AI\u003c\/li\u003e\n\u003cli\u003eList examples of how you can use Power Automate and similar tools to automate tasks\u003c\/li\u003e\n\u003cli\u003eSpecify characteristics of tasks that lend themselves to automated workflows\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental understanding of business technologies and workflows\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e CPAs and other accounting, financial, and business professionals who want to work more efficiently using AI and automation\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888029794,"sku":"24s-ss","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech53_890941b4-69b5-40bd-9120-da21a5f93ec3.jpg?v=1775510388"},{"product_id":"k2s-better-reporting-with-quickbooks-online-25c0qbo-ss","title":"K2's Better Reporting With QuickBooks Online","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003ePresently, over seven million businesses use QuickBooks Online. However, these businesses often struggle to get the reports they need. In some cases, they are limited because of their chosen subscription. However, necessary reports are available in other cases, yet users do not know how to access them. Join us in this session to learn about better reporting options in QuickBooks Online.\r\n\r\nIn this session, you will learn how to create and customize your reports in QuickBooks Online. You will learn about Standard, Custom, and Management reports. You will also learn about the new Spreadsheet Sync tool that allows you to create customized reports, including multi-company reports in Excel. If you use QuickBooks Online and want to improve reporting, this session is for you!\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eThe types of reports available in QuickBooks Online, by subscription level\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCustomizing reports to meet your needs\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSpreadsheet Sync in QuickBooks Online Advanced\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDifferentiate between report types in QuickBooks Online\u003c\/li\u003e\n\u003cli\u003eList the steps necessary to create custom reports\u003c\/li\u003e\n\u003cli\u003eIdentify how Management Reports differ from traditional reports\u003c\/li\u003e\n\u003cli\u003eSpecify how to use the new Spreadsheet Sync feature in QBO\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 1.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Basic understanding of small business reporting needs and tools, including QuickBooks Online\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e QuickBooks Online users seeking to improve reporting processes.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888062562,"sku":"25c0qbo-ss","price":49.5,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/accounting20_7f0743e4-faa4-493d-bc79-a221e2723eec.jpg?v=1775510390"},{"product_id":"k2s-excel-charting-and-visualizations-25c01217","title":"K2's Excel Charting and Visualizations","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eCharts and graphs are nothing new. However, many professionals struggle with building compelling visualizations. If that statement describes you, participate in this session to improve your skills in creating Excel charts and other visualizations. As a result, you will create visualizations to enhance your communication skills.\r\n\r\nThis session is much more than just a seminar on fundamental charts. Instead, in this session, you will learn how to create advanced charts that are interactive, dynamic, and aesthetically pleasing – three qualities that will help to ensure that your readers and audience will understand the data you are presenting. This seminar is a must if you want to improve your communication skills.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eUnderstanding the best types of visualizations to use in specific situations\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCreating compelling visualizations using Excel\r\n\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAdding interactivity to your Excel-based visualizations\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify the types of visualizations that you should use to communicate specific messages\r\n\u003c\/li\u003e\n\u003cli\u003eList the steps to creating compelling visualizations in Excel and other Microsoft Office applications\r\n\u003c\/li\u003e\n\u003cli\u003eIdentify options for creating interactive visualizations\r\n\u003c\/li\u003e\n\u003cli\u003eUtilize Sparklines and Conditional Formatting to enhance visualizations in Excel\r\n\u003c\/li\u003e\n\u003cli\u003eIdentify options for linking Excel-based data and visualizations into Word and PowerPoint\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental understanding of creating charts in Microsoft Office applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888095330,"sku":"25c01217","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/excel3_3d06dcd5-17f7-41d8-9d2d-fc0f1974de80.jpg?v=1740634797"},{"product_id":"k2s-advanced-excel-25c01220","title":"K2's Advanced Excel","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eIf 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.\r\n\r\nThe 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.