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-978@cpetoday.com DTSTAMP:20260720T223026Z DTSTART:20260720T090000Z DTEND:20260723T235900Z SUMMARY:Excel Excellence: Turning Data Into Decisions DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=978\nEa rn up to 21 CPE credits.\n\nSESSIONS (6):\n• Connect\, Transform\, and Ana lyze Data Like a Pro with Power Query\n Jul 20 · 7:00–11:00 AM PT · S tephen Yoss · 4 CPE · Specialized Knowledge\n• What's Coming Next: Tec hnology Strategies for CPAs\n Jul 20 · 11:30–1:20 PM PT · Stephen Yos s · 3 CPE · Information Technology\n• K2's The ABCs Of Automation With Microsoft's Power Platform\n Jul 22 · 7:00–9:00 AM PT · Lawrence A. "Mac" McClelland · 2 CPE · Information Technology\n – Identify the major steps in automating business processes \n\n – Identify two rudime ntary process automation applications in Microsoft 365 and explain how the use cases for these applications differ from those for Power Platform. \n \n – List the applications which make up the Power Platform \n \n\n• K 2's Formatting Excel Spreadsheets The Right Way\n Jul 22 · 9:30–11:30 A M PT · Lawrence A. "Mac" McClelland · 2 CPE · Computer Software and Applications\n – Identify the benefits of using Styles for formatting \ n\n – Specify which Custom Format codes are necessary for specific situ ations\n – List advantages of using Excel template files\n• K2's Better Reporting With QuickBooks Online\n Jul 22 · 12:00–2:00 PM PT · Lawre nce A. "Mac" McClelland · 2 CPE · Accounting\n – Differentiate betw een report types in QuickBooks Online \n \n \n\n – List the steps neces sary to create custom reports \n \n\n – Identify how Management Reports differ from traditional reports \n \n \n\n• K2's Business Intelligence\, Featuring Microsoft's Power BI Tools\n Jul 23 · 7:00–2:35 PM PT · Tom my Stephens · 8 CPE · Accounting\n – Create Excel-based BI dashboar ds\n – List the potential shortcomings of BI solutions based wholly on Excel \n\n – Identify and implement various Excel add-ins that might us eful in BI applications\n\nFull details: https://www.cpetoday.com/event/ex cel-excellence-turning-data-into-decisions-26e0512 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/excel-excellence-turning-data-into-decis ions-26e0512 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPE--Excel-Excellence_-Turning-Data-Into-D ecisions-ci.jpg END:VEVENT BEGIN:VEVENT UID:event-979@cpetoday.com DTSTAMP:20260720T223026Z DTSTART:20260727T090000Z DTEND:20260730T235900Z SUMMARY:Advanced Functions\, Automation & Analytics Skills Week DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=979\nEa rn up to 22 CPE credits.\n\nSESSIONS (4):\n• Excel Formula's Accountants & Financial Professionals Need to Know\n Jul 28 · 11:30–3:30 PM PT · S tephen Yoss · 4 CPE · Specialized Knowledge\n• K2's Advanced Excel\n Jul 29 · 7:00–3:00 PM PT · Tommy Stephens · 8 CPE · Accounting\, C omputer Software and Applications\n – Formulate the best techniques to secure Excel data and collaborate with others efficiently \n\n – Evalua te the usefulness of tables and take advantage of their advanced features\ , such as dynamic data ranges\, structured reference formulas\, and the ab ility to relate multiple tables together into a Data Model \n\n – Asses s Power Query’s capability to link and transform data from external data s ources into Excel \n\n• K2's What's New With QuickBooks\n Jul 30 · 7:00 –9:00 AM PT · Stephen Yoss · 2 CPE · Computer Software and Applicati ons\n – List examples of key new features in QuickBooks Desktop\, Onlin e\, and Enterprise Solutions \n \n\n – Identify changes in the licensin g agreements across the QuickBooks platform \n\n – Cite examples of sim ilarities and differences in features and functions across the QuickBooks platform\n• K2's Excel Essentials for Staff Accountants\n Jul 30 · 9:30 –5:30 PM PT · Stephen Yoss · 8 CPE · Computer Software and Applicati ons\n – Identify five critical best practices associated with creating workbooks \n\n – Use PivotTables and PivotCharts to quickly summarize a nd present data without generating formulas \n\n – Select from function s such as VLOOKUP\, XLOOKUP\, SUMIFS\, CHOOSE\, XNPV\, XIRR\, PMT\, IPMT\, ACCRINT\, and TRIM\, when creating financially-oriented calculations in y our worksheets \n\n\nFull details: https://www.cpetoday.com/event/advanced -functions-automation-analytics-skills-week-26e0513 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/advanced-functions-automation-analytics- skills-week-26e0513 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET--Advanced-Functions--Automation---Ana lytics-Skills--CI.jpg END:VEVENT BEGIN:VEVENT UID:event-980@cpetoday.com DTSTAMP:20260720T223026Z DTSTART:20260803T090000Z DTEND:20260806T235900Z SUMMARY:Practical Analytics Tools for Financial Pros DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=980\nEa rn up to 24 CPE credits.