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2016 Technology Seminars

Technology training for peak performance.

Business professionals in all industries place more reliance on technology today than ever before — and this trend shows no signs of slowing. It’s no wonder many professionals feel overwhelmed with the rapid pace of change and advancements in technology. If you’re unsure how to stay on top of relevant developments that can help you and your team become more efficient and productive, while enhancing the security of sensitive and critical information, look no further. The world-class, award-winning presenters at K2 Enterprises will give you practical guidance on increasing productivity and an objective review of the tools available from the perspective of a financial professional.

10/17

QuickBooks Online: Changing the Paradigm of Small Business Accounting
Steve Yoss

Put the power of QBO to work for you, right from the start! In this course, you learn how to setup companies in QBO, convert existing QuickBooks to QBO, and record common transactions. You also learn how to create and distribute reports and other powerful features found in QBO for Accountants.

Kenner • AM
4 CPE Credits
10/17

Advanced QuickBook Tips and Techniques
Steve Yoss

Learn how to use QuickBooks’ new and advanced features to better manage inventory by changing the default costing methodology and implementing lot and serial number tracking. You also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements.

Kenner • PM
4 CPE Credits
10/18

Excel PivotTables for Accountants
Steve Yoss

In this program, you will learn how to build PivotTables, how to group data inside PivotTables — including grouping options for fiscal periods — and how to create user-defined calculations in your PivotTables. You will also learn advanced PivotTable techniques, including how to build PivotTables that consolidate data from multiple data ranges and PivotTables dynamically connected to external databases and financial accounting systems.

Kenner
8 CPE Credits
11/28

Advanced Excel
Mac McClelland

In this laptop-friendly program, you’ll learn critical skills in six key areas: 1) collaborating with other users; 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.

Alexandria
8 CPE Credits
11/29

Advanced Excel Reporting: Best Practices, Tools and Techniques
Mac McClelland

This course covers how to use Open Database Connectivity (ODBC) and Online Analytic Processing (OLAP) to connect Excel to external data sources to extract data for reporting and analysis and how to incorporate PivotTables into your reporting routines. You’ll learn how to present compelling Excel-based reports and charts, and how to use add-ins to streamline and automate the report-building process.

Lafayette • AM
4 CPE Credits
11/29

Technology Update
Mac McClelland

The technology available to businesses has never been better, but many don’t take advantage of these tools. This course helps professionals understand the major trends in hardware, software, and services, and how to use technology to meet organizational objectives efficiently and effectively.

Lafayette • PM
4 CPE Credits
12/8

Excel Tables & Data Models: Efficiently Managing, Analyzing & Reporting Your Data
Mac McClelland

Tables can revolutionize how you work with data in Excel, including serving as dynamically re-sizing ranges of data, providing a simplified means of writing formulas, and facilitating quick and easy sorting of large volumes of data. This course will show you how to use them with data models to efficiently manage, analyze, and report with Excel, even with external data sources.

Baton Rouge
8 CPE Credits
12/9

Technology for CPAs: Don’t Get Left Behind
Mac McClelland

This fast-paced course surveys today’s IT environment, including hardware, software (including Office 2016), operating systems (including Windows 10), and peripheral devices. You’ll learn about trends in IT and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, working with PDF files, and security and privacy issues.

Kenner
8 CPE Credits
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