Navigating Microsoft and Fraud Prevention (July 15-17)
Navigating Microsoft and Fraud Prevention (July 15-17)
09:00 AM - 4:30 PM CST / 10:00 AM - 5:30 PM EST
09:00 AM - 4:30 PM CST / 10:00 AM - 5:30 PM EST
09:00 AM - 4:30 PM CST / 10:00 AM - 5:30 PM EST
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Event Description
Calling all accountants and financial professionals! Get ready to enhance your skills, improve productivity, and learn cutting-edge fraud prevention techniques at the Navigating Microsoft and Fraud Prevention virtual conference. This three-day event brings together key insights on Microsoft 365/Office 365 tools, fraud detection strategies, and advanced Excel, Word, Outlook, and PowerPoint techniques. Led by industry expert and keynote speaker Stephen Yoss, this event is packed with actionable knowledge to address the unique challenges faced by professionals like you. Whether you're looking to unlock powerful Microsoft tools, strengthen internal controls, or master visualizations that captivate, this conference is your gateway to leveling up.
Event Details
- Date: Tue, 07/15/25 to Thu, 07/17/25
- Time Zone: America/Chicago
- Total CPD Credits: 24.0 hours
- Format: Seminar
Location
- Format: Virtual Event - Live Hero
Daily Schedule
Day 1 - 2025-07-15
K2's Microsoft Office 365/Office 365 ? All the Things You Need to Know
- Time: 09:00 AM - 04:30 PM
- CPD Credits: 8.0 hours
- Field of Study: Computer Software and Applications
Microsoft 365/Office 365 continues to grow and evolve, yet most utilize only a fraction of the tools available in their subscription. For example, powerful resources such as SharePoint Online and audio and video conferencing can change how your organization communicates and collaborates. In contrast, more personal apps such as Teams, Planner, Flow, and Sway allow individuals to work more efficiently and effectively in virtually all facets of their jobs. Further, security enhancements to Office 365 mean that your organization can take advantage of all these features in a highly secure environment. Isn't it time you learned how to move beyond the traditional Microsoft 365/Office 365 applications such as Excel, Word, and Outlook and unleash all your subscription offers? Join us in this fast-paced and highly interactive seminar where you will learn what you need to know to succeed with Microsoft 365/Office 365.
Day 2 - 2025-07-16
K2's Small Business Internal Controls, Security, and Fraud Prevention and Detection
- Time: 09:00 AM - 04:30 PM
- CPD Credits: 8.0 hours
- Field of Study: Auditing
Internal controls are more important than ever, and their importance increases daily. However, internal controls present a challenge for many smaller organizations. This program will teach you how to evaluate, develop, and implement an effective internal control structure in a small business environment. You will identify how to assess risk in smaller organizations and implement preventive, detective, deterrent, and compensating controls to mitigate these risks, even without proper segregation of duties. Additionally, participating in this program will teach you technology-focused techniques for preventing and detecting fraud and securing information systems and sensitive data. For small organizations, maintaining an effective system of internal controls presents a significant challenge. Realistically, implementing many theoretical concepts surrounding internal controls may sometimes be impossible. Consequently, many internal control structures foster an environment where too much risk exists. This factor and uncontrolled information systems can often lead to disastrous results. Participate in this program to learn the necessary insights and tools to design, implement, and monitor small organizations' internal controls, security, and anti-fraud measures.
Day 3 - 2025-07-17
K2's Excel Charting and Visualizations
- Time: 09:00 AM - 12:30 PM
- CPD Credits: 4.0 hours
- Field of Study: Computer Software and Applications
Charts 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. This 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.
K2's Best Word, Outlook, and PowerPoint Features
- Time: 01:00 PM - 04:30 PM
- CPD Credits: 4.0 hours
- Field of Study: Computer Software and Applications
Most professionals routinely use Word, Outlook, and PowerPoint, but many are self-taught and, as a result, have not used many of the best features of these three applications. Consequently, they often use ?brute force,? inefficient means when working with these three components of Microsoft Office. If that describes you, carve time out of your schedule to participate in this four-hour session, because in it, you will learn how you can work much more efficiently when using these tools.
Instructor(s)
Stephen Yoss
- Title: Speaker & Author
- Company: CPD Today
- Location: Big Bear Lake, CA
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.
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