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eCollaboration and security techniques\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eTables, data models, and PivotTables\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAdvanced formulas\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eData queries\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCreating effective visualizations\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eIdentify  and  implement  the  best techniques  to  secure  sensitive  information  in  Excel  workbooks and  collaborate with other users to improve accuracy and efficiency\u003c\/li\u003e\n\u003cli\u003eCreate tables and take advantage of their advanced features, such as dynamic data ranges, structured reference formulas, and the ability to relate multiple tables together into a Data Model\u003c\/li\u003e\n\u003cli\u003eImport and link data into Excel from external sources ? including text, Access, and SQL Server ? and use advanced tools, such as Power Query and various cleanup tools to manipulate the data to meet specific needs\u003c\/li\u003e\n\u003cli\u003eUse advanced functions, such as SUMPRODUCT, VLOOKUP, HLOOKUP, MATCH, INDEX, NETWORKDAYS, RAND, RANDBETWEEN, NPV, IRR, XNPV, and XIRR to create and audit complex formulas\u003c\/li\u003e\n\u003cli\u003eAnalyze worksheet data using techniques such as Data Tables, Subtotals, Slicers, Filters, and PivotTables\u003c\/li\u003e\n\u003cli\u003eDescribe techniques used to create, manipulate, and customize charts for analyzing and communicating information\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Accounting; 4.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Experienced Excel user\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Advanced\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888128098,"sku":"25c01220","price":396.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/excel4_39a0f577-b7af-4bdb-816b-1f1e2448a12f.jpg?v=1775510391"},{"product_id":"k2s-artificial-intelligence-for-accounting-and-financial-professionals-25c01222","title":"K2's Artificial Intelligence For Accounting And Financial Professionals","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eDiscover the real-world power of Artificial Intelligence (AI) and equip yourself with the skills to conquer modern challenges in accounting and finance. In this engaging course, we demystify AI and unveil its practical applications, transforming it from theory into a hands-on tool. Learn the essential AI fundamentals and unlock its remarkable potential to boost your productivity and effectiveness alongside your team.\r\n\r\nExplore the specific problem-solving capabilities of AI, tailored to address the unique challenges faced by accounting and financial professionals. Gain expertise in leveraging AI features integrated into everyday applications, including the ubiquitous Excel. Uncover how these features enable you to effortlessly detect fraud, identify potential transaction errors, and elevate your financial operations to new heights. Witness firsthand how AI is reshaping the present and future of your profession, positioning you at the forefront of this revolutionary wave.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eExploring AI applications in accounting and finance\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUnderstanding AI features in everyday tools\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEmbracing the future: AI's impact on finance and accounting\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eRecognize essential components of Artificial Intelligence.\u003c\/li\u003e\n\u003cli\u003eDistinguish AI, Machine Learning, and Robotic Process Automation.\u003c\/li\u003e\n\u003cli\u003eExplore practical AI applications in accounting and finance.\u003c\/li\u003e\n\u003cli\u003eIdentify AI features in applications like Excel.\u003c\/li\u003e\n\u003cli\u003eEvaluate AI's impact on accounting and financial fields.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting and financial professionals seeking to learn how to use Artificial Intelligence to work more efficiently and improve business processes\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Stephen Yoss\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Big Bear Lake, CA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread?his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888160866,"sku":"25c01222","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech46_5e2bf9b2-4679-4fb9-954c-8b5134875099.jpg?v=1775510393"},{"product_id":"k2s-next-generation-excel-reporting-25c01223","title":"K2's Next Generation Excel Reporting","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eNew features in Excel provide tremendous opportunities to improve Excel-based operational and financial reports. For example, Data Models, Power Query, Data Analysis Expressions, Power Pivot, and many others can help you create more powerful summaries and schedules in less time than ever. Bundle these tools with some of Excel's ?legacy? features, and you have significant new opportunities to improve your Excel-based reporting environments.\r\n\r\nIn this fast-paced seminar, you will learn about the importance of using Power Query to link data into Excel data models and how you can manage these data models to facilitate better and more efficient reporting. Additionally, you will learn how to incorporate Key Performance Indicators, Slicers, and Timelines into your reports to enhance the analytics and understandability of the data. Further, you will learn best practices to format your spreadsheets quickly and efficiently to give them a polished and professional appearance. This course should be at the top of your professional development list if you use Excel for any reporting process.