BEGIN:VCALENDAR VERSION:2.0 PRODID:-//CPE Today//Events//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:CPE Today — Upcoming Events X-PUBLISHED-TTL:PT6H BEGIN:VEVENT UID:event-981@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260810T090000Z DTEND:20260813T235900Z SUMMARY:Excel Power Skills for Smarter Reporting DESCRIPTION:Sharpen the Excel techniques that drive faster\, clearer\, and more reliable reporting. This upcoming online conference focuses on practi cal\, power‑user skills to help you build smarter reports\, streamline wor kflows\, and communicate insights with confidence—all from the convenience of a live virtual format. \n \nWhether you’re responsible for recurring f inancial reports or ad‑hoc analysis\, you’ll come away with actionable Exc el strategies you can use immediately.\n\nRegister: https://www.cpetoday.c om/app/cart/addevent?id=981\nEarn up to 24 CPE credits.\n\nSESSIONS (7):\n • Developing and Deploying Effective Cloud Cyber Security Best Practices F or Your Organization\n Aug 10 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Information Technology\n – Identify the location of the sec urity and privacy settings for the major cloud providers such as Microsoft \, Amazon\, Google\, and Zoho. Determine which security and privacy featur es are relevant to your organization and their optimum settings.\n – De velop a training plan to increase the knowledge and awareness of the impor tance of security and privacy to an organization’s staff and stakeholders. \n – List\, determine\, and implement major security technologies such as multifactor authentication\, data loss prevention\, access control list s\, and more to improve the protection of an organization’s cloud data.\n• K2's Top PDF Features You Should Know\n Aug 10 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n – I dentify procedures to reorganize and manipulate PDF documents – including applying bookmarks – to meet specific needs \n\n – Compare examples of how to create and distribute PDF forms and automate the process of collect ing and summarizing form response data \n\n – Identify ways to markup a nd edit PDF documents\, including applying tick marks \n\n• K2's Small Bus iness Accounting Solutions\n Aug 10 · 12:00–2:00 PM PT · Brian Tanker sley · 2 CPE · Computer Software and Applications\n – Catalog the l eading accounting solutions tailored for small businesses \n\n – Critic ally evaluate the strengths and limitations of various accounting tools in the small business context \n\n – Understand the role of add-ons in en hancing accounting software functionalities \n \n \n \n\n• Database Basics for Financial Professionals\n Aug 11 · 11:30–3:30 PM PT · Stephen Yo ss · 4 CPE · Information Technology\n• K2's Excel Best Practices\n Aug 12 · 9:30–5:30 PM PT · Lawrence A. "Mac" McClelland · 8 CPE · Co mputer Software and Applications\n – Distinguish critical spreadsheet d esign fundamentals \n\n – Use Excel’s Table feature as a foundational c omponent of spreadsheets \n\n – Differentiate between the three differe nt methods for consolidating data \n\n• K2's Data Analytics For Accountant s And Auditors\n Aug 13 · 7:00–11:00 AM PT · Lawrence A. "Mac" McClel land · 4 CPE · Information Technology\n – Compare the four types of data analytics and identify situations in which each can be useful in aud iting environments \n\n – Identify opportunities to use features in Exc el to analyze data in the context of auditing \n\n – Distinguish betwee n Business Intelligence and Data Analytics \n \n\n• K2’s Excel’s Best New Features\n Aug 13 · 11:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 2 CPE · Computer Software and Applications\n\nFull details: https://w ww.cpetoday.com/event/excel-power-skills-for-smarter-reporting-26e0515 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/excel-power-skills-for-smarter-reporting -26e0515 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Excel-Power-Skills-for-Smarter-Report ing-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-982@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260817T090000Z DTEND:20260820T235900Z SUMMARY:Security Essentials: Protecting Data & Digital Assets DESCRIPTION:Stay ahead of rapid change in accounting and finance with this live\, online technology conference designed to build real-world skills yo u can apply immediately. Across six expert‑led sessions\, you’ll explore p ractical AI\, advanced Excel techniques\, cybersecurity lessons\, CRM auto mation\, and the latest technology trends shaping the profession. Whether you’re in public practice or industry\, this program delivers actionable i nsight to boost productivity\, improve client service\, and strengthen con tr\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=982\nEarn up to 18 CPE credits.\n\nSESSIONS (6):\n• Turbo Charging Productivity with A rtificial Intelligence and Automation\n Aug 17 · 1:00–5:00 PM PT · St ephen Yoss · 4 CPE · Information Technology\n – Recognize essential components of Artificial Intelligence.\n – Distinguish AI\, Machine Le arning\, and Robotic Process Automation.\n – Explore practical AI appli cations in accounting and finance.\n• K2's CPA Firm Update\n Aug 19 · 7 :00–9:00 AM PT · Brian Tankersley · 2 CPE · Accounting\n – Unders tand supplier and market changes impacting the profession \n\n – Compar e and assess software solutions for various service lines and specialties \n\n – Explore emerging technologies that enhance efficiency and delive r competitive advantages \n\n• K2's CRM - The Ultimate Business Automation Tool\n Aug 19 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · In formation Technology\n – Define Customer Relationship Management (CRM) and explain its significance in business automation \n\n – Identify key CRM features that optimize accounting and financial workflows \n \n\n – Name at least two best practices for implementing and customizing CRM sy stems for use in common accounting workflows\n• K2's Technology Update\n Aug 19 · 12:00–4:00 PM PT · Brian Tankersley · 4 CPE · Information Technology\n – Identify major hardware trends and software development s \n\n – Compare examples of technologies that can improve communicatio ns and data transfers \n\n – Differentiate between various communicatio n tools and platforms \n\n• K2's Mastering Advanced Excel Functions\n A ug 20 · 7:00–11:00 AM PT · Lawrence A. "Mac" McClelland · 4 CPE · Co mputer Software and Applications\n – List examples of best practices fo r constructing formulas in Excel spreadsheets \n\n – Identify situation s in which each of the following functions might be useful: SUMIFS\, SWITC H\, and STOCKHISTORY \n\n – Distinguish between the XLOOKUP function an d legacy Excel functions such as VLOOKUP\, HLOOKUP\, INDEX\, and MATCH \n\ n• K2's Ripped From The Headlines: Lessons From Interesting Tech Crimes\n Aug 20 · 11:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 2 CPE · Information Technology\n – List at least three major security inciden ts reported in the headlines in the last year\, and explain at least one m ajor internal control design or operation flaw that allowed the hack to oc cur \n\n – Select the correct definitions for common security terms suc h as attack surface\, vulnerability\, exploit\, social engineering\, phish ing\, malware\, heuristics\, biometrics\, and multi-factor authentication (MFA) \n \n\n – List at least three best practices learned by reviewing the control failures cited in the case studies \n\n\nFull details: https: //www.cpetoday.com/event/security-essentials-protecting-data-digital-asset s-26e0516 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/security-essentials-protecting-data-digi tal-assets-26e0516 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET--Security-Essentials-Protecting-Data- --Digital-Assets-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-950@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260824T090000Z DTEND:20260824T235900Z SUMMARY:Government Accounting Technology Conference DESCRIPTION:Stay ahead of fast‑moving technology changes impacting governme ntal accounting. This one‑day online conference delivers practical guidanc e on the tech\, data\, and security issues public‑sector finance teams fac e right now. Learn from four nationally recognized instructors as they cov er top technology risks\, data transformation strategies\, AI automation\, and real‑world cybersecurity lessons.\n\nRegister: https://www.cpetoday.c om/app/cart/addevent?id=950\nEarn up to 8 CPE credits.\n\nSESSIONS (4):\n• K2’s Top Tech Issues For Governmental Accounting And Financial Profession als\n Aug 24 · 9:30–11:10 AM CT · Randy Johnston · 2 CPE · Inform ation Technology\n• K2's Connect\, Transform\, and Analyze Data Like a Pro with Power Query\n Aug 24 · 11:20–1:00 PM CT · Lawrence A. "Mac" McC lelland · 2 CPE · Specialized Knowledge\n• K2’s Ripped From The Headli nes: Lessons Learned From The Most Interesting Tech Crimes\n Aug 24 · 1 :30–3:10 PM CT · Brian Tankersley · 2 CPE · Auditing\n – Analyze real-world financial crime cases to identify root causes and control failu res \n \n\n – Evaluate methods for detecting and preventing fraud and d ata breaches in accounting environments \n\n – Assess the emerging risk s posed by AI-enabled fraud and misuse of automation \n\n• K2's Strategic Automation: Agentic AI Platform Applications\n Aug 24 · 3:20–5:00 PM CT · Stephen Yoss · 2 CPE · Information Technology\n – Describe cor e functionalities and operational principles of integration platform as a service tools.\n – Identify prominent iPaaS solutions\, comparing their features for business automation needs.\n – Explain the conceptual fra mework of Agentic AI within automated business workflows.\n\nFull details: https://www.cpetoday.com/event/government-accounting-technology-conferenc e-26e0950 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/government-accounting-technology-confere nce-26e0950 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Government-Accounting-Technology-Conf erence-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-983@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260824T090000Z DTEND:20260827T235900Z SUMMARY:Ethical Technology Practices & Modern Risk Controls DESCRIPTION:Build the ethical\, secure\, and efficient tech foundation your firm needs. This four‑day virtual conference delivers practical guidance on modern risk controls\, AI adoption\, automation\, data analytics\, and Microsoft 365—so you can protect client data while improving productivity. From emerging tech strategy to real‑world fraud and control failures\, ea ch session is designed to translate complex tools into clear\, actionable steps you can apply immediately in public practice or industry. \n \nAcros s e\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=983\nEarn u p to 23 CPE credits.\n\nSESSIONS (8):\n• What's Coming Next: Technology St rategies for CPAs\n Aug 24 · 11:30–1:30 PM PT · Stephen Yoss · 3 CP E · Information Technology\n• Hot Tech Tools and Services for Financial Professionals\n Aug 25 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n – Identify and categorize high-impact mobile\, desktop\, and cloud applications for professional financial use.\n – R ecognize the capabilities of iPaaS tools like n8n and Zapier for connectin g software ecosystems.\n – Describe the benefits of open-source applica tions and home automation in a professional workflow.