\n\nSESSIONS (6):\n• Outlook and Teams: Collaborat ion Champions\n Aug 3 · 7:00–11:00 AM PT · Stephen Yoss · 4 CPE · Computer Software and Applications\n – Demonstrate advanced Microsoft Teams features for enhancing organizational communication and collaboratio n \n\n – Apply Outlook’s advanced capabilities to streamline email mana gement and optimize calendar organization \n\n – Implement effective st rategies for integrating Teams with SharePoint for seamless file storage a nd real-time \ncollaboration \n\n• Creating Powerful and Effective Present ations with PowerPoint\n Aug 3 · 11:30–2:30 PM PT · Stephen Yoss · 3 CPE · Specialized Knowledge\n – Discuss the characteristics of effe ctive business presentations using clear narrative structure.\n – List and demonstrate current PowerPoint features supporting organized\, visuall y strong communication.\n – Explain how updated master slide tools impr ove consistency across business presentations.\n• Leveraging Microsoft Tea ms Effectively For Your Organization\n Aug 4 · 1:00–4:00 PM PT · Step hen Yoss · 3 CPE · Computer Software and Applications\n• K2's Excel Ch arting and Visualizations\n Aug 5 · 7:00–11:00 AM PT · Lawrence A. "M ac" McClelland · 4 CPE · Computer Software and Applications\n – Ide ntify the types of visualizations that you should use to communicate speci fic messages \n\n – Determine the steps to creating compelling visualiz ations in Excel and other Microsoft Office applications \n \n\n – Disti nguish options for creating interactive visualizations \n\n• K2's Taking A nother Look At PDFs\n Aug 5 · 11:30–1:30 PM PT · Lawrence A. "Mac" Mc Clelland · 2 CPE · Computer Software and Applications\n – List exam ples of PDF software vendors \n\n – Differentiate between PDF options a vailable from Adobe \n\n – List at least two ways you can use PDFs in c ollaborative environments \n\n• K2's Excel Tips\, Tricks\, and Techniques for Accountants\n Aug 6 · 7:00–3:00 PM PT · Lawrence A. "Mac" McClell and · 8 CPE · Accounting\, Computer Software and Applications\n – C hoose appropriate tools and techniques for formatting data in Excel\, incl uding multiline column headings\, the Accounting Format\, custom date and number formats\, and Conditional Formatting \n\n – Identify options for customizing Excel’s user environment\, including the Ribbon and the Quick Access Toolbar\, adjust Excel’s Options to improve efficiency\, and creat e and use Templates to increase efficiency and productivity \n\n – Use various formula-building tools to create formulas more efficiently and cre ate multiple types of formulas\, including formulas to manipulate text and dates\, formulas containing XLOOKUP functions\, formulas that contain con ditional calculations\, and formulas that contain circular references \n\n \nFull details: https://www.cpetoday.com/event/practical-analytics-tools-f or-financial-pros-26e0514 LOCATION:Online / Virtual URL:https://www.cpetoday.com/event/practical-analytics-tools-for-financial- pros-26e0514 IMAGE;VALUE=URI;DISPLAY=BADGE,GRAPHIC:https://cpetoday-public.s3.us-west-2. amazonaws.com/prod/media/events/CPET-Practical-Analytics-Tools-for-Financi al-Pros-ci.jpg END:VEVENT BEGIN:VEVENT UID:event-981@cpetoday.com DTSTAMP:20260720T223026Z DTSTART:20260810T090000Z DTEND:20260813T235900Z SUMMARY:Excel Power Skills for Smarter Reporting DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=981\nEa rn up to 24 CPE credits.\n\nSESSIONS (7):\n• Developing and Deploying Effe ctive Cloud Cyber Security Best Practices For Your Organization\n Aug 1 0 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Information Technol ogy\n – Identify the location of the security and privacy settings for the major cloud providers such as Microsoft\, Amazon\, Google\, and Zoho. Determine which security and privacy features are relevant to your organiz ation and their optimum settings.\n – Develop a training plan to increa se the knowledge and awareness of the importance of security and privacy t o an organization’s staff and stakeholders.\n – List\, determine\, and implement major security technologies such as multifactor authentication\, data loss prevention\, access control lists\, and more to improve the pro tection of an organization’s cloud data.