Seminar
Live Replay WebinarBasic level
K2's Technology for CPAs - Don't Get Left Behind
★★★★★
4.6 · 28 attendee ratings
Are you keeping up with the technology you use each day? Discover the latest tech tools designed to save you time and boost your effectiveness. As technology continues to advance, staying current is crucial. This course is ideal for individuals who aren't IT experts but need a technology refresher to enhance their skills and serve their companies or clients more efficiently. In this dynamic, fast-paced course, you'll explore today's IT landscape, including computer hardware, software such as Microsoft Office, operating systems (including updates to Windows), and peripheral devices. Learn what these advancements mean for you and how to leverage significant trends in information technology. From the latest Excel features to best practices for working with PDF files, to addressing security and privacy issues, we've got you covered. Plus, discover how to maximize your ROI on your IT investment. Throughout the program, you'll benefit from real-time demonstrations of the latest tools' practical applications. Gain the knowledge you need to harness the power of technology now and in the future. Don't miss this opportunity to enhance the value of your IT investment. Register now for this must-attend course!
Learning objectives
Upon completing this course, you should be able to:
- Identify essential hardware and software enhancements and updates that are relevant to accountants, including operating systems, desktop productivity suites, accounting software, and document management systems
- Choose and implement critical features in Microsoft Office applications, including accountant-centric features in Excel, Word, and Outlook
- Select features found in Adobe Acrobat for working with PDFs, including commenting, reorganizing PDFs, securing PDFs, and creating and working with PDF forms
- Identify security and privacy issues facing accountants, including practical tools and techniques for mitigating risks, such as data encryption, password management, biometrics, and portals
Major topics
Emerging technologies all business professionals should know
Considerations associated with upgrading to a newer version of Windows and why that might be advised
Practical options for protecting your data
New features in commonly used applications such as Excel and Adobe Acrobat DC
Who this is for
Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology
Prerequisites: None
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
- Demonstration & sample files ZIP
Course details
- Recommended CPE credit
- 8 — Computer Software and Applications
- Field of study
- Computer Software and Applications
- Program level
- Basic
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Length
- 6h 40m
- Course number
- 23s-tec
- Provider
- K2 Enterprises
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
On its own
Live Replay Webinar
Attend the next scheduled rebroadcast — full live CPE credit · 8 credits · 6h 40m
$200
Add to Cart
As part of a multi-day event
These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.
Nov
18
Technology Improvement Week: Better Systems, Better Results
Seminar · Nov 16–19, 2026
· Online · this course runs Nov 18, 2026 · event offers up to 26 credits
$175/day
View event
Your instructor
K2 Enterprises
Various Speakers · Accounting Technology · ★ 4.5 instructor rating
K2's goal is to produce and deliver the highest quality technology seminars and conferences available to business professionals. We work cooperatively with professional organizations (such as state CPA societies and associations of Chartered Accountants) and vendors of technology products. K2 also provides consulting services and advice on technology. We make every effort to maintain a high level of integrity,...
Full profile →Attendee feedback
4.6
28 attendee ratings
Attendee reviews
★★★★★
“Thank you for the great recommendations on various softwares we can easily implement. As a busy professional, I don't often have time to research other avenues, and this was very helpful to direct me in the right directions.”
★★★★★
“Presenter was very knowledgeable.”
★★★★★
“I liked the Excel/Word/Adobe tips. I also didn't know about the Haystack password strength checker. Very handy!”
★★★★★
“Instructor was extremely knowledgeable and well prepared for the class!”
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