\n• Microsoft 365 Mas tery: When Everything Works Together\n Aug 25 · 9:30–11:30 AM PT · St ephen Yoss · 2 CPE · Specialized Knowledge\n• Securing Confidentiality : Safeguarding Client Data Under IRS Rules\n Aug 25 · 12:00–2:00 PM PT · Stephen Yoss · 2 CPE · Taxes\, Information Technology\n – Class ify the essential components of a Written Information Security Plan (WISP) that fulfills IRS and FTC Safeguards Rule requirements for protecting sen sitive taxpayer data\n – Evaluate organization practices to identify se curity gaps and areas for improvement in meeting IRS standards for \nacces s controls\, employee training\, and data protection\n – Apply encrypti on\, backup procedures\, and other practical data security measures to rei nforce defenses against \nunauthorized access or cyberattacks\n• K2's Taki ng Another Look At Power BI\n Aug 26 · 7:00–9:00 AM PT · Brian Tanker sley · 2 CPE · Computer Software and Applications\n – List the basi c steps necessary to generate a Power BI report \n\n – Distinguish betw een Power BI reports and dashboards \n\n – Identify the necessary steps to link data into Power BI \n \n\n• K2's Automation - Beyond The Basics W ith The Microsoft Power Platform\n Aug 26 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n – Design workflows in Power Automate for automating approvals and basic workflows. \n\n – Understand and describe how diverse data sources\, including Mic rosoft Dataverse\, can be incorporated into process automation solutions \ n \n\n – Name one of the demonstrated tools used to address specific au tomation requirements efficiently and accurately\n• K2's Getting Started W ith Artificial Intelligence\n Aug 26 · 12:00–2:00 PM PT · Brian Tanke rsley · 2 CPE · Information Technology\n – List the steps for query ing data from tools such as Bard and ChatGPT \n \n\n – Identify the cap abilities of Microsoft’s Copilot \n \n\n – Differentiate between the ca pabilities of free and paid AI tools \n \n\n• K2's Case Studies In Fraud A nd Technology Controls\n Aug 27 · 7:00–2:30 PM PT · Brian Tankersley · 8 CPE · Auditing\n – Define information technology general contro ls and information technology application controls and distinguish between the two \n\n – List examples of critical information technology contro ls \n\n – Recognize control failures and weaknesses that can lead to fr aud \n\n\nFull details: https://www.cpetoday.com/event/ethical-technology- practices-modern-risk-controls-26e0517 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/ethical-technology-practices-modern-risk -controls-26e0517 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Ethical-Technology-Practices---Modern -Risk-Controls-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-984@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260831T090000Z DTEND:20260903T235900Z SUMMARY:Building Strong Privacy & Compliance Foundations DESCRIPTION:Protecting client data and meeting evolving compliance standard s require more than policies—they demand practical\, up‑to‑date technology knowledge. Building Strong Privacy & Compliance Foundations is a four‑day live online conference designed for accounting and finance professionals who want to strengthen security\, improve ethical technology use\, and sta y ahead of privacy risks. Across nine sessions\, you’ll gain clear guidanc e on AI‑related privacy concerns\, data security best practices\, and the\ n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=984\nEarn up to 28 CPE credits.\n\nSESSIONS (9):\n• K2's AI - Security And Privacy Issues \n Aug 31 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Informat ion Technology\n• K2's Time To Advance Automation\n Aug 31 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · Information Technology\n – Ou tline the primary benefits of advanced automation in business processes \n \n – Select appropriate automation tools for data extraction and transf ormation \n\n – Identify Microsoft 365 plans and other tools that offer powerful automation capabilities like Power Automate \n \n \n\n• K2's Eth ics and Technology\n Aug 31 · 12:00–4:00 PM PT · Brian Tankersley · 4 CPE · Behavioral Ethics\n – Distinguish between morals and ethics \n\n – Determine the influence of ethical requirements in various Codes of Conduct \n\n – Differentiate between “technoethics” and traditional ethics\, and identify examples of business ethics issues and how they are affected by technology \n\n• K2's Top Ten Productivity Booster Apps in Mi crosoft 365\n Sep 1 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n – Identify and describe the basi c functionalities of at least three of the ten productivity apps discussed in this session \n\n – Explain how Shared Mailboxes and Groups enhance team communication and help manage departmental emails more effectively \ n\n – Identify at least two of the three applications that can be used to manage tasks and/or projects available in business and enterprise versi ons of Microsoft 365 \n\n• Privacy Issues And Solutions – What You Need to Know!\n Sep 1 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · In formation Technology\n• K2's Data Security And Privacy Issues And Solution s\n Sep 1 · 12:00–2:00 PM PT · Brian Tankersley · 2 CPE · Informa tion Technology\n – Identify at least five examples of common data secu rity and privacy issues affecting businesses today \n\n – Create estima tes of the costs associated with data security and privacy breaches \n \n\ n – List examples of internal control best practices you can use to mit igate your security and privacy risks\n• K2's Excel Best Practices And Fea tures\n Sep 2 · 7:00–9:00 AM PT · Lawrence A. "Mac" McClelland · 2 CPE · Computer Software and Applications\n – List examples of new fun ctions and features in Excel \n \n\n – Differentiate between Excel 2024 and subscription-based versions of Excel \n\n – Identify steps necessa ry to automate tasks in Excel \n\n• K2's Best Word\, Outlook\, and PowerPo int Features\n Sep 2 · 9:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 4 CPE · Computer Software and Applications\n – Recognize the ben efits associated with using Styles in a Word document \n\n – Identify t he key characteristics of effective PowerPoint presentations and the steps required to create them \n\n – List features in Outlook that can impro ve personal and team productivity \n\n• K2's Small Business Internal Contr ols\, Security\, and Fraud Prevention and Detection\n Sep 3 · 7:00–2:30 PM PT · Brian Tankersley · 8 CPE · Auditing\n – Cite internal co ntrol fundamentals\, including definitions and concepts\, types of interna l control activities\, and the need for internal controls\n – Identify common small business control deficiencies and issues\, including concentr ation of ownership and inadequate segregation of duties\, and list five ke y risk areas for small businesses\n – Recognize the common types of fra ud schemes occurring in small businesses and implement internal control me asures to reduce the threat of becoming a victim\n\nFull details: https:// www.cpetoday.com/event/building-strong-privacy-compliance-foundations-26e0 518 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/building-strong-privacy-compliance-found ations-26e0518 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Building-Strong-Privacy---Compliance- Foundations-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-1066@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260708T090000Z DTEND:20260902T235900Z SUMMARY:QuickBooks Online for Accountants DESCRIPTION:What does it take to stay ahead as QBO evolves from bookkeeping software into a full-scale\, AI-powered business platform? \nStaying ahea d requires more than knowing the features of QuickBooks Online\; it demand s understanding how its AI-driven evolution\, powered by Intuit Intelligen ce\, is reshaping workflows\, client expectations\, and the realities of C anadian accounting. \n \nThis course equips you with the practical skills and strategic insight to apply these changes within a Canadian context\, s tre\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=1066\nEarn up to 11 CPE credits.\n\nSESSIONS (16):\n• QBO Online for Accountants Modu le 1: The QBO Platform in 2026\n Jul 8 · 1:00–2:00 PM ET · CPE Today · 1 CPE · Computer Software and Applications\n – Describe QBO's evo lution from a financial management tool to an end-to-end business platform .\n – Explain the QBOA to IAS transition and what it means for your dai ly practice.\n – Identify Canadian QBO subscription tiers and confirm w hich plans are not available in Canada.\n• QBO Online for Accountants Modu le 2: QBO as a Business Platform\n Jul 15 · 1:00–2:30 PM ET · CPE Tod ay · 1.5 CPE · Computer Software and Applications\n – Explain why Q BO has evolved from accounting software into a full business platform.\n – Describe the Intuit Platform and what each component does for a Canadi an small business.\n – Demonstrate how Customer Hub and the AI Customer Agent capture and qualify leads.\n• QBO Online for Accountants Module 3: Intuit Intelligence and AI Agents\n Jul 22 · 1:00–2:23 PM ET · CPE To day · 1.5 CPE · Computer Software and Applications\n – Explain what Intuit Intelligence is\, and what it is not (it is not a chatbot).\n – Identify the five AI agents available in Canada and which subscription ti ers include each.\n – Navigate to each agent within QBO and explain how to trigger it.\n• QBO Online for Accountants Module 3: Intuit Intelligenc e and AI Agents\n Jul 22 · 1:00–2:23 PM ET · Atiba Lewis · 1.5 CPE · Computer Software and Applications\n – Explain what Intuit Intellig ence is\, and what it is not (it is not a chatbot).\n – Identify the fi ve AI agents available in Canada and which subscription tiers include each .\n – Navigate to each agent within QBO and explain how to trigger it.\ n• QBO Online for Accountants Module 4:Bank Feeds\, Reconciliation and Aut omation\n Jul 29 · 1:00–2:00 PM ET · CPE Today · 1 CPE · Computer Software and Applications\n• QBO Online for Accountants Module 4:Bank Fee ds\, Reconciliation and Automation\n Jul 29 · 1:00–2:00 PM ET · Atiba Lewis · 1 CPE · Computer Software and Applications\n• QBO Online for Accountants Module 5:Canadian Payroll Compliance\n Aug 5 · 1:00–2:15 PM ET · CPE Today · 1 CPE · Computer Software and Applications\n• QBO Online for Accountants Module 5:Canadian Payroll Compliance\n Aug 5 · 1 :00–2:15 PM ET · Atiba Lewis · 1 CPE · Computer Software and Applica tions\n• QBO Online for Accountants Module 6:Reporting\, Dashboards and An alytics\n Aug 12 · 1:00–2:30 PM ET · CPE Today · 1.5 CPE · Comput er Software and Applications\n• QBO Online for Accountants Module 6:Report ing\, Dashboards and Analytics\n Aug 12 · 1:00–2:30 PM ET · Atiba Lew is · 1.5 CPE · Computer Software and Applications\n• QBO Online for Ac countants Module 7: Integrations and the QBO App Ecosystem\n Aug 19 · 1 :00–2:00 PM ET · CPE Today · 1 CPE · Computer Software and Applicati ons\n• QBO Online for Accountants Module 7: Integrations and the QBO App E cosystem\n Aug 19 · 1:00–2:00 PM ET · Atiba Lewis · 1 CPE · Compu ter Software and Applications\n• QBO Online for Accountants Module 8: Book s-to-Tax: The Canadian Workflow\n Aug 26 · 1:00–2:00 PM ET · CPE Toda y · 1 CPE · Computer Software and Applications\n• QBO Online for Accou ntants Module 8: Books-to-Tax: The Canadian Workflow\n Aug 26 · 1:00–2: 00 PM ET · Atiba Lewis · 1 CPE · Computer Software and Applications\ n• QBO Online for Accountants Module 9: Advisory Conversations for the Evo lving Platform\n Sep 2 · 1:00–2:30 PM ET · CPE Today · 1.5 CPE · Accounting\n• QBO Online for Accountants Module 9: Advisory Conversations for the Evolving Platform\n Sep 2 · 1:00–2:30 PM ET · Atiba Lewis · 1.5 CPE · Accounting\n\nFull details: https://www.cpetoday.com/event/qu ickbooks-online-for-accountants-26e1066 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/quickbooks-online-for-accountants-26e106 6 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/Vector-Preview-318.jpg END:VEVENT BEGIN:VEVENT UID:event-1084@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260903T090000Z DTEND:20260903T235900Z SUMMARY:Intuit Accountant Suite: The Firm Operating System Webinar DESCRIPTION:Still losing time to disconnected systems? Learn how Intuit Acc ountant Suite (IAS) helps firms streamline client management\, workflows\, AI insights\, and governance in one platform. This practical webinar cove rs IAS setup\, workflow optimization\, AI tools\, and Books to Tax integra tion for U.S. and Canadian firms. \n \nLeave with: \n-30-Day Activation Pl an \n-Configuration Checklist \n-SOP Templates \n \nOutcome: A practical f ramework to run a more efficient\, integrated firm.\n\nRegister: https://w ww.cpetoday.com/app/cart/addevent?id=1084\nEarn up to 4 CPE credits.\n\nSE SSIONS (1):\n• Intuit Accountant Suite: The Firm Operating System (EN)\n Sep 3 · 12:00–4:00 PM ET · Atiba Lewis · 4 CPE · Computer Software and Applications\n\nFull details: https://www.cpetoday.com/event/intuit-a ccountant-suite-the-firm-operating-system-webinar-26e1084 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/intuit-accountant-suite-the-firm-operati ng-system-webinar-26e1084 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/Vector-Preview-304_preview.jpeg END:VEVENT BEGIN:VEVENT UID:event-985@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260908T090000Z DTEND:20260911T235900Z SUMMARY:Professional Security Strategies for Financial Pros DESCRIPTION:Cyber threats\, data privacy demands\, and rapid technology cha nge are reshaping the responsibilities of today’s financial professionals. Professional Security Strategies for Financial Pros is a four‑day live on line conference designed to help you protect sensitive data\, strengthen i nternal controls\, and modernize reporting and analytics—all while earning up to 30 CPE credits. You’ll gain practical\, real‑world strategies for m anaging cybersecurity risk\, identifying fraud\, and navigating emerging t \n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=985\nEarn up t o 30 CPE credits.