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eIdentifying weaknesses in traditional reporting processes\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUsing leading-edge features in Excel to improve reporting practices\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to work with Power Query to solve common reporting challenges\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAdding Slicers and Timelines to your Excel-based reports\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eName at least three deficiencies associated with traditional Excel-based reporting practices\u003c\/li\u003e\n\u003cli\u003eDistinguish between the roles of tools such as Power Query, Power Pivot, and Data Analysis Expressions in next-generation Excel-based reports\u003c\/li\u003e\n\u003cli\u003eCite the steps for creating data queries and transformations using Power Query\u003c\/li\u003e\n\u003cli\u003eIdentify the opportunities for managing Data Models in Power Pivot\u003c\/li\u003e\n\u003cli\u003eList the steps necessary for summarizing data from a Data Model using a PivotTable\u003c\/li\u003e\n\u003cli\u003eSpecify examples of formatting options and tools that you can use to enhance the appearance of an Excel-based report\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 8.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental knowledge of Excel 2019 or newer\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Excel users who want to improve Excel-based reporting processes to create accurate reports quickly and easily\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888193634,"sku":"25c01223","price":396.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/excel1.jpg?v=1775510394"},{"product_id":"k2s-working-remotely-the-new-normal-25c01224","title":"K2's Working Remotely - The New Normal","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eMany 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; however, failed implementations may lead to inefficiencies, security issues, and dissatisfied team members.\r\n\r\nThis session will teach you 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. After completing this session, you can implement a remote work strategy that yields efficiency, security, and satisfaction to all involved.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eKey technologies that facilitate remote work options\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCybersecurity issues impacting remote work environments\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to communicate and collaborate when working remotely\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eDifferentiate between options for remotely accessing your computer, applications, and data\u003c\/li\u003e\n\u003cli\u003eIdentify recommended security practices for remote access and related tools and services\u003c\/li\u003e\n\u003cli\u003eList examples of Cloud-based services and suites that can contribute to working remotely\u003c\/li\u003e\n\u003cli\u003eDistinguish between communication and collaboration tools for remote workers\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental knowledge of computer applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e CPAs and other business professionals who are seeking the best ways to implement remote work and work-from-home strategies\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888226402,"sku":"25c01224","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech38.jpg?v=1775510395"},{"product_id":"k2s-top-pdf-features-you-should-know-25c01225","title":"K2's Top PDF Features You Should Know","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eStop struggling with PDFs! Using Adobe Acrobat, and other PDF tools, provides access to a number of features, which make working with these common files a breeze. This course will teach you to use tools and features such as PDF forms, redaction, converting PDFs to Word and Excel files, and electronic signatures. You will also learn how to create and apply tick marks and build indices, catalogs, and portfolios. You will also learn how to secure PDF documents to their fullest.\r\n\r\nThe popularity and usefulness of PDFs increase daily, but most PDF users have not learned how to manipulate PDF documents effectively. Accordingly, they struggle and strain with these very common files. You do not need to let this be the case. Join us in this very timely program where you will learn the top features necessary to optimize your work with PDF documents.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eReorganize and manipulate PDF documents ? including applying bookmarks ? to meet specific needs.\u003c\/li\u003e\n\u003cli\u003eCreate and distribute PDF forms and automate the process of collecting and summarizing form response data.\u003c\/li\u003e\n\u003cli\u003eMarkup and edit PDF documents and apply tick marks.\u003c\/li\u003e\n\u003cli\u003eSecure PDF documents and facilitate electronic approvals and signatures.\u003c\/li\u003e\n\u003cli\u003eConvert PDF documents to Word and Excel files.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 4.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e Fundamental knowledge of basic PDF operations\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Intermediate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Not specified\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e K2 Enterprises\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Hammond, LA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology.\r\n\r\nWe make every effort to maintain a high level of integrity, family values, and friendship among all involved.