\n• K2's Top PDF Features You Shou ld Know\n Aug 10 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n – Identify procedures to reorganiz e and manipulate PDF documents – including applying bookmarks – to meet sp ecific needs \n\n – Compare examples of how to create and distribute PD F forms and automate the process of collecting and summarizing form respon se data \n\n – Identify ways to markup and edit PDF documents\, includi ng applying tick marks \n\n• K2's Small Business Accounting Solutions\n Aug 10 · 12:00–2:00 PM PT · Brian Tankersley · 2 CPE · Computer Sof tware and Applications\n – Catalog the leading accounting solutions tai lored 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 fun ctionalities \n \n \n \n\n• Database Basics for Financial Professionals\n Aug 11 · 11:30–3:30 PM PT · Stephen Yoss · 4 CPE · Information Te chnology\n• K2's Excel Best Practices\n Aug 12 · 9:30–5:30 PM PT · La wrence A. "Mac" McClelland · 8 CPE · Computer Software and Application s\n – Distinguish critical spreadsheet design fundamentals \n\n – Us e Excel’s Table feature as a foundational component of spreadsheets \n\n – Differentiate between the three different methods for consolidating da ta \n\n• K2's Data Analytics For Accountants And Auditors\n Aug 13 · 7: 00–11:00 AM PT · Lawrence A. "Mac" McClelland · 4 CPE · Information Technology\n – Compare the four types of data analytics and identify si tuations in which each can be useful in auditing environments \n\n – Id entify opportunities to use features in Excel to analyze data in the conte xt of auditing \n\n – Distinguish between Business Intelligence and Dat a 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://www.cpetoday.com/event/excel-pow er-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:20260720T223026Z DTSTART:20260817T090000Z DTEND:20260820T235900Z SUMMARY:Security Essentials: Protecting Data & Digital Assets DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=982\nEa rn up to 18 CPE credits.\n\nSESSIONS (6):\n• Turbo Charging Productivity w ith Artificial Intelligence and Automation\n Aug 17 · 1:00–5:00 PM PT · Stephen Yoss · 4 CPE · Information Technology\n – Recognize esse ntial components of Artificial Intelligence.\n – Distinguish AI\, Machi ne Learning\, and Robotic Process Automation.\n – Explore practical AI applications in accounting and finance.\n• K2's CPA Firm Update\n Aug 1 9 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Accounting\n – U nderstand supplier and market changes impacting the profession \n\n – C ompare and assess software solutions for various service lines and special ties \n\n – Explore emerging technologies that enhance efficiency and d eliver competitive advantages \n\n• K2's CRM - The Ultimate Business Autom ation Tool\n Aug 19 · 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 – Identif y key CRM features that optimize accounting and financial workflows \n \n\ n – Name at least two best practices for implementing and customizing C RM systems for use in common accounting workflows\n• K2's Technology Updat e\n Aug 19 · 12:00–4:00 PM PT · Brian Tankersley · 4 CPE · Inform ation Technology\n – Identify major hardware trends and software develo pments \n\n – Compare examples of technologies that can improve communi cations and data transfers \n\n – Differentiate between various communi cation tools and platforms \n\n• K2's Mastering Advanced Excel Functions\n Aug 20 · 7:00–11:00 AM PT · Lawrence A. "Mac" McClelland · 4 CPE · Computer Software and Applications\n – List examples of best practic es for constructing formulas in Excel spreadsheets \n\n – Identify situ ations in which each of the following functions might be useful: SUMIFS\, SWITCH\, and STOCKHISTORY \n\n – Distinguish between the XLOOKUP functi on and legacy Excel functions such as VLOOKUP\, HLOOKUP\, INDEX\, and MATC H \n\n• K2's Ripped From The Headlines: Lessons From Interesting Tech Crim es\n Aug 20 · 11:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 2 C PE · Information Technology\n – List at least three major security in cidents 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 for common security term s such as attack surface\, vulnerability\, exploit\, social engineering\, phishing\, malware\, heuristics\, biometrics\, and multi-factor authentica tion (MFA) \n \n\n – List at least three best practices learned by revi ewing the control failures cited in the case studies \n\n\nFull details: h ttps://www.cpetoday.com/event/security-essentials-protecting-data-digital- assets-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:20260720T223026Z DTSTART:20260824T090000Z DTEND:20260824T235900Z SUMMARY:Government Accounting Technology Conference DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=950\nEa rn up to 8 CPE credits.