\n\nSESSIONS (8):\n• K2's Excel Tips\, Tricks\, and Techn iques for Accountants\n Sep 8 · 7:00–3:00 PM PT · Lawrence A. "Mac" M cClelland · 8 CPE · Accounting\, Computer Software and Applications\n – Choose appropriate tools and techniques for formatting data in Excel\ , including multiline column headings\, the Accounting Format\, custom dat e and number formats\, and Conditional Formatting \n\n – Identify optio ns for customizing Excel’s user environment\, including the Ribbon and the Quick Access Toolbar\, adjust Excel’s Options to improve efficiency\, and create and use Templates to increase efficiency and productivity \n\n – Use various formula-building tools to create formulas more efficiently a nd create multiple types of formulas\, including formulas to manipulate te xt and dates\, formulas containing XLOOKUP functions\, formulas that conta in conditional calculations\, and formulas that contain circular reference s \n\n• K2's Next Generation Excel Reporting\n Sep 9 · 7:00–3:00 PM PT · Lawrence A. "Mac" McClelland · 8 CPE · Accounting\n• Data Governme nt and Privacy For Organizations - GDPR and CCPA\n Sep 10 · 7:00–9:00 A M PT · Stephen Yoss · 2 CPE · Information Technology\n• Cybersecurit y 2026 Defense for CPAs\n Sep 10 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Information Technology\n – Differentiate between current Bu siness Email Compromise (BEC) and sophisticated social engineering tactics .\n – Analyze the lifecycle of modern ransomware to implement more effe ctive firm-wide defenses.\n – Evaluate the confidentiality risks associ ated with using unsanctioned AI tools in accounting.\n• Demystifying Accou nting for Blockchain\, Cryptocurrency\, and NFTs\n Sep 10 · 12:00–4:00 PM PT · Stephen Yoss · 4 CPE · Information Technology\, Taxes\n – Identify key characteristics and functions of major cryptocurrencies curr ently in use.\n – Explain the influence of blockchain technology on tod ay’s business environment and accounting practices.\n – Assess the orga nizational impact of blockchain and cryptocurrency\, focusing on tax and a ccounting issues.\n• K2's Strategic Automation: Agentic AI Platform Applic ations\n Sep 11 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Inform ation Technology\n – Describe core functionalities and operational prin ciples of integration platform as a service tools.\n – Identify promine nt iPaaS solutions\, comparing their features for business automation need s.\n – Explain the conceptual framework of Agentic AI within automated business workflows.\n• Fraud in Today's Workplace: What Accountants Need t o Know\n Sep 11 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Accou nting\n• Charting\, Graphing\, and Mapping Data Made Easy!\n Sep 11 · 1 2:00–2:00 PM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n – Identify and apply the most effective chart types to represent financial data clearly.\n – Demonstrate proficiency in utilizing Excel to transf orm complex datasets into engaging visual stories.\n – Compare and cont rast the functionalities of Excel with other charting tools to optimize da ta presentation.\n\nFull details: https://www.cpetoday.com/event/professio nal-security-strategies-for-financial-pros-26e0519 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/professional-security-strategies-for-fin ancial-pros-26e0519 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Professional-Security-Strategies-for- Financial-Pros-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-1068@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260909T090000Z DTEND:20260910T235900Z SUMMARY:Quickbook Online for Accountants - 2 Day Event DESCRIPTION:What does it take to stay ahead as QBO evolves from bookkeeping software into a full-scale\, AI-powered business platform? \nStaying ahea d requires more than knowing the features of QuickBooks Online\; it demand s understanding how its AI-driven evolution\, powered by Intuit Intelligen ce\, is reshaping workflows\, client expectations\, and the realities of C anadian accounting. \n \nThis course equips you with the practical skills and strategic insight to apply these changes within a Canadian context\, s tre\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=1068\nEarn up to 4 CPE credits.\n\nSESSIONS (2):\n• QuickBooks Online: AI\, Automatio n & the Modern Firm\n Sep 9 · 12:00–4:00 PM ET · Atiba Lewis · 4 CP E · Computer Software and Applications\n• QuickBooks Online: AI\, Automa tion & the Modern Firm\n Sep 10 · 12:00–4:00 PM ET · Atiba Lewis · 4 CPE · Computer Software and Applications\n\nFull details: https://www. cpetoday.com/event/quickbook-online-for-accountants-2-day-event-26e1068 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/quickbook-online-for-accountants-2-day-e vent-26e1068 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/courses/default.png END:VEVENT BEGIN:VEVENT UID:event-986@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260914T090000Z DTEND:20260917T235900Z SUMMARY:AI-Powered Productivity & Intelligent Automation Week DESCRIPTION:AI is changing how financial professionals work—but the real ad vantage comes from knowing how to apply it effectively. AI‑Powered Product ivity & Intelligent Automation Week is a four‑day live online conference b uilt to help CPAs\, analysts\, and finance teams streamline repetitive tas ks\, improve collaboration\, and make smarter decisions using automation a nd data tools. You’ll explore practical workflows that blend AI concepts w ith the everyday technologies you already use\, from Excel and PDFs to T\n \nRegister: https://www.cpetoday.com/app/cart/addevent?id=986\nEarn up to 30 CPE credits.\n\nSESSIONS (11):\n• Automation For Increasing Personal Ef ficiency and Effectiveness\n Sep 14 · 7:00–10:00 AM PT · Stephen Yoss · 3 CPE · Specialized Knowledge\n – Define automation and demonstr ate different use cases.\n – Identify processes in your personal and pr ofessional life where automation can be utilized to save you time.\n – Distinguish between the different automation tools. Their various strength s and weaknesses\, identify which products and services that are the best for your personal workflow.\n• K2's Top PDF Features You Should Know\n Sep 14 · 10:30–12:30 PM PT · Stephen Yoss · 2 CPE · Computer Softwar e and Applications\n – Identify procedures to reorganize and manipulate PDF documents – including applying bookmarks – to meet specific needs \n\ n – Compare examples of how to create and distribute PDF forms and auto mate the process of collecting and summarizing form response data \n\n – Identify ways to markup and edit PDF documents\, including applying tick marks \n\n• Database Basics for Financial Professionals\n Sep 14 · 1:0 0–5:00 PM PT · Stephen Yoss · 4 CPE · Information Technology\n• The DIY Automation Revolution: Building Finance Solutions Without Code\n Se p 15 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Information Technolo gy\n• Data and Statistical Analytics Using Microsoft Excel\n Sep 15 · 9 :30–12:30 PM PT · Stephen Yoss · 3 CPE · Information Technology\n• B uilding Bulletproof Spreadsheets: When Accuracy Is Everything\n Sep 15 · 1:00–3:00 PM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n – Identify modern Excel features that strengthen spreadsheet accuracy an d reduce manual risk.\n – Explain how structured references and tables improve workbook consistency and clarity.\n – Apply dynamic arrays and data types to streamline calculations with fewer errors.\n• K2's Microsoft Teams\n Sep 16 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Co mputer Software and Applications\n• Supercharging Your Spreadsheet Collabo ration\n Sep 16 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · C omputer Software and Applications\n – Select various Excel features ass ociated with collaboration \n\n – List the steps necessary to use Excel ’s Inquire tool to identify differences between two spreadsheets \n\n – Differentiate between the capabilities of Excel’s Notes feature and its C omments feature \n \n\n• K2's Implementing Internal Controls In QuickBooks Online Environments\n Sep 16 · 12:00–4:00 PM PT · Brian Tankersley · 4 CPE · Auditing\n – Identify the importance of internal controls in QuickBooks environments \n\n – Distinguish between the four common t ypes of internal controls and provide examples of each \n\n – Analyze t he relative strength or weakness of a QuickBooks-based organization’s inte rnal control structure \n\n• K2's Saving Time With Electronic Forms\n S ep 17 · 7:00–9:00 AM PT · Tommy Stephens · 2 CPE · Computer Software and Applications\n – Identify the licenses or subscriptions required t o use forms/data collection tools\, including Microsoft Power Apps\, Zoho Forms\, Microsoft Forms\, and Adobe PDF forms \n\n – Identify examples of benefits and risks of using each approach to creating forms \n \n \n \ n\n – Identify which tool or approach would be the best fit for a parti cular data collection task \n\n• Eight Awesome PivotTable Features\n Se p 17 · 9:30–1:30 PM PT · Tommy Stephens · 4 CPE · Computer Software and Applications\n – Name at least two benefits of using PivotTables fo r data consolidation needs \n\n – List the steps necessary to add Key P erformance Indicators to PivotTables \n\n – Differentiate between Slice r and Timeline filters \n\n\nFull details: https://www.cpetoday.com/event/ ai-powered-productivity-intelligent-automation-week-26e0520 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/ai-powered-productivity-intelligent-auto mation-week-26e0520 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-AI-Powered-Productivity---Intelligent -Automation-Week-Cl.jpg END:VEVENT BEGIN:VEVENT UID:event-987@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260921T090000Z DTEND:20260924T235900Z SUMMARY:Transforming Workflows Through Smart AI Tools DESCRIPTION:Step into the next era of productivity with Transforming Workfl ows Through Smart AI Tools\, a four‑day live online conference designed fo r accounting and finance professionals who want to work smarter\, faster\, and more securely. This program focuses on practical\, real‑world applica tions of emerging technology—especially AI‑enhanced tools—that are already changing how firms operate. Whether you’re modernizing internal workflows or improving client service\, you’ll gain clear strategies to help your\n \nRegister: https://www.cpetoday.com/app/cart/addevent?id=987\nEarn up to 17 CPE credits.\n\nSESSIONS (8):\n• Winning Hearts and Minds: Building Fut ure-Ready Businesses\n Sep 21 · 11:30–1:30 PM PT · Stephen Yoss · 2 CPE · Information Technology\n• Excel Functionality That Every Accounta nt Should Know\n Sep 22 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n – Describe the features and functions of Exce l Tables and data modeling.\n – List and detail Excel functions that ar e the most useful for financial professionals.\n – Outline the main fea tures and functionalities of Power Query and how it can be used to improve organizational reporting.\n• Getting Ahead of the Emerging Technology Cur ve: AI\, Data Intelligence\, and Digital Crypto Assets\n Sep 22 · 11:30 –2:30 PM PT · Stephen Yoss · 3 CPE · Information Technology\n• K2's Ten PDF Tips You Need To Know\n Sep 23 · 7:00–9:00 AM PT · Brian Tank ersley · 2 CPE · Computer Software and Applications\n – Identifying multiple options for generating PDFs \n\n – Differentiating between Ad obe software options \n \n \n\n – Listing the steps necessary to conver t PDF documents to fillable forms \n\n• K2’s Excel’s Best New Features\n Sep 23 · 11:30–1:30 PM PT · Brian Tankersley · 2 CPE · Computer So ftware and Applications\n• K2's Excel Tips - Today's Best Features\n Se p 24 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Computer Software an d Applications\n – List examples of key new features in Excel and how a nd why business professionals can take advantage of these tools \n\n – Identify use cases for Excel’s PIVOTBY and GROUPBY functions \n\n – Spe cify how Office Scripts differ from traditional Excel macros \n \n\n• K2's Next Level Home Networking\n Sep 24 · 9:30–11:30 AM PT · Stephen Yos s · 2 CPE · Information Technology\n – List at least one prosumer-g rade networking hardware brand for enhancing home office performance and s ecurity \n\n – Identify how isolating your work\, personal\, and guest networks can enhance information security \n\n – Define at least three advanced networking functionalities\, including VPNs\, remote file access\ , media servers\, VLANs\, and SFP+ \n\n• K2's CPA Firm Update\n Sep 24 · 12:00–2:00 PM PT · Stephen Yoss · 2 CPE · Accounting\n – Unders tand supplier and market changes impacting the profession \n\n – Compar e and assess software solutions for various service lines and specialties \n\n – Explore emerging technologies that enhance efficiency and delive r competitive advantages \n\n\nFull details: https://www.cpetoday.com/even t/transforming-workflows-through-smart-ai-tools-26e0521 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/transforming-workflows-through-smart-ai- tools-26e0521 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Transforming-Workflows-Through-Smart- AI-Tools-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-988@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20260928T090000Z DTEND:20261001T235900Z SUMMARY:Automation\, Insight & High-Performance Analytics Week DESCRIPTION:Automation\, Insight & High‑Performance Analytics Week is a fou r‑day live online conference built for accounting and finance professional s who want to streamline work\, uncover deeper insights\, and stay ahead o f fast‑moving technology change. With ten expert‑led sessions\, this progr am blends automation\, analytics\, cloud strategy\, and AI‑driven producti vity into practical\, real‑world guidance you can apply immediately. \n \n You’ll explore topics like Excel automation with Tables and Power Query\, high\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=988\nEarn up to 26 CPE credits.