\u003c\/li\u003e\n\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Tommy Stephens\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Woodstock, GA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":41779888259170,"sku":"25c01225","price":198.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/tech48_9ac18295-ed46-4e7c-b33e-3b729b1fdf07.jpg?v=1775510397"},{"product_id":"the-gdpr-of-canada-law-25-compliance-essentials-for-non-quebec-accountants","title":"The GDPR of Canada: Law 25 Compliance Essentials for Non-Quebec Accountants LIVE REPLAY","description":"\u003cp\u003ePurchase the Live Replay on-demand and earn 2 CPD Ethics Credits.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eOnce purchased, you will receive an email with instructions for accessing your on-demand Live Replay. \u003c\/strong\u003e\u003c\/p\u003e","brand":"K2E Canada","offers":[{"title":"Default Title","offer_id":42236493365346,"sku":null,"price":95.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/GDPR7.jpg?v=1767986902"},{"product_id":"private-company-fasb-gaap-alternatives-pcpa2024","title":"Private Company FASB GAAP Alternatives","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eThe FASB formed the Private Company Council to provide certain alternatives in U.S. GAAP that are only available to nonpublic business entities, with limited exceptions for certain nonprofits.  This course will provide insight into when adopting the accounting and financial reporting alternatives would be to the advantage of private companies.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eEntities permitted to adopt the U.S. GAAP simplified alternatives\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance, related to ?plain vanilla? interest rate swaps that convert variable into fixed rate debt and other derivatives\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance related to amortization and impairment of goodwill\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance related to separately recognizing intangible assets from goodwill in a business combination\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance related to not consolidating variable interest entities\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eGuidance related to lease accounting and revenue recognition options\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList the recognition, measurement, presentation and disclosure options only available to nonpublic business entities in U.S. GAAP.\u003c\/li\u003e\n\u003cli\u003eExplain the benefits of adopting the U.S. GAAP alternatives, and the most advantageous time to do so\u003c\/li\u003e\n\u003cli\u003eApply illustrative examples for how financial statements look different before and after application of the allowable simplifications in accordance with U.S. GAAP\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Accounting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Public and industry accountants responsible for monitoring fair presentation of financial statements\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Jennifer Louis\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Charlotte, NC\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and ?soft skills? topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization?s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President\/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm?s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (?core-level? staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson\/Practitioners Publishing Company, Fort Worth, TX, July 2001).\r\n\r\nBefore joining AuditWatch, Jennifer was the Financial\/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.\r\n\r\nJennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm?s national ?Train the Trainers? program. \r\n\r\nJennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":42698591993954,"sku":"pcpa2024","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Private-Company-Simplified-GAAP-Alternatives-Cl_3d10b961-f4f7-44db-a128-e7350857a100.jpg?v=1775510242"},{"product_id":"mastering-adobe-acrobat-for-financial-professionals-24c00971","title":"Mastering Adobe Acrobat for Financial Professionals","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003ePDFs (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, and more which are underutilized by financial professionals.\r\n\r\nThe most common and powerful application for creating, editing, and managing PDF files is Adobe Acrobat Pro DC. This application can be leveraged in so many ways to create effective documents. This course will go through in deep detail the major features and functionalities of this application. It will demonstrate the various ways to create and edit documents. It shows utilizing the review and annotation functionalities such as stamps and comments. It will teach participants how to create forms and collect e-signatures. Additionally, it will present free and open-source alternatives to Acrobat DC to consider. This course is a must-watch for any financial professional that works with PDFs regularly.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eAlternatives to Adobe Acrobat\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDeep detail the major features and functionalities of this application\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eDemonstrate the various ways to create and edit documents\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUtilize the review and annotation functionalities such as stamps and comments\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHow to create forms and collect e-signatures\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eList the various methods of creating PDF documents from the application to the Microsoft Office integration.