BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CPE Today//Events//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:CPE Today — Client Excellence: Communication\, Tools & Tech Sk ills X-PUBLISHED-TTL:PT6H BEGIN:VEVENT UID:event-991@cpetoday.com DTSTAMP:20260815T103416Z DTSTART:20261019T090000Z DTEND:20261022T235900Z SUMMARY:Client Excellence: Communication\, Tools & Tech Skills DESCRIPTION:Client Excellence: Communication\, Tools & Tech Skills is a fou r‑day live online conference designed to help accounting and finance profe ssionals deliver stronger client experiences through smarter technology an d clearer communication. This program combines practical collaboration too ls\, analytics techniques\, and modern AI applications so you can respond faster\, present insights more effectively\, and build lasting client trus t. \n \nAcross eight expert‑led sessions\, you’ll sharpen your skills in O u\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=991\nEarn up to 25 CPE credits.\n\nSESSIONS (8):\n• Your Firm's Personal AI: Custom Cop ilots and GPTs That Know Your Business\n Oct 19 · 7:00–9:00 AM PT · S tephen Yoss · 2 CPE · Specialized Knowledge\n• Outlook and Teams: Coll aboration Champions\n Oct 19 · 9:30–1:30 PM PT · Stephen Yoss · 4 C PE · Computer Software and Applications\n – Demonstrate advanced Micr osoft Teams features for enhancing organizational communication and collab oration \n\n – Apply Outlook’s advanced capabilities to streamline emai l management and optimize calendar organization \n\n – Implement effect ive strategies for integrating Teams with SharePoint for seamless file sto rage and real-time \ncollaboration \n\n• Data and Statistical Analytics Us ing Microsoft Excel\n Oct 20 · 7:00–10:00 AM PT · Stephen Yoss · 3 CPE · Information Technology\n• Excel Accounting Tools: Most Useful Form ulas and Pivot Tables\n Oct 20 · 10:30–2:30 PM PT · Stephen Yoss · 4 CPE · Specialized Knowledge\n• K2's After QuickBooks\, What's Next\n Oct 21 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Computer Sof tware and Applications\n – Identify key differences between QuickBooks Pro and Premier and their potential replacements \n\n – Evaluate and co mpare the features\, integrations\, and add-on solutions offered by platfo rms such as Xero\, Zoho Books\, and FreshBooks \n\n – Identify key step s in the transition process from legacy QuickBooks systems to newer\, Clou d-based accounting tools \n \n\n• K2's Best Word\, Outlook\, and PowerPoin t Features\n Oct 21 · 9:30–1:30 PM PT · Brian Tankersley · 4 CPE · Computer Software and Applications\n – Recognize the benefits associa ted with using Styles in a Word document \n\n – Identify the key charac teristics of effective PowerPoint presentations and the steps required to create them \n\n – List features in Outlook that can improve personal a nd team productivity \n\n• K2's Data Analytics For Accountants And Auditor s\n Oct 22 · 7:00–11:00 AM PT · Brian Tankersley · 4 CPE · Inform ation Technology\n – Compare the four types of data analytics and ident ify situations in which each can be useful in auditing environments \n\n – Identify opportunities to use features in Excel to analyze data in the context of auditing \n\n – Distinguish between Business Intelligence a nd Data Analytics \n \n\n• K2's Understanding Your Ransomware Risk\n Oc t 22 · 11:30–1:30 PM PT · Brian Tankersley · 2 CPE · Information Tec hnology\n – Distinguish between various options to mitigate risk \n\n – Identify practical actions for reducing ransomware risk \n\n – List examples of high-profile ransomware attacks and how they occurred\n\nFull details: https://www.cpetoday.com/event/client-excellence-communication-t ools-tech-skills-26e0525 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/client-excellence-communication-tools-te ch-skills-26e0525 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Client-Excellence_-Communication--Too ls---Tech-Skills-Cl.jpg END:VEVENT END:VCALENDAR