\n\nSESSIONS (10):\n• Turbo Charging Productivity wit h Artificial Intelligence and Automation\n Sep 28 · 7:00–11:00 AM PT · Stephen Yoss · 4 CPE · Information Technology\n – Recognize essen tial components of Artificial Intelligence.\n – Distinguish AI\, Machin e Learning\, and Robotic Process Automation.\n – Explore practical AI a pplications in accounting and finance.\n• Cloud Computing for Accountants\ n Sep 28 · 11:30–1:30 PM PT · Stephen Yoss · 2 CPE · Information Technology\n• Excel Formula's Accountants & Financial Professionals Need t o Know\n Sep 29 · 7:00–11:00 AM PT · Stephen Yoss · 4 CPE · Speci alized Knowledge\n• Easy Excel Automation with Tables & Power Query\n S ep 29 · 11:30–3:30 PM PT · Stephen Yoss · 4 CPE · Specialized Knowle dge\n – Demonstrate Excel table features that automate daily reporting and data analysis tasks\n – Apply Power Query tools to transform raw da ta into organized business insights\n – Construct automated data models using Excel tables for efficient reporting workflows\n• K2's Six Essentia l Teams Features\n Sep 30 · 7:00–9:00 AM PT · Randy Johnston · 2 CP E · Computer Software and Applications\n – List steps for creating ef fective Teams and Channel structures \n\n – Identify how to setup file management columns for more information within Teams \n\n – Specify exa mples of how to work with Microsoft Planner within Teams \n\n• K2's Tech U pdate\n Sep 30 · 9:30–11:30 AM PT · Randy Johnston · 2 CPE · Info rmation Technology\n• K2's Top Tech Productivity Tips And Tricks\n Sep 30 · 12:00–2:00 PM PT · Randy Johnston · 2 CPE · Computer Software a nd Applications\n – Identify steps necessary to construct a Microsoft T eams site \n\n – List examples of essential productivity tips for typi cal Microsoft 365 applications \n\n – Identify examples of when you can use templates and forms to automate data collection \n\n• K2's AI - Secur ity And Privacy Issues\n Oct 1 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Information Technology\n• K2's Ten PDF Tips You Need To Know\ n Oct 1 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n – Identifying multiple options for generati ng PDFs \n\n – Differentiating between Adobe software options \n \n \n\ n – Listing the steps necessary to convert PDF documents to fillable fo rms \n\n• K2's Office Scripts – The New Macros\n Oct 1 · 12:00–2:00 PM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n – List three benefits of using Office Scripts over legacy VBA macros \n \n\n – Distinguish the storage locations for Office scripts vs. VBA macros \n\n – Identify four reasons why Office Scripts may not be avail able for use \n\n\nFull details: https://www.cpetoday.com/event/automation -insight-high-performance-analytics-week-26e0522 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/automation-insight-high-performance-anal ytics-week-26e0522 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET---Automation--Insight---High-Performa nce-Analytics-Week---Cl.jpg END:VEVENT BEGIN:VEVENT UID:event-951@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261005T090000Z DTEND:20261005T235900Z SUMMARY:Automation & Workflow Productivity Conference DESCRIPTION:Build faster\, smarter workflows in just one day. This live vir tual conference is designed for accounting and finance professionals who w ant to reduce manual work\, improve data flow\, and make better use of AI and Microsoft 365 tools. You’ll gain practical strategies to automate rout ine tasks\, integrate systems\, and understand the latest AI capabilities shaping the profession—all while earning up to 8 CPE credits. \n \nAcross four focused sessions\, top instructors Brian Tankersley\, Randy Johnston\ , S\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=951\nEarn u p to 8 CPE credits.\n\nSESSIONS (4):\n• K2's Agentic AI vs. Generative AI: What Accountants Need to Know Now\n Oct 5 · 9:30–11:10 AM CT · Steph en Yoss · 2 CPE · Information Technology\n• K2's Integration and Data Sharing for Accountants\n Oct 5 · 11:20–1:00 PM CT · Brian Tankersley · 2 CPE · Accounting\n• K2's Getting Started With Artificial Intellig ence\n Oct 5 · 1:30–3:10 PM CT · Randy Johnston · 2 CPE · Informa tion Technology\n – List the steps for querying data from tools such as Bard and ChatGPT \n \n\n – Identify the capabilities of Microsoft’s Co pilot \n \n\n – Differentiate between the capabilities of free and paid AI tools \n \n\n• K2's Taking the Load Off You - Automation in Office 365 \n Oct 5 · 3:20–5:00 PM CT · Stephen Yoss · 2 CPE · Computer Soft ware and Applications\n\nFull details: https://www.cpetoday.com/event/auto mation-workflow-productivity-conference-26e0951 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/automation-workflow-productivity-confere nce-26e0951 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPE-Automation---Workflow-Productivity-Con ference-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-989@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261005T090000Z DTEND:20261008T235900Z SUMMARY:Modern AI Solutions for Busy Accounting Teams DESCRIPTION:Modern AI Solutions for Busy Accounting Teams is a four‑day liv e online conference built for professionals who need practical\, time‑savi ng technology—not hype. Designed for CPAs and finance teams balancing heav y workloads\, this program focuses on automation\, better reporting\, and smarter service delivery using the tools you already rely on. You’ll learn how AI and modern applications can reduce repetitive work\, improve accur acy\, and help your firm scale services without adding headcount. \n \nAcr o\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=989\nEarn up to 19 CPE credits.\n\nSESSIONS (8):\n• K2's Small Business Accounting Solu tions\n Oct 6 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Computer Software and Applications\n – Catalog the leading accounting solutions tailored for small businesses \n\n – Critically evaluate the strengths and limitations of various accounting tools in the small business context \n\n – Understand the role of add-ons in enhancing accounting software functionalities \n \n \n \n\n• Tech Tips and Tricks for Excellent Video C onferences\n Oct 6 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Sp ecialized Knowledge\n• Efficient Automation Solutions Using QuickBooks Onl ine Advanced\n Oct 6 · 12:00–3:00 PM PT · Stephen Yoss · 3 CPE · Specialized Knowledge\n – Implement QuickBooks Online Advanced workflow automation tools for streamlined business processes\n – Demonstrate ef fective use of automated reporting features and scheduling capabilities\n – Apply integration platforms to create efficient connections between a ccounting and business systems\n• K2's Excel Best Practices And Features\n Oct 7 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Computer Softwa re and Applications\n – List examples of new functions and features in Excel \n \n\n – Differentiate between Excel 2024 and subscription-based versions of Excel \n\n – Identify steps necessary to automate tasks in Excel \n\n• K2's Formatting Excel Spreadsheets The Right Way\n Oct 7 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Computer Software and App lications\n – Identify the benefits of using Styles for formatting \n\n – Specify which Custom Format codes are necessary for specific situati ons\n – List advantages of using Excel template files\n• K2's Client Ac counting Services For CPA Firms: Strategies For Growth And Success\n Oc t 7 · 12:00–2:00 PM PT · Stephen Yoss · 2 CPE · Accounting\n – De fine the scope and benefits of Client Accounting Services for CPA firms \n \n – Identify essential technology tools and strategies for CAS impleme ntation \n\n – Evaluate various pricing models and their application to CAS offerings \n\n• K2's Excel Charting and Visualizations\n Oct 8 · 7 :00–11:00 AM PT · Lawrence A. "Mac" McClelland · 4 CPE · Computer So ftware and Applications\n – Identify the types of visualizations that y ou should use to communicate specific messages \n\n – Determine the ste ps to creating compelling visualizations in Excel and other Microsoft Offi ce applications \n \n\n – Distinguish options for creating interactive visualizations \n\n• K2's Automation - Beyond The Basics With The Microsof t Power Platform\n Oct 8 · 11:30–1:30 PM PT · Lawrence A. "Mac" McCle lland · 2 CPE · Computer Software and Applications\n – Design workf lows in Power Automate for automating approvals and basic workflows. \n\n – Understand and describe how diverse data sources\, including Microsof t Dataverse\, can be incorporated into process automation solutions \n \n\ n – Name one of the demonstrated tools used to address specific automat ion requirements efficiently and accurately\n\nFull details: https://www.c petoday.com/event/modern-ai-solutions-for-busy-accounting-teams-26e0523 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/modern-ai-solutions-for-busy-accounting- teams-26e0523 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET--Modern-AI-Solutions-for-Busy-Account ing-Teams---CI.jpg END:VEVENT BEGIN:VEVENT UID:event-990@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261012T090000Z DTEND:20261015T235900Z SUMMARY:Firm Optimization: Tools for Smarter Operations DESCRIPTION:Firm Optimization: Tools for Smarter Operations is a four‑day l ive online conference designed to help accounting and finance teams work m ore efficiently\, manage data more intelligently\, and reduce operational risk. This program focuses on the tools and strategies that drive modern f irm performance—data governance\, secure information management\, advanced analytics\, and the Microsoft 365 ecosystem. If your goal is to streamlin e workflows and make better decisions\, this conference delivers practica\ n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=990\nEarn up to 22 CPE credits.\n\nSESSIONS (7):\n• Data Government and Privacy For Organ izations - GDPR and CCPA\n Oct 12 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Information Technology\n• Connect\, Transform\, and Analyze Da ta Like a Pro with Power Query\n Oct 12 · 9:30–1:30 PM PT · Stephen Y oss · 4 CPE · Specialized Knowledge\n• An Accountant's Detailed Guide to Databases\, Integration\, and Data Sharing\n Oct 13 · 7:00–9:00 AM P T · Stephen Yoss · 2 CPE · Information Technology\n – Discuss how to use databases and data-related technologies inside an organization.\n – Explain the central principles of databases\, including data structur e\, keys/constraints\, and cardinality.\n – Demonstrate how to connect to a database via Excel Power Query functionality and database management tools (e.g. SSMS\, DBeaver\, etc.)\n• Practical Advice for Preventing Orga nizational Data Breaches\n Oct 13 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Information Technology\n• K2's Excel Essentials for Staff Acc ountants\n Oct 14 · 9:30–5:30 PM PT · Lawrence A. "Mac" McClelland · 8 CPE · Computer Software and Applications\n – Identify five critic al best practices associated with creating workbooks \n\n – Use PivotTa bles and PivotCharts to quickly summarize and present data without generat ing formulas \n\n – Select from functions such as VLOOKUP\, XLOOKUP\, S UMIFS\, CHOOSE\, XNPV\, XIRR\, PMT\, IPMT\, ACCRINT\, and TRIM\, when crea ting financially-oriented calculations in your worksheets \n\n• K2's The B est Kept Secrets Of Microsoft 365\n Oct 15 · 7:00–9:00 AM PT · Tommy Stephens · 2 CPE · Computer Software and Applications\n – Select at least three optional services included with Office 365 \n\n – List at least two tools that extend Microsoft Teams to perform new tasks \n\n – Identify at least one optional Office 365 service which protects confiden tial information\n• Advanced Topics in Power BI\n Oct 15 · 11:30–1:30 P M PT · Tommy Stephens · 2 CPE · Information Technology\n\nFull detai ls: https://www.cpetoday.com/event/firm-optimization-tools-for-smarter-ope rations-26e0524 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/firm-optimization-tools-for-smarter-oper ations-26e0524 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Firm-Optimization_-Tools-for-Smarter- Operations-Cl.jpg END:VEVENT BEGIN:VEVENT UID:event-991@cpetoday.com DTSTAMP:20260807T161647Z 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 BEGIN:VEVENT UID:event-992@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261026T090000Z DTEND:20261029T235900Z SUMMARY:Professional Development Intensive: Tools That Elevate Work DESCRIPTION:Professional Development Intensive: Tools That Elevate Work is a four‑day live online program built for accounting and finance profession als who want to sharpen their skills\, modernize their toolset\, and deliv er higher‑value work. This conference blends practical technology training with real‑world risk management so you can work more efficiently\, commun icate insights more effectively\, and strengthen internal controls. \n \nA cross seven expert‑led sessions\, you’ll dive into essential Excel capabil \n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=992\nEarn up t o 24 CPE credits.