\u003c\/li\u003e\n\u003cli\u003eDemonstrate the major professional capabilities of Adobe Acrobat DC such as creating forms and collecting e-signatures.\u003c\/li\u003e\n\u003cli\u003eList the various Adobe Acrobat DC alternatives such as Google Chrome, Cute PDF, Sumatra PDF, and more.\u003c\/li\u003e\n\u003cli\u003eRecall and list the major cloud functionalities of Adobe Acrobat DC.\u003c\/li\u003e\n\u003cli\u003eCollaborate and review documents with colleagues using Adobe Acrobat DC\u003c\/li\u003e\n\u003cli\u003eLeverage the mobile app capabilities of Acrobat while on the go with your iOS or Android device.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Computer Software and Applications\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Business professionals seeking to enhance their understanding of PDFs\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Stephen Yoss\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Big Bear Lake, CA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread?his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":42698593337442,"sku":"24c00971","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Mastering-Adobe-Acrobat-for-Financial-Professionals-Cl_e4fc09a5-1804-4e69-8f6e-3582fd330b11.jpg?v=1775510329"},{"product_id":"unleashing-the-power-of-microsoft-ai-a-comprehensive-guide-24c00982","title":"Unleashing The Power Of Microsoft AI ? A Comprehensive Guide","description":"\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eCourse Description\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cp\u003eEmbark on an exciting journey into the world of Microsoft AI Tools and delve into a top-to-bottom exploration of Microsoft's remarkable AI ecosystem. We will immerse you in an array of cutting-edge AI technologies from Microsoft and its partners. From Microsoft 365 Copilot to the powerful Bing search tools, this comprehensive guide unveils the full spectrum of AI capabilities from Microsoft.\r\n\r\nDiscover the immense potential of Power Automate, Excel AI tools, the AI-driven visualizations in Power BI, and the seamless integration of AI in Windows 11. Gain invaluable insights into each facet as we conduct a meticulous review of all the various AI tools and services Microsoft offers. This course covers everything you've ever wanted to know about Microsoft AI capabilities.\r\n\r\nWhether you're a seasoned professional or just starting your journey, this engaging course equips you with the knowledge and skills to harness the true power of Microsoft AI.\u003c\/p\u003e\n\n\u003ch3\u003e\u003cstrong\u003e\u003cspan\u003eMajor Topics\u003c\/span\u003e\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eMicrosoft AI Tools: Exploring the breadth and depth.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eMicrosoft 365 Copilot: Unleashing its potential.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eEnhancing Presentations: PowerPoint presenter coach and AI.\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eStreamlining Workflows: Power Automate and Excel AI.\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eLearning Objectives\u003c\/span\u003e\u003c\/h3\u003e\n\u003cp\u003eUpon completing this course, you should be able to:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eAnalyze diverse Microsoft AI tools and services.\u003c\/li\u003e\n\u003cli\u003eEvaluate the functionalities of Microsoft 365 Copilot.\u003c\/li\u003e\n\u003cli\u003eApply PowerPoint presenter coach techniques effectively.\u003c\/li\u003e\n\u003cli\u003eUtilize the innovative Bing search tools for efficient information retrieval.\u003c\/li\u003e\n\u003cli\u003eReview and discuss the AI capabilities of Power Automate to streamline workflows.\u003c\/li\u003e\n\u003cli\u003eEmploy Excel AI tools for advanced data analysis.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003e\u003cspan\u003eCourse Information\u003c\/span\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eCPD Credit:\u003c\/strong\u003e 2.0 hours Information Technology\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePrerequisites:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProgram Level:\u003c\/strong\u003e Basic\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdvance Preparation:\u003c\/strong\u003e None\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eWho Should Participate:\u003c\/strong\u003e Accounting Professionals who are seeking to harness the power of Microsoft AI.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003e\u003cstrong\u003eInstructor\u003c\/strong\u003e\u003c\/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eName:\u003c\/strong\u003e Stephen Yoss\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eHometown:\u003c\/strong\u003e Big Bear Lake, CA\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBio:\u003c\/strong\u003e Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread?his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"K2 Enterprises","offers":[{"title":"Default Title","offer_id":42698593435746,"sku":"24c00982","price":99.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/files\/Unleashing-Power-Microsoft-AI-Comprehensive-Guide-Cl.jpg?v=1775510335"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0022\/3726\/8025\/collections\/OnDemand_Image.png?v=1563403964","url":"https:\/\/www.k2e.ca\/collections\/on-demand.oembed?page=3","provider":"K2E Canada","version":"1.0","type":"link"}