\n\nSESSIONS (4):\n• K2’s Top Tech Issues For Gover nmental Accounting And Financial Professionals\n Aug 24 · 9:30–11:10 AM CT · Randy Johnston · 2 CPE · Information Technology\n• K2's Connec t\, Transform\, and Analyze Data Like a Pro with Power Query\n Aug 24 · 11:20–1:00 PM CT · Lawrence A. "Mac" McClelland · 2 CPE · Specializ ed Knowledge\n• K2’s Ripped From The Headlines: Lessons Learned From The M ost Interesting Tech Crimes\n Aug 24 · 1:30–3:10 PM CT · Brian Tanker sley · 2 CPE · Auditing\n – Analyze real-world financial crime case s to identify root causes and control failures \n \n\n – Evaluate metho ds for detecting and preventing fraud and data breaches in accounting envi ronments \n\n – Assess the emerging risks 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 core functionalities and operation al principles of integration platform as a service tools.\n – Identify prominent iPaaS solutions\, comparing their features for business automati on needs.\n – Explain the conceptual framework of Agentic AI within aut omated business workflows.\n\nFull details: https://www.cpetoday.com/event /government-accounting-technology-conference-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:20260720T223026Z DTSTART:20260824T090000Z DTEND:20260827T235900Z SUMMARY:Ethical Technology Practices & Modern Risk Controls DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=983\nEa rn up to 23 CPE credits.\n\nSESSIONS (8):\n• What's Coming Next: Technolog y Strategies for CPAs\n Aug 24 · 11:30–1:30 PM PT · Stephen Yoss · 3 CPE · Information Technology\n• Hot Tech Tools and Services for Financ ial Professionals\n Aug 25 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n – Identify and categorize high-impact mobi le\, desktop\, and cloud applications for professional financial use.\n – Recognize the capabilities of iPaaS tools like n8n and Zapier for conne cting software ecosystems.\n – Describe the benefits of open-source app lications and home automation in a professional workflow.\n• Microsoft 365 Mastery: When Everything Works Together\n Aug 25 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n• Securing Confidentia lity: Safeguarding Client Data Under IRS Rules\n Aug 25 · 12:00–2:00 PM PT · Stephen Yoss · 2 CPE · Taxes\, Information Technology\n – C lassify the essential components of a Written Information Security Plan (W ISP) that fulfills IRS and FTC Safeguards Rule requirements for protecting sensitive taxpayer data\n – Evaluate organization practices to identif y security gaps and areas for improvement in meeting IRS standards for \na ccess controls\, employee training\, and data protection\n – Apply encr yption\, backup procedures\, and other practical data security measures to reinforce defenses against \nunauthorized access or cyberattacks\n• K2's Taking Another Look At Power BI\n Aug 26 · 7:00–9:00 AM PT · Brian Ta nkersley · 2 CPE · Computer Software and Applications\n – List the basic steps necessary to generate a Power BI report \n\n – Distinguish between Power BI reports and dashboards \n\n – Identify the necessary s teps to link data into Power BI \n \n\n• K2's Automation - Beyond The Basi cs With The Microsoft Power Platform\n Aug 26 · 9:30–11:30 AM PT · Br ian Tankersley · 2 CPE · Computer Software and Applications\n – Des ign workflows in Power Automate for automating approvals and basic workflo ws. \n\n – Understand and describe how diverse data sources\, including Microsoft Dataverse\, can be incorporated into process automation solutio ns \n \n\n – Name one of the demonstrated tools used to address specifi c automation requirements efficiently and accurately\n• K2's Getting Start ed With Artificial Intelligence\n Aug 26 · 12:00–2:00 PM PT · Brian T ankersley · 2 CPE · Information Technology\n – List the steps for q uerying data from tools such as Bard and ChatGPT \n \n\n – Identify the capabilities of Microsoft’s Copilot \n \n\n – Differentiate between th e capabilities of free and paid AI tools \n \n\n• K2's Case Studies In Fra ud And Technology Controls\n Aug 27 · 7:00–2:30 PM PT · Brian Tankers ley · 8 CPE · Auditing\n – Define information technology general co ntrols and information technology application controls and distinguish bet ween the two \n\n – List examples of critical information technology co ntrols \n\n – Recognize control failures and weaknesses that can lead t o fraud \n\n\nFull details: https://www.cpetoday.com/event/ethical-technol ogy-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:20260720T223026Z DTSTART:20260831T090000Z DTEND:20260903T235900Z SUMMARY:Building Strong Privacy & Compliance Foundations DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=984\nEa rn up to 28 CPE credits.