Viewing the webinar qualifies for 1 non-verified PD credit. To earn 1 verifiable PD credit you must attend the webinar on the live presentation, answer a minimum of 75% of the polling questions and be present for at least 50 minutes.

K2's Road to Excellence - Part 5
Power Excel Session 1 and Client Track

Many of us spend a vast portion of our time banging our heads against Excel. In this webinar Alan will show you how to use Analysis Tools in Excel to improve your productivity.

You will learn the Analysis Tools Goal Seek, Break Even Analysis, Moving Average, Solver and more.

Understanding the Huge Cost of Email Clutter When Receiving Attachments from Clients and What to Do About It
This webinar will focus on understanding there is a huge inefficiency in receiving your clients files by email as attachments. The amount of time you spend searching for, organizing and saving your attachments can be eliminated with a simple change in how you receive your files from your clients. We will also touch on your security obligations for sending confidential documents securely in compliance with Canadian PIPEDA Law.

At the end of the seminar, we will demonstrate the Client Track Portal as a great and easy solution for secure file sending compliance while also keeping your clients happy with the ease-of-use of receiving secure files and messages.

Learning Objectives

  • Analyzing how much time you waste by receiving all your client's files as email attachments
  • Understanding what PIPEDA means for Accounting Professionals for sending and receiving files
  • Looking at the ways we can send secure files to clients in a way that your client's find easy to use
  • Learn other great advantages of sharing files with your clients to prevent email inbox clutter

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