\n\nSESSIONS (7):\n• Winning Hearts and Minds: Building F uture-Ready Businesses\n Oct 26 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Information Technology\n• Excel Functionality That Every Account ant Should Know\n Oct 26 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n – Describe the features and functions of Ex cel Tables and data modeling.\n – List and detail Excel functions that are the most useful for financial professionals.\n – Outline the main f eatures and functionalities of Power Query and how it can be used to impro ve organizational reporting.\n• K2's Ripped From The Headlines: Lessons Fr om Interesting Tech Crimes\n Oct 27 · 7:00–9:00 AM PT · Lawrence A. " Mac" McClelland · 2 CPE · Information Technology\n – List at least three major security incidents reported in the headlines in the last year\ , and explain at least one major internal control design or operation flaw that allowed the hack to occur \n\n – Select the correct definitions f or common security terms such as attack surface\, vulnerability\, exploit\ , social engineering\, phishing\, malware\, heuristics\, biometrics\, and multi-factor authentication (MFA) \n \n\n – List at least three best pr actices learned by reviewing the control failures cited in the case studie s \n\n• K2's Harnessing ChatGPT\n Oct 27 · 9:30–11:30 AM PT · Lawrenc e A. "Mac" McClelland · 2 CPE · Information Technology\n – Identify options to leverage ChatGPT for research\, correspondence\, technical inq uiries\, and Excel formula optimization \n\n – List examples of practic al applications of ChatGPT in the realm of accounting \n \n \n\n – Iden tify powerful plugins for GPT4 for efficient PDF document processing and w eb searching \n \n \n\n• K2's Excel PivotTables for Accountants\n Oct 2 8 · 7:00–11:00 AM PT · Lawrence A. "Mac" McClelland · 4 CPE · Accoun ting\, Computer Software and Applications\n – Identify the six main ele ments of a PivotTable report and their use when creating PivotTables \n\n – Select appropriate tools to manipulate data in PivotTables using grou ping techniques\, modified Field Settings\, user-defined calculations\, an d sorting and filtering options \n\n – Determine the best process by wh ich to link and import data from external data sources into PivotTables \n \n• K2's Securing Your Data – Practical Tools for Protecting Information\n Oct 28 · 11:30–3:30 PM PT · Lawrence A. "Mac" McClelland · 4 CPE · Information Technology\n – Determine the relevant security risks in your organization \n \n\n – Identify specific tools and techniques to p rotect sensitive data \n \n\n – Identify five specific steps to improve PC security \n\n• K2's Small Business Internal Controls\, Security\, and Fraud Prevention and Detection\n Oct 29 · 7:00–3:00 PM PT · Brian Tan kersley · 8 CPE · Auditing\n – Cite internal control fundamentals\, including definitions and concepts\, types of internal control activities \, and the need for internal controls\n – Identify common small busines s control deficiencies and issues\, including concentration of ownership a nd inadequate segregation of duties\, and list five key risk areas for sma ll businesses\n – Recognize the common types of fraud schemes occurring in small businesses and implement internal control measures to reduce the threat of becoming a victim\n\nFull details: https://www.cpetoday.com/eve nt/professional-development-intensive-tools-that-elevate-work-26e0526 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/professional-development-intensive-tools -that-elevate-work-26e0526 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/Professional-Development-Intensive_-Tools- That-Elevate-Work-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-993@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261102T090000Z DTEND:20261105T235900Z SUMMARY:Efficiency\, Ethics & Technology-Driven Best Practices DESCRIPTION:Efficiency\, Ethics & Technology‑Driven Best Practices is a fou r‑day live online conference designed for accounting and finance professio nals who want to work faster\, protect data\, and strengthen controls—with out sacrificing ethical standards. This program brings together practical automation tactics\, modern collaboration tools\, and real‑world risk less ons so you can improve productivity while safeguarding your organization. \n \nAcross eight expert‑led sessions\, you’ll explore topics such as pers o\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=993\nEarn up to 28 CPE credits.\n\nSESSIONS (8):\n• K2's Top PDF Features You Should Kn ow\n Nov 2 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Computer So ftware and Applications\n – Identify procedures to reorganize and manip ulate PDF documents – including applying bookmarks – to meet specific need s \n\n – Compare examples of how to create and distribute PDF forms and automate the process of collecting and summarizing form response data \n\ n – Identify ways to markup and edit PDF documents\, including applying tick marks \n\n• Essential Data Backup Strategies\n Nov 2 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Information Technology\n• Demystifyi ng Accounting for Blockchain\, Cryptocurrency\, and NFTs\n Nov 2 · 12:0 0–4:00 PM PT · Stephen Yoss · 4 CPE · Information Technology\, Taxes \n – Identify key characteristics and functions of major cryptocurrenci es currently in use.\n – Explain the influence of blockchain technology on today’s business environment and accounting practices.\n – Assess t he organizational impact of blockchain and cryptocurrency\, focusing on ta x and accounting issues.\n• Automation For Increasing Personal Efficiency and Effectiveness\n Nov 3 · 7:00–10:00 AM PT · Stephen Yoss · 3 CPE · Specialized Knowledge\n – Define automation and demonstrate differ ent use cases.\n – Identify processes in your personal and professional life where automation can be utilized to save you time.\n – Distinguis h between the different automation tools. Their various strengths and weak nesses\, identify which products and services that are the best for your p ersonal workflow.\n• Efficient Automation Solutions Using QuickBooks Onlin e Advanced\n Nov 3 · 10:30–1:30 PM PT · Stephen Yoss · 3 CPE · Sp ecialized Knowledge\n – Implement QuickBooks Online Advanced workflow a utomation tools for streamlined business processes\n – Demonstrate effe ctive use of automated reporting features and scheduling capabilities\n – Apply integration platforms to create efficient connections between acc ounting and business systems\n• K2's Case Studies In Fraud And Technology Controls\n Nov 4 · 9:30–5:30 PM PT · Brian Tankersley · 8 CPE · A uditing\n – Define information technology general controls and informat ion technology application controls and distinguish between the two \n\n – List examples of critical information technology controls \n\n – Re cognize control failures and weaknesses that can lead to fraud \n\n• K2's Six Essential Teams Features\n Nov 5 · 7:00–9:00 AM PT · Lawrence A. "Mac" McClelland · 2 CPE · Computer Software and Applications\n – L ist steps for creating effective Teams and Channel structures \n\n – Id entify how to setup file management columns for more information within Te ams \n\n – Specify examples of how to work with Microsoft Planner withi n Teams \n\n• K2's Implementing Internal Controls In QuickBooks Online Env ironments\n Nov 5 · 9:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 4 CPE · Auditing\n – Identify the importance of internal controls i n QuickBooks environments \n\n – Distinguish between the four common ty pes of internal controls and provide examples of each \n\n – Analyze th e relative strength or weakness of a QuickBooks-based organization’s inter nal control structure \n\n\nFull details: https://www.cpetoday.com/event/e fficiency-ethics-technology-driven-best-practices-26e0527 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/efficiency-ethics-technology-driven-best -practices-26e0527 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET--Efficiency--Ethics---Technology-Driv en-Best-Practices---CI.jpg END:VEVENT BEGIN:VEVENT UID:event-954@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261106T090000Z DTEND:20261106T235900Z SUMMARY:Fall Artificial Intelligence Conference DESCRIPTION:Step into the future of accounting and finance with K2’s Fall A rtificial Intelligence Conference\, a one‑day live virtual program built f or professionals who want real‑world AI skills—not just theory. As AI rapi dly reshapes how firms work\, this conference delivers practical guidance on how to evaluate\, implement\, and benefit from the tools that are alrea dy transforming productivity\, analysis\, and decision‑making. \n \nAcross four focused sessions\, you’ll explore AI tools that produce immediate re su\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=954\nEarn up to 8 CPE credits.\n\nSESSIONS (4):\n• K2’s AI: Real Tools\, Real Results\ n Nov 6 · 9:30–11:10 AM CT · Randy Johnston · 2 CPE · Information Technology\n – Apply AI tools to streamline accounting and financial w orkflows \n \n\n – Evaluate real-world use cases for AI in both public practice and industry \n\n – Assess the impact of AI adoption on effici ency\, accuracy\, and profitability \n\n• K2's Getting Started With Artifi cial Intelligence\n Nov 6 · 11:20–1:00 PM CT · Tommy Stephens · 2 C PE · Information Technology\n – List the steps for querying data from tools such as Bard and ChatGPT \n \n\n – Identify the capabilities of Microsoft’s Copilot \n \n\n – Differentiate between the capabilities of free and paid AI tools \n \n\n• K2's Strategic Automation: Agentic AI Pla tform Applications\n Nov 6 · 1:30–3:10 PM CT · Stephen Yoss · 2 CPE · Information Technology\n – Describe core functionalities and opera tional principles of integration platform as a service tools.\n – Ident ify prominent iPaaS solutions\, comparing their features for business auto mation needs.\n – Explain the conceptual framework of Agentic AI within automated business workflows.\n• AI 201: Data Security\, Privacy\, Securi ty on AI\n Nov 6 · 3:20–5:00 PM CT · Brian Tankersley · 2 CPE · I nformation Technology\n – Differentiate between AI security and privacy risks.\n – List examples of key security and privacy risks associated with many of today’s AI platforms.\n – Identify best practices for miti gating the security and privacy risks associated with AI.\n\nFull details: https://www.cpetoday.com/event/fall-artificial-intelligence-conference-26 e0954 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/fall-artificial-intelligence-conference- 26e0954 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/Artificial Intelligence Conference-Cl.jpg END:VEVENT BEGIN:VEVENT UID:event-994@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261111T090000Z DTEND:20261112T235900Z SUMMARY:Year-End Skill Strengthening & Productivity Strategies DESCRIPTION:Year‑End Skill Strengthening & Productivity Strategies is a two ‑day live online conference built to help accounting and finance professio nals sharpen their tech skills and close the year stronger. As tools and e xpectations evolve\, this program delivers concise\, practical training on the technologies and automation methods that can save hours and improve f irm performance heading into the new year. \n \nAcross five focused sessio ns\, you’ll review the most important technology trends\, explore updates\ n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=994\nEarn up to 10 CPE credits.