\n\nSESSIONS (9):\n• K2's AI - Security And Privac y Issues\n Aug 31 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Information Technology\n• K2's Time To Advance Automation\n Aug 31 · 9: 30–11:30 AM PT · Brian Tankersley · 2 CPE · Information Technology\n – Outline the primary benefits of advanced automation in business proc esses \n\n – Select appropriate automation tools for data extraction an d transformation \n\n – Identify Microsoft 365 plans and other tools th at offer powerful automation capabilities like Power Automate \n \n \n\n• K2's Ethics and Technology\n Aug 31 · 12:00–4:00 PM PT · Brian Tanker sley · 4 CPE · Behavioral Ethics\n – Distinguish between morals and ethics \n\n – Determine the influence of ethical requirements in vario us Codes of Conduct \n\n – Differentiate between “technoethics” and tra ditional ethics\, and identify examples of business ethics issues and how they are affected by technology \n\n• K2's Top Ten Productivity Booster Ap ps in Microsoft 365\n Sep 1 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n – Identify and describe the basic functionalities of at least three of the ten productivity apps d iscussed in this session \n\n – Explain how Shared Mailboxes and Groups enhance team communication and help manage departmental emails more effec tively \n\n – Identify at least two of the three applications that can be used to manage tasks and/or projects available in business and enterpri se versions 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 CP E · Information Technology\n• K2's Data Security And Privacy Issues And Solutions\n Sep 1 · 12:00–2:00 PM PT · Brian Tankersley · 2 CPE · Information Technology\n – Identify at least five examples of common d ata security and privacy issues affecting businesses today \n\n – Creat e estimates of the costs associated with data security and privacy breache s \n \n\n – List examples of internal control best practices you can us e to mitigate your security and privacy risks\n• K2's Excel Best Practices And Features\n Sep 2 · 7:00–9:00 AM PT · Lawrence A. "Mac" McClellan d · 2 CPE · Computer Software and Applications\n – List examples of new functions and features in Excel \n \n\n – Differentiate between Ex cel 2024 and subscription-based versions of Excel \n\n – Identify steps necessary to automate tasks in Excel \n\n• K2's Best Word\, Outlook\, and PowerPoint Features\n Sep 2 · 9:30–1:30 PM PT · Lawrence A. "Mac" Mc Clelland · 4 CPE · Computer Software and Applications\n – Recognize the benefits associated with using Styles in a Word document \n\n – Id entify the key characteristics of effective PowerPoint presentations and t he steps required to create them \n\n – List features in Outlook that c an improve personal and team productivity \n\n• K2's Small Business Intern al Controls\, Security\, and Fraud Prevention and Detection\n Sep 3 · 7 :00–2:30 PM PT · Brian Tankersley · 8 CPE · Auditing\n – Cite int ernal control fundamentals\, including definitions and concepts\, types of internal control activities\, and the need for internal controls\n – I dentify common small business control deficiencies and issues\, including concentration of ownership and inadequate segregation of duties\, and list five key risk areas for small businesses\n – Recognize the common type s of fraud schemes occurring in small businesses and implement internal co ntrol measures to reduce the threat of becoming a victim\n\nFull details: https://www.cpetoday.com/event/building-strong-privacy-compliance-foundati ons-26e0518 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:20260720T223026Z 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 · 1:00–2:30 PM ET · CPE To day · 1.5 CPE · Computer Software and Applications\n• QBO Online for A ccountants Module 3: Intuit Intelligence and AI Agents\n Jul 22 · 1:00– 2:30 PM ET · Atiba Lewis · 1.5 CPE · Computer Software and Applicati ons\n• QBO Online for Accountants Module 4:Bank Feeds\, Reconciliation and Automation\n Jul 29 · 1:00–2:00 PM ET · CPE Today · 1 CPE · Comp uter Software and