K2 Seminars

Keeping pace with technological advances seems like an almost impossible task. The world-class, award-winning presenters at K2 Enterprises help make the impossible possible. It’s about breaking down the complex into easy-to-understand concepts, all to improve your IT skills and boost your confidence. From basic to more advanced, these tech leaders will give you practical guidance on increasing productivity along with an objective review of the tools available from the perspective of a financial professional.

9/28-29 • 16 hours

Excel Bootcamp: Two Days of Intensive Excel Training (EBC17)

Mac McClelland

This two-day, laptop-friendly course takes you through Excel from A to Z. You’ll get coverage of long-standing features, recent improvements including additions to the function library, tables, an improved charting engine, an overhaul of PivotTable functionality, and creating complicated spreadsheets in a fraction of the time.

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10/18 • 8 hours

Budgeting and Forecasting Tools and Techniques (BFT17)

Brian Tankersley

Achieve a greater return on your budgeting and forecasting activities by taking advantage of tools and techniques available in today’s market. Learn to effectively use Excel and other tools, such as Budget Maestro, PROPHIX, and Host Analytics for budgeting and forecasting activities while accounting for risk and uncertainty.

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10/19 • 8 hours

Planning and Managing Your Team’s Technology (PMT17)

Brian Tankersley

With IT being a significant cost and a strategic expenditure, what can you do to manage ROI? What steps can you take to maximize and leverage technology? How can you work with your team and vendors to ensure technology is functioning as intended and on budget? Join us and learn best practices to plan and direct your team’s technology.

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12/4 • 8 hours

Technology for CPAs: Don’t Get Left Behind (TEC17)

Steven Phelan

In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Office 2016), operating systems (including Windows 10) and what they mean for you, and peripheral devices. You will also learn about significant trends including the latest Excel features, working with PDF files, and security and privacy issues.

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12/5 • 8 hours

Excel Best Practices (EBP17)

Steven Phelan

As spreadsheets continue to evolve, so too must your practices for creating, editing, and auditing them. Learn best practices in creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel.

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12/18 • 8 hours

Advanced Excel (ADE17)

Brian Tankersley

In this laptop-friendly program, you’ll 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.

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12/19 • 8 hours

QuickBooks Online and Other Top Accounting Software for Small Businesses (QOA17)

Brian Tankersley

As cloud-based solutions continue grow in breadth and depth, and traditional desktop and server applications continue to add more features, it’s critical to understand how to determine which application might be the best fit for your/your client’s specific needs and help you maximize its ROI. Learn about key features, target markets, approximate pricing, integration options, and other factors to assist in make the right decision.

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