\n\nSESSIONS (5):\n• K2's Tech Update\n Nov 11 · 7:00–9 :00 AM PT · Brian Tankersley · 2 CPE · Information Technology\n• K2' s Taking A Fresh Look At Teams\n Nov 11 · 9:30–11:30 AM PT · Brian Ta nkersley · 2 CPE · Computer Software and Applications\n – List exam ples of core functionality in Teams \n\n – Identify new opportunities t o improve Teams-based communications \n\n – Specify how to integrate ot her services into Teams \n \n\n• K2's CPA Firm Update\n Nov 11 · 12:00– 2:00 PM PT · Brian Tankersley · 2 CPE · Accounting\n – Understand supplier and market changes impacting the profession \n\n – Compare an d assess software solutions for various service lines and specialties \n\n – Explore emerging technologies that enhance efficiency and deliver co mpetitive advantages \n\n• K2's Office Scripts – The New Macros\n Nov 1 2 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Computer Software and A pplications\n – List three benefits of using Office Scripts over legacy VBA macros \n \n\n – Distinguish the storage locations for Office scr ipts vs. VBA macros \n\n – Identify four reasons why Office Scripts may not be available for use \n\n• K2's Automation - Beyond The Basics With T he Microsoft Power Platform\n Nov 12 · 9:30–11:30 AM PT · Stephen Yos s · 2 CPE · Computer Software and Applications\n – Design workflows in Power Automate for automating approvals and basic workflows. \n\n – Understand and describe how diverse data sources\, including Microsoft Da taverse\, can be incorporated into process automation solutions \n \n\n – Name one of the demonstrated tools used to address specific automation requirements efficiently and accurately\n\nFull details: https://www.cpeto day.com/event/year-end-skill-strengthening-productivity-strategies-26e0528 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/year-end-skill-strengthening-productivit y-strategies-26e0528 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPE-Next-Gen-Technology-for-Forward-Thinki ng-Firms-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-995@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261116T090000Z DTEND:20261119T235900Z SUMMARY:Technology Improvement Week: Better Systems\, Better Results DESCRIPTION:Technology Improvement Week: Better Systems\, Better Results is a four‑day live online conference designed for accounting and finance pro fessionals who want to upgrade their tech stack\, improve workflows\, and stay ahead of change. This program provides practical\, real‑world guidanc e on the tools and strategies that drive efficiency and better outcomes—wi thout overwhelming you with jargon or theory. \n \nAcross eight sessions\, you’ll explore technology strategy\, modern expense management\, Teams co ll\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=995\nEarn up to 27 CPE credits.\n\nSESSIONS (8):\n• What's Coming Next: Technology Str ategies for CPAs\n Nov 16 · 7:00–9:00 AM PT · Stephen Yoss · 3 CPE · Information Technology\n• K2's The New World of Expense Management: Sm art Cards\, Real-Time Tracking\n Nov 16 · 9:30–12:30 PM PT · Stephen Yoss · 3 CPE · Specialized Knowledge\n – Utilize automated data cap ture tools to modernize expense tracking and reduce manual receipt collect ion\n – Analyze the features and benefits of leading small business acc ounting and expense management solutions. \n\n – Implement automated ap proval workflows to maintain oversight while increasing the speed of bill payments.\n• Charting\, Graphing\, and Mapping Data Made Easy!\n Nov 16 · 1:00–3:00 PM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n – Identify and apply the most effective chart types to represent financ ial data clearly.\n – Demonstrate proficiency in utilizing Excel to tra nsform complex datasets into engaging visual stories.\n – Compare and c ontrast the functionalities of Excel with other charting tools to optimize data presentation.\n• Leveraging Microsoft Teams Effectively For Your Org anization\n Nov 17 · 11:30–2:30 PM PT · Stephen Yoss · 3 CPE · Co mputer Software and Applications\n• K2's Technology for CPAs - Don't Get L eft Behind\n Nov 18 · 9:30–5:30 PM PT · Stephen Yoss · 8 CPE · Co mputer Software and Applications\n – Identify essential hardware and so ftware enhancements and updates that are relevant to accountants\, includi ng operating systems\, desktop productivity suites\, accounting software\, and document management systems \n\n – Choose and implement critical f eatures in Microsoft Office applications\, including accountant-centric fe atures in Excel\, Word\, and Outlook \n\n – Select features found in Ad obe Acrobat for working with PDFs\, including commenting\, reorganizing PD Fs\, securing PDFs\, and creating and working with PDF forms \n\n• K2's To p Tech Productivity Tips And Tricks\n Nov 19 · 7:00–9:00 AM PT · Step hen Yoss · 2 CPE · Computer Software and Applications\n – Identify steps necessary to construct a Microsoft Teams site \n\n – List exampl es of essential productivity tips for typical Microsoft 365 applications \ n\n – Identify examples of when you can use templates and forms to auto mate data collection \n\n• K2's What's New With QuickBooks\n Nov 19 · 9 :30–11:30 AM PT · Stephen Yoss · 2 CPE · Computer Software and Appli cations\n – List examples of key new features in QuickBooks Desktop\, O nline\, and Enterprise Solutions \n \n\n – Identify changes in the lice nsing agreements across the QuickBooks platform \n\n – Cite examples of similarities and differences in features and functions across the QuickBo oks platform\n• K2's Excel Charting and Visualizations\n Nov 19 · 12:00 –4:00 PM PT · Stephen Yoss · 4 CPE · Computer Software and Applicati ons\n – Identify the types of visualizations that you should use to com municate specific messages \n\n – Determine the steps to creating compe lling visualizations in Excel and other Microsoft Office applications \n \ n\n – Distinguish options for creating interactive visualizations \n\n\ nFull details: https://www.cpetoday.com/event/technology-improvement-week- better-systems-better-results-26e0529 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/technology-improvement-week-better-syste ms-better-results-26e0529 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET--Technology-Improvement-Week_-Better- Systems--Better-Results---CI.jpg END:VEVENT BEGIN:VEVENT UID:event-996@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261123T090000Z DTEND:20261125T235900Z SUMMARY:Final Excellence Week: Security\, Automation & Insight DESCRIPTION:Final Excellence Week: Security\, Automation & Insight is a thr ee‑day live online conference designed for accounting and finance professi onals who want to close the year with stronger Excel skills\, smarter work flows\, and better control over the tools they use every day. This program focuses on practical\, high‑impact techniques that improve accuracy\, con sistency\, and efficiency—ideal for busy professionals who rely heavily on spreadsheets and document workflows. \n \nAcross six expert‑led sessions\ , \n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=996\nEarn up to 22 CPE credits.\n\nSESSIONS (6):\n• K2’s Improving Productivity With M icrosoft 365/Office 365 Cloud Applications\n Nov 23 · 7:00–11:00 AM PT · Lawrence A. "Mac" McClelland · 4 CPE · Computer Software and Appl ications\n – Identify relevant\, Cloud-based components of the Microsof t 365/Office 365 subscription model \n\n – Differentiate between OneDri ve\, OneDrive for Business\, and SharePoint Online \n\n – Cite examples of how Teams can improve productivity and enhance collaboration and commu nication \n\n• K2's Formatting Excel Spreadsheets The Right Way\n Nov 2 3 · 11:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 2 CPE · Comput er Software and Applications\n – Identify the benefits of using Styles for formatting \n\n – Specify which Custom Format codes are necessary f or specific situations\n – List advantages of using Excel template file s\n• K2’s Excel’s Best New Features\n Nov 24 · 7:00–9:00 AM PT · Lawr ence A. "Mac" McClelland · 2 CPE · Computer Software and Applications\ n• K2's Mastering Advanced Excel Functions\n Nov 24 · 9:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 4 CPE · Computer Software and Applic ations\n – List examples of best practices for constructing formulas in Excel spreadsheets \n\n – Identify situations in which each of the fol lowing functions might be useful: SUMIFS\, SWITCH\, and STOCKHISTORY \n\n – Distinguish between the XLOOKUP function and legacy Excel functions s uch as VLOOKUP\, HLOOKUP\, INDEX\, and MATCH \n\n• K2's Ten PDF Tips You N eed To Know\n Nov 25 · 7:00–9:00 AM PT · Lawrence A. "Mac" McClelland · 2 CPE · Computer Software and Applications\n – Identifying multi ple options for generating PDFs \n\n – Differentiating between Adobe so ftware options \n \n \n\n – Listing the steps necessary to convert PDF documents to fillable forms \n\n• K2's Excel Best Practices\n Nov 25 · 9:30–5:30 PM PT · Lawrence A. "Mac" McClelland · 8 CPE · Computer So ftware and Applications\n – Distinguish critical spreadsheet design fun damentals \n\n – Use Excel’s Table feature as a foundational component of spreadsheets \n\n – Differentiate between the three different method s for consolidating data \n\n\nFull details: https://www.cpetoday.com/even t/final-excellence-week-security-automation-insight-26e0530 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/final-excellence-week-security-automatio n-insight-26e0530 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Final-Excellence-Week_-Security--Auto mation---Insight-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-943@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261130T090000Z DTEND:20261201T235900Z SUMMARY:Winter Multi-State Technology Conference DESCRIPTION:Winter Excel Conference (Online) \n \nExcel is the backbone of modern accounting and finance—but most professionals still underuse its mo st powerful features. The Winter Excel Conference is a focused\, one‑day v irtual event designed to help CPAs\, analysts\, and finance teams unlock a dvanced Excel capabilities and dramatically improve reporting efficiency. If you want faster workflows\, cleaner spreadsheets\, and smarter data ana lysis\, this conference delivers practical training you can apply immediat e\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=943\nEarn up to 16 CPE credits.\n\nSESSIONS (19):\n• K2’s Tech Update\n Nov 30 · 8:0 0–9:40 AM CT · Randy Johnston · 2 CPE · Computer Software and Applic ations\n – Identify emerging technology trends in AI and SaaS that impa ct the accounting profession \n \n\n – Evaluate technology solutions st rategically \n\n – Distinguish innovation from vendor hype \n\n• K2’s C hoosing Your CPA Firm Tech Stack\n Nov 30 · 9:55–11:35 AM CT · Randy Johnston · 2 CPE · Computer Software and Applications\n – Analyze t he advantages and limitations of suite versus best-in-breed solutions for CPA firms \n\n – Evaluate the ROI of new technologies\, including AI-en abled tools\, within the firm's workflow \n\n – Compare integration opt ions and determine effective strategies for connecting multiple applicatio ns \n \n\n• K2’s Productivity Life Hacks\n Nov 30 · 9:55–11:35 AM CT · Stephen Yoss · 2 CPE · Computer Software and Applications\n – Rec ognize\, quantify\, and rank your time obligation categories in your work and personal life\n – Discover and list the various inefficiencies of y our day-to-day work and list methods for improving them  \n – List and distinguish at least five different technology tools that can be used to a utomate day-to-day work \n• K2’s Building Future-Ready Businesses\n Nov 30 · 9:55–11:35 AM CT · Tommy Stephens · 2 CPE · Information Techno logy\n – Identify appropriate technology solutions for diverse accounti ng practice configurations and workflows \n\n – Apply practical asses sment techniques for hardware\, software\, cloud\, and on-premise options \n\n – Implement immediate change management approaches for technolog y adoption initiatives \n\n• K2’s Microsoft Power Tools\n Nov 30 · 12 :30–2:10 PM CT · Tommy Stephens · 2 CPE · Computer Software and Appl ications\n – Identify opportunities to improve internal controls and ef ficiency using Power Automate \n \n\n – Compare reporting options avail able in Power BI \n\n – Differentiate between conventional PivotTables and those created using Power Pivot \n\n• K2’s AI Accounting And Fraud Det ection\n Nov 30 · 12:30–2:10 PM CT · Stephen Yoss · 2 CPE · Infor mation Technology\n – Analyze emerging AI-integrated accounting platfor ms and their potential ROI \n \n\n – Evaluate low-code and no-code tool s for creating automated accounting workflows \n\n – Assess performance metrics that measure the effectiveness of accounting software investments \n\n• K2’s NextGen Document Management\, Workflows\, And Portals\n Nov 30 · 12:30–2:10 PM CT · Randy Johnston · 2 CPE · Computer Software and Applications\n – Identify features and capabilities of next-generat ion document management and portal systems \n \n\n – Analyze how integr ated workflows can improve firm efficiency and client satisfaction \n\n – Evaluate technology options to modernize a firm’s paperless environment securely and effectively\n• K2’s Stop Wasting Time In Excel\n Nov 30 · 2:25–4:05 PM CT · Tommy Stephens · 2 CPE · Computer Software and Ap plications\n – Identify options for creating more effective PivotTables \n \n\n – Differentiate between various options for cleaning data in E xcel \n\n – Compare options for quickly formatting data