K2's Road to Excellence - Part 5
Power Excel Session 1 and Client Track
Tuesday May 12, 2020 at 12.00pm ET

Many of us spend a vast portion of our time banging our heads against Excel. We spend 50% of our time creating brilliant spreadsheets and the remaining 50% making them look beautiful. In this webinar Alan will show you tricks you can pull off inside the cells and out with his formatting tips and tricks.

You will learn tips to AutoFormat; use cell messaging; use bar codes; highlight blank cells; custom font colours; themes 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
  

Earn verified PD credits - Attendees must answer at least 75% of poll questions during the live webinar to earn 1 verified PD credit. Attendees who do not answer at least 75% of poll questions during the live webinar earn 1 non-verifiable PD credit.

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