in Excel \n\n• K2’s AI: Real Tools\, Real Results\n Dec 1 · 8:00–9:40 AM CT · Tommy Stephens · 2 CPE · Information Technology\n – Apply AI tools to str eamline accounting and financial workflows \n \n\n – Evaluate real-worl d use cases for AI in both public practice and industry \n\n – Assess t he impact of AI adoption on efficiency\, accuracy\, and profitability \n\n • K2’s Tech Tuneup Tips\n Dec 1 · 9:55–11:35 AM CT · Randy Johnston · 2 CPE · Information Technology\n – Identify technology inefficienc ies. Recognize common configuration and usage issues that reduce productiv ity and increase risk \n\n – Apply workstation tuneups. Implement pract ical improvements to desktops\, laptops\, and mobile devices \n\n – Opt imize software usage. Use built-in and low-cost tools more effectively acr oss accounting workflows \n\n• K2’s Microsoft Copilot\, Including Agentic AI\n Dec 1 · 9:55–11:35 AM CT · Tommy Stephens · 2 CPE · Computer Software and Applications\n – Identify key features of Microsoft Copil ot within Excel\, Outlook\, and Teams that enhance productivity for accoun ting and financial professionals \n\n – Determine how to use Microsoft Copilot to automate routine accounting tasks such as data analysis\, finan cial reporting\, and reconciliation \n\n – Analyze the benefits and lim itations of integrating Microsoft Copilot into existing accounting workflo ws\, including considerations for data security and compliance \n\n• K2’s Optimizing Your CAS & Advisory Tech Stack\n Dec 1 · 9:55–11:35 AM CT · Stephen Yoss · 2 CPE · Computer Software and Applications\n – Ide ntify essential technology tools and strategies for CAS implementation \n \n\n – Evaluate various pricing models and their application to CAS off erings \n\n – Outline critical considerations for maintaining data secu rity and regulatory compliance in CAS \n\n• K2’s Ten Questions To Ask Your IT Team\n Dec 1 · 12:30–1:20 PM CT · Randy Johnston · 1 CPE · Co mputer Software and Applications\n – Apply ten strategic questioning fr ameworks to evaluate organizational technology infrastructure \n \n\n – Assess cybersecurity measures and backup protocols through structured I T team dialogues \n\n – Evaluate cloud infrastructure governance and data protection measures for compliance \n\n• K2’s Innovative Strategy A nd IT Governance\n Dec 1 · 12:30–1:20 PM CT · Stephen Yoss · 1 CPE · Business Management and Organization\n – Determine the most effecti ve methods for evaluating technology solutions based on organizational goa ls and requirements \n \n\n – Analyze key elements of successful change management strategies for technology adoption \n\n – Evaluate approach es to training\, communication\, and engagement that enhance learning and user effectiveness\n• K2’s Technology’s Seven (Not Quite) Deadly Sins\n Dec 1 · 12:30–1:20 PM CT · Tommy Stephens · 1 CPE · Computer Softwa re and Applications\n – Name specific examples of security features in the Windows operating system \n \n\n – Identify the benefits associated with Zero Trust Security Models \n\n – List examples of collaboration tools you should pay attention to \n\n• K2’s Automation For Increasing Per sonal Efficiency And Effectiveness\n Dec 1 · 1:30–2:20 PM CT · Stephe n Yoss · 1 CPE · Information Technology\n – Identify processes in y our personal and professional life where automation can be utilized to sav e time \n\n – Distinguish between different automation tools\, their various strengths and weaknesses\, and identify which products and service s best suit your personal workflow \n\n – Leverage the power of the E lgato Streamdeck for simple use of application hot keys and launching auto mation processes with the touch of a button \n \n\n• K2’s Dynamic Arrays In Excel\n Dec 1 · 1:30–2:20 PM CT · Tommy Stephens · 1 CPE · Co mputer Software and Applications\n – Compare dynamic arrays to traditio nal formulas \n \n\n – Use dynamic arrays to automate traditional calcu lations \n\n – Identify examples of how you can use dynamic arrays to a ccess external data\n• K2’s Getting Control Of Your OneDrive Account\n Dec 1 · 1:30–2:20 PM CT · Randy Johnston · 1 CPE · Computer Software and Applications\n – Differentiate between OneDrive\, OneDrive for Bus iness\, and SharePoint Online \n \n \n\n – Identify how SharePoint faci litates collaboration \n\n – Distinguish between options for managing r isk associated with OneDrive \n\n• K2’s Ripped From The Headlines: Lessons Learned From The Most Interesting Tech Crimes\n Dec 1 · 2:35–4:15 PM C T · Stephen Yoss · 2 CPE · Auditing\n – Analyze real-world financ ial crime cases to identify root causes and control failures \n \n\n – Evaluate methods for detecting and preventing fraud and data breaches in a ccounting environments \n\n – Assess the emerging risks posed by AI-ena bled fraud and misuse of automation \n\n\nFull details: https://www.cpetod ay.com/event/winter-multi-state-technology-conference-26e0943 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/winter-multi-state-technology-conference -26e0943 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/Winter-Multi-State-Technology-Conference-C l.jpg END:VEVENT BEGIN:VEVENT UID:event-997@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261202T090000Z DTEND:20261203T235900Z SUMMARY:Performance Enhancement: Tools for the New Year DESCRIPTION:Performance Enhancement: Tools for the New Year is a two‑day li ve online CPE conference designed to help accounting and finance professio nals start the year with smarter tools and stronger workflows. Held Dec 2– 3\, 2026 (Pacific Time)\, this virtual event focuses on practical technolo gy skills that boost productivity\, streamline collaboration\, and improve client service. \n \nAcross four expert‑led sessions\, you’ll learn how t o harness ChatGPT for professional efficiency\, use Power BI for better re p\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=997\nEarn up to 12 CPE credits.\n\nSESSIONS (4):\n• Harnessing ChatGPT – Unlocking Prof essional Efficiency\n Dec 2 · 12:00–4:00 PM PT · Stephen Yoss · 4 C PE · Information Technology\n• K2's Taking Another Look At Power BI\n Dec 3 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Computer Softw are and Applications\n – List the basic steps necessary to generate a P ower BI report \n\n – Distinguish between Power BI reports and dashboar ds \n\n – Identify the necessary steps to link data into Power BI \n \n \n• K2's CRM - The Ultimate Business Automation Tool\n Dec 3 · 9:30–11: 30 AM PT · Brian Tankersley · 2 CPE · Information Technology\n – Define Customer Relationship Management (CRM) and explain its significance in business automation \n\n – Identify key CRM features that optimize accounting and financial workflows \n \n\n – Name at least two best pra ctices for implementing and customizing CRM systems for use in common acco unting workflows\n• K2's Microsoft Teams\n Dec 3 · 12:00–4:00 PM PT · Brian Tankersley · 4 CPE · Computer Software and Applications\n – Identify critical potential benefits associated with using Microsoft Teams \n\n – Select various elements of functionality offered by Teams \n\n – Differentiate between “guest” and “external” users in Teams \n\n\nFul l details: https://www.cpetoday.com/event/performance-enhancement-tools-fo r-the-new-year-26e0531 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/performance-enhancement-tools-for-the-ne w-year-26e0531 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Performance-Enhancement_-Tools-for-th e-New-Year-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-998@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261207T090000Z DTEND:20261210T235900Z SUMMARY:Year-End Technology Optimization & Cleanup Week DESCRIPTION:Year‑End Technology Optimization & Cleanup Week is a four‑day l ive online CPE conference designed to help accounting and finance professi onals tighten security\, clean up workflows\, and enter the new year with stronger systems. Held Dec 7–10\, 2026 (Pacific Time)\, this event focuses on practical technology improvements—data security\, privacy compliance\, spreadsheet accuracy\, disaster readiness\, and collaboration tools—so yo ur firm can reduce risk and improve efficiency before year‑end. \n \nAcros s 1\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=998\nEarn u p to 28 CPE credits.\n\nSESSIONS (10):\n• Are You Really Ready? Effective Disaster Recovery & Business Continuity Planning\n Dec 7 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Information Technology\n – Identify the major types of disasters\, how they occur\, and the impact on the orga nization.\n – Outline best practices and steps necessary to resolve and mitigate the most common types of disasters inside an organization.\n – Analyze the financial\, environmental\, and societal impact of a disaste r on an organization.\n• Tech Tips and Tricks for Excellent Video Conferen ces\n Dec 7 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Specializ ed Knowledge\n• Building Bulletproof Spreadsheets: When Accuracy Is Everyt hing\n Dec 7 · 12:00–2:00 PM PT · Stephen Yoss · 2 CPE · Speciali zed Knowledge\n – Identify modern Excel features that strengthen spread sheet accuracy and reduce manual risk.\n – Explain how structured refer ences and tables improve workbook consistency and clarity.\n – Apply dy namic arrays and data types to streamline calculations with fewer errors.\ n• Free and Open Source Technology For Your Organization\n Dec 8 · 7:00 –9:00 AM PT · Stephen Yoss · 2 CPE · Information Technology\n – U pdate this attribute value to the course learning objective(s). \n• 2026's Biggest Security and Privacy Concerns\n Dec 8 · 9:30–1:30 PM PT · St ephen Yoss · 4 CPE · Information Technology\n• K2's Data Security And Privacy Issues And Solutions\n Dec 9 · 7:00–9:00 AM PT · Lawrence A. "Mac" McClelland · 2 CPE · Information Technology\n – Identify at l east five examples of common data security and privacy issues affecting bu sinesses today \n\n – Create estimates of the costs associated with dat a security and privacy breaches \n \n\n – List examples of internal con trol best practices you can use to mitigate your security and privacy risk s\n• Privacy Issues And Solutions – What You Need to Know!\n Dec 9 · 9: 30–11:30 AM PT · Lawrence A. "Mac" McClelland · 2 CPE · Information Technology\n• Supercharging Your Spreadsheet Collaboration\n Dec 9 · 12 :00–2:00 PM PT · Lawrence A. "Mac" McClelland · 2 CPE · Computer Sof tware and Applications\n – Select various Excel features associated wit h collaboration \n\n – List the steps necessary to use Excel’s Inquire tool to identify differences between two spreadsheets \n\n – Differenti ate between the capabilities of Excel’s Notes feature and its Comments fea ture \n \n\n• K2's Ripped From The Headlines: Lessons From Interesting Tec h Crimes\n Dec 10 · 7:00–9:00 AM PT · Lawrence A. "Mac" McClelland · 2 CPE · Information Technology\n – List at least three major securi ty incidents reported in the headlines in the last year\, and explain at l east one major internal control design or operation flaw that allowed the hack to occur \n\n – Select the correct definitions for common security terms such as attack surface\, vulnerability\, exploit\, social engineeri ng\, phishing\, malware\, heuristics\, biometrics\, and multi-factor authe ntication (MFA) \n \n\n – List at least three best practices learned by reviewing the control failures cited in the case studies \n\n• K2's Quick Books Online For Accountants\n Dec 10 · 9:30–5:30 PM PT · Atiba Lewis · 8 CPE · Accounting\, Computer Software and Applications\n – Diff erentiate between some of the characteristics of QuickBooks Desktop and Qu ickBooks Online \n\n – Identify the ideal QBO subscription model that w ould work best for a given company and best practices for converting to QB O \n\n – Select the best path for performing routine accounting tasks in QBO \n\n\nFull details: https://www.cpetoday.com/event/year-end-technol ogy-optimization-cleanup-week-26e0532 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/year-end-technology-optimization-cleanup -week-26e0532 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Year-End-Technology-Optimization---Cl eanup-Week-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-947@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261214T090000Z DTEND:20261214T235900Z SUMMARY:Winter Excel Conference DESCRIPTION:Excel is an indispensable tool for accounting and financial pro fessionals\, yet many still aren't using it to its full potential. That’s where the Winter Excel Conference comes in. \nJoin this exclusive\, one- day virtual seminar designed to elevate your Excel skills and transform ho w you work. Catering specifically to accountants\, CPAs\, and financial pr ofessionals\, this dynamic conference will teach you to leverage Excel’s p owerful features and adopt best practices that maximize efficiency\, impro \n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=947\nEarn up t o 8 CPE credits.\n\nSESSIONS (4):\n• Microsoft 365 Mastery: When Everythin g Works Together\n Dec 14 · 9:30–11:10 AM CT · Brian Tankersley · 2 CPE · Specialized Knowledge\n• K2’s Dynamic Arrays In Excel\n Dec 14 · 11:20–1:00 PM CT · Tommy Stephens · 2 CPE · Computer Software and Applications\n• Data and Statistical Analytics Using Microsoft Excel\n Dec 14 · 1:30–3:10 PM CT · Tommy Stephens · 2 CPE · Information Tec hnology\n• Elevating Excel Productivity With Microsoft Copilot\n Dec 14 · 3:20–5:00 PM CT · Lawrence A. "Mac" McClelland · 2 CPE · Computer Software and Applications\n\nFull details: https://www.cpetoday.com/event /winter-excel-conference-26e0947 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/winter-excel-conference-26e0947 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Winter-Excel-Conference-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-999@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261214T090000Z DTEND:20261217T235900Z SUMMARY:Closing the Books with Better Tech Tools DESCRIPTION:Closing the Books with Better Tech Tools is a four‑day live onl ine CPE conference designed to help accounting and finance professionals m odernize close‑out processes\, improve reporting\, and streamline workflow s with today’s best technology. Running Dec 14–17\, 2026 (Pacific Time)\, this virtual event delivers practical\, hands‑on training in QuickBooks On line reporting\, database fundamentals\, next‑generation Excel reporting\, Microsoft 365 productivity tools\, and AI‑powered automation with ChatGPT —a\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=999\nEarn up to 26 CPE credits.\n\nSESSIONS (8):\n• QuickBooks Online Reporting: Beyon d The Basics\n Dec 14 · 7:00–10:00 AM PT · Stephen Yoss · 3 CPE · Specialized Knowledge\n – Demonstrate advanced customization technique s for QuickBooks Online standard and custom reports\n – Create dynamic management reports that automatically update with fresh data\n – Implem ent Spreadsheet Sync to seamlessly integrate QuickBooks data with Excel\n• Database Basics for Financial Professionals\n Dec 14 · 10:30–2:30 PM P T · Stephen Yoss · 4 CPE · Information Technology\n• An Accountant's Detailed Guide to Databases\, Integration\, and Data Sharing\n Dec 15 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Information Technology\n – Discuss how to use databases and data-related technologies inside an organization.\n – Explain the central principles of databases\, includi ng data structure\, keys/constraints\, and cardinality.\n – Demonstrate how to connect to a database via Excel Power Query functionality and data base management tools (e.g. SSMS\, DBeaver\, etc.)\n• Hands On With QuickB ooks Online Accountant (QBOA) for Public Accounting\n Dec 15 · 11:30–2: 30 PM PT · Stephen Yoss · 3 CPE · Specialized Knowledge\n• K2's The Best Kept Secrets Of Microsoft 365\n Dec 16 · 7:00–9:00 AM PT · Lawre nce A. "Mac" McClelland · 2 CPE · Computer Software and Applications\n – Select at least three optional services included with Office 365 \n\ n – List at least two tools that extend Microsoft Teams to perform new tasks \n\n – Identify at least one optional Office 365 service which pr otects confidential information\n• K2's Harnessing ChatGPT\n Dec 16 · 9 :30–11:30 AM PT · Lawrence A. "Mac" McClelland · 2 CPE · Information Technology\n – Identify options to leverage ChatGPT for research\, cor respondence\, technical inquiries\, and Excel formula optimization \n\n – List examples of practical applications of ChatGPT in the realm of acco unting \n \n \n\n – Identify powerful plugins for GPT4 for efficient PD F document processing and web searching \n \n \n\n• K2's Time To Advance A utomation\n Dec 16 · 12:00–2:00 PM PT · Lawrence A. "Mac" McClelland · 2 CPE · Information Technology\n – Outline the primary benefits o f advanced automation in business processes \n\n – Select appropriate a utomation tools for data extraction and transformation \n\n – Identify Microsoft 365 plans and other tools that offer powerful automation capabil ities like Power Automate \n \n \n\n• K2's Next Generation Excel Reporting \n Dec 17 · 9:30–5:30 PM PT · Lawrence A. "Mac" McClelland · 8 CPE · Accounting\n\nFull details: https://www.cpetoday.com/event/closing-the -books-with-better-tech-tools-26e0533 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/closing-the-books-with-better-tech-tools -26e0533 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Closing-the-Books-with-Better-Tech-To ols-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-1000@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261221T090000Z DTEND:20261224T235900Z SUMMARY:Holiday Season Tech Tune-Up for CPAs DESCRIPTION:Holiday Season Tech Tune‑Up for CPAs is a two‑day live online C PE conference designed to help accounting professionals sharpen their tech nology skills before year‑end. Held Dec 21–24\, 2026 (Pacific Time)\, this virtual event focuses on practical tools that improve collaboration\, rep orting\, and security—so you can enter the new year more efficient and bet ter protected. \n \nAcross five expert‑led sessions\, you’ll explore Micro soft productivity enhancements\, advanced Power BI topics\, collaboration be\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=1000\nEarn u p to 12 CPE credits.\n\nSESSIONS (5):\n• K2’s Improving Productivity With Microsoft 365/Office 365 Cloud Applications\n Dec 21 · 7:00–11:00 AM P T · Lawrence A. "Mac" McClelland · 4 CPE · Computer Software and App lications\n – Identify relevant\, Cloud-based components of the Microso ft 365/Office 365 subscription model \n\n – Differentiate between OneDr ive\, OneDrive for Business\, and SharePoint Online \n\n – Cite example s of how Teams can improve productivity and enhance collaboration and comm unication \n\n• Advanced Topics in Power BI\n Dec 21 · 11:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 2 CPE · Information Technology\n• K2's Collaboration Tools And Best Practices\n Dec 22 · 7:00–9:00 AM PT · Tommy Stephens · 2 CPE · Information Technology\n – List at lea st three drivers for today’s collaboration needs \n\n – Differentiate b etween key technology providers in the field of collaboration \n \n\n – Specify examples of policies and procedures that can enhance collaborativ e efforts \n\n• K2's Small Business Accounting Solutions\n Dec 22 · 9:3 0–11:30 AM PT · Tommy Stephens · 2 CPE · Computer Software and Appli cations\n – Catalog the leading accounting solutions tailored for small businesses \n\n – Critically evaluate the strengths and limitations of various accounting tools in the small business context \n\n – Understa nd the role of add-ons in enhancing accounting software functionalities \n \n \n \n\n• K2's Understanding Your Ransomware Risk\n Dec 22 · 12:00–2 :00 PM PT · Tommy Stephens · 2 CPE · Information Technology\n – D istinguish between various options to mitigate risk \n\n – Identify pra ctical actions for reducing ransomware risk \n\n – List examples of hig h-profile ransomware attacks and how they occurred\n\nFull details: https: //www.cpetoday.com/event/holiday-season-tech-tune-up-for-cpas-26e0534 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/holiday-season-tech-tune-up-for-cpas-26e 0534 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Holiday-Season-Tech-Tune-Up-for-CPAs- Cl.jpg END:VEVENT BEGIN:VEVENT UID:event-952@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261223T090000Z DTEND:20261223T235900Z SUMMARY:Tax & Technology: Gearing Up for Your Best Busy Season DESCRIPTION:Tax & Technology: Gearing Up for Your Best Busy Season is a one ‑day live online CPE conference created specifically for small and mid‑siz ed tax and accounting firms that want to modernize workflows before the ne xt peak season. Taking place Dec 23\, 2026 (Central Time)\, this hands‑on summit delivers practical technology strategies\, workflow optimization\, and security guidance you can implement immediately—ideal for firms evalua ting new tools or looking to get more from the systems they already use\n\ nRegister: https://www.cpetoday.com/app/cart/addevent?id=952\nEarn up to 8 CPE credits.\n\nSESSIONS (5):\n• K2's CPA Firm Update\n Dec 23 · 9:30– 11:10 AM CT · Randy Johnston · 2 CPE · Accounting\n – Understand supplier and market changes impacting the profession \n\n – Compare and assess software solutions for various service lines and specialties \n\n – Explore emerging technologies that enhance efficiency and deliver com petitive advantages \n\n• K2’s AI-Powered Tax Workflow: Portals\, Prep Too ls\, and Automation\n Dec 23 · 11:20–1:00 PM CT · Brian Tankersley · 2 CPE · Taxes\n• K2's Excel Tips for an Efficient Tax Season\n Dec 23 · 1:30–3:10 PM CT · Tommy Stephens · 2 CPE · Computer Software an d Applications\n• K2's Excel Tips for an Efficient Tax Season\n Dec 23 · 1:30–3:10 PM CT · Lawrence A. "Mac" McClelland · 2 CPE · Computer Software and Applications\n• Securing Confidentiality: Safeguarding Client Data Under IRS Rules\n Dec 23 · 3:20–5:00 PM CT · Stephen Yoss · 2 CPE · Taxes\, Information Technology\n – Classify the essential comp onents of a Written Information Security Plan (WISP) that fulfills IRS and FTC Safeguards Rule requirements for protecting sensitive taxpayer data\n – Evaluate organization practices to identify security gaps and areas for improvement in meeting IRS standards for \naccess controls\, employee training\, and data protection\n – Apply encryption\, backup procedures \, and other practical data security measures to reinforce defenses agains t \nunauthorized access or cyberattacks\n\nFull details: https://www.cpeto day.com/event/tax-technology-gearing-up-for-your-best-busy-season-26e0952 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/tax-technology-gearing-up-for-your-best- busy-season-26e0952 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Tax---Technology_-Gearing-Up-for-Your -Best-Busy-Season-CI.jpg END:VEVENT BEGIN:VEVENT UID:event-1001@cpetoday.com DTSTAMP:20260807T161647Z DTSTART:20261228T090000Z DTEND:20261230T235900Z SUMMARY:New Year Readiness: Automation & Analytics Launchpad DESCRIPTION:New Year Readiness: Automation & Analytics Launchpad is a three ‑day live online CPE conference designed to help accounting and finance pr ofessionals start the year with stronger analytics\, cleaner workflows\, a nd more efficient tools. Held Dec 28–30\, 2026 (Pacific Time)\, this virtu al program delivers practical training on Excel\, reporting\, business int elligence\, and productivity—ideal for teams looking to modernize before t he new year begins. \n \nAcross five expert‑led sessions\, you’ll master E xce\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=1001\nEarn up to 18 CPE credits.\n\nSESSIONS (5):\n• K2's Excel PivotTables for Accou ntants\n Dec 28 · 9:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 4 CPE · Accounting\, Computer Software and Applications\n – Identify the six main elements of a PivotTable report and their use when creating P ivotTables \n\n – Select appropriate tools to manipulate data in PivotT ables using grouping techniques\, modified Field Settings\, user-defined c alculations\, and sorting and filtering options \n\n – Determine the be st process by which to link and import data from external data sources int o PivotTables \n\n• K2's Ten Must Know Features In Excel\n Dec 29 · 7:0 0–9:00 AM PT · Brian Tankersley · 2 CPE · Computer Software and Appl ications\n• K2's Next Level Home Networking\n Dec 29 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · Information Technology\n – List at least one prosumer-grade networking hardware brand for enhancing home offi ce performance and security \n\n – Identify how isolating your work\, p ersonal\, and guest networks can enhance information security \n\n – De fine at least three advanced networking functionalities\, including VPNs\, remote file access\, media servers\, VLANs\, and SFP+ \n\n• K2's Taking A nother Look At PDFs\n Dec 29 · 12:00–2:00 PM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n – List examples of PDF software vendors \n\n – Differentiate between PDF options available fr om Adobe \n\n – List at least two ways you can use PDFs in collaborativ e environments \n\n• K2's Business Intelligence\, Featuring Microsoft's Po wer BI Tools\n Dec 30 · 7:00–2:30 PM PT · Brian Tankersley · 8 CPE · Accounting\n – Create Excel-based BI dashboards\n – List the pot ential shortcomings of BI solutions based wholly on Excel \n\n – Identi fy and implement various Excel add-ins that might useful in BI application s\n\nFull details: https://www.cpetoday.com/event/new-year-readiness-autom ation-analytics-launchpad-26e0535 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/new-year-readiness-automation-analytics- launchpad-26e0535 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-New-Year-Readiness_-Automation---Anal ytics-Launchpad-CI.jpg END:VEVENT END:VCALENDAR