Applications\n• QBO Online for Accountants Module 4:Bank Feeds\, Reconciliation and Automation\n Jul 29 · 1:00–2:00 PM ET · A tiba Lewis · 1 CPE · Computer Software and Applications\n• QBO Online for Accountants Module 5:Canadian Payroll Compliance\n Aug 5 · 1:00–2:1 5 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 App lications\n• QBO Online for Accountants Module 6:Reporting\, Dashboards an d Analytics\n Aug 12 · 1:00–2:30 PM ET · CPE Today · 1.5 CPE · Co mputer Software and Applications\n• QBO Online for Accountants Module 6:Re porting\, Dashboards and Analytics\n Aug 12 · 1:00–2:30 PM ET · Atiba Lewis · 1.5 CPE · Computer Software and Applications\n• QBO Online fo r Accountants Module 7: Integrations and the QBO App Ecosystem\n Aug 19 · 1:00–2:00 PM ET · CPE Today · 1 CPE · Computer Software and Appli cations\n• QBO Online for Accountants Module 7: Integrations and the QBO A pp Ecosystem\n Aug 19 · 1:00–2:00 PM ET · Atiba Lewis · 1 CPE · C omputer Software and Applications\n• QBO Online for Accountants Module 8: Books-to-Tax: The Canadian Workflow\n Aug 26 · 1:00–2:00 PM ET · CPE Today · 1 CPE · Computer Software and Applications\n• QBO Online for A ccountants Module 8: Books-to-Tax: The Canadian Workflow\n Aug 26 · 1:0 0–2:00 PM ET · Atiba Lewis · 1 CPE · Computer Software and Applicati ons\n• QBO Online for Accountants Module 9: Advisory Conversations for the Evolving Platform\n Sep 2 · 1:00–2:30 PM ET · CPE Today · 1.5 CPE · Accounting\n• QBO Online for Accountants Module 9: Advisory Conversati ons 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/even t/quickbooks-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:20260720T223026Z 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:20260720T223026Z DTSTART:20260908T090000Z DTEND:20260911T235900Z SUMMARY:Professional Security Strategies for Financial Pros DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=985\nEa rn up to 30 CPE credits.\n\nSESSIONS (8):\n• K2's Excel Tips\, Tricks\, an d Techniques for Accountants\n Sep 8 · 7:00–3:00 PM PT · Lawrence A. "Mac" McClelland · 8 CPE · Accounting\, Computer Software and Applicat ions\n – Choose appropriate tools and techniques for formatting data in Excel\, including multiline column headings\, the Accounting Format\, cus tom date and number formats\, and Conditional Formatting \n\n – Identif y options for customizing Excel’s user environment\, including the Ribbon and the Quick Access Toolbar\, adjust Excel’s Options to improve efficienc y\, and create and use Templates to increase efficiency and productivity \ n\n – Use various formula-building tools to create formulas more effici ently and create multiple types of formulas\, including formulas to manipu late text and dates\, formulas containing XLOOKUP functions\, formulas tha t contain conditional calculations\, and formulas that contain circular re ferences \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 G overnment and Privacy For Organizations - GDPR and CCPA\n Sep 10 · 7:00 –9:00 AM PT · Stephen Yoss · 2 CPE · Information Technology\n• Cyber security 2026 Defense for CPAs\n Sep 10 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Information Technology\n – Differentiate between cur rent Business Email Compromise (BEC) and sophisticated social engineering tactics.\n – Analyze the lifecycle of modern ransomware to implement mo re effective firm-wide defenses.\n – Evaluate the confidentiality risks associated with using unsanctioned AI tools in accounting.\n• Demystifyin g Accounting for Blockchain\, Cryptocurrency\, and NFTs\n Sep 10 · 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• K2's Strategic Automation: Agentic AI Platform Applications\n Sep 11 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Information Technology\n – Describe core functionalities and operation al principles of integration platform as a service tools.\n – Identify prominent iPaaS solutions\, comparing their features for business automati on needs.\n – Explain the conceptual framework of Agentic AI within aut omated business workflows.\n• Fraud in Today's Workplace: What Accountants Need to Know\n Sep 11 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Accounting\n• Charting\, Graphing\, and Mapping Data Made Easy!\n Sep 11 · 12:00–2:00 PM PT · Stephen Yoss · 2 CPE · Specialized Knowledg e\n – Identify and apply the most effective chart types to represent fi nancial data clearly.\n – Demonstrate proficiency in utilizing Excel to transform complex datasets into engaging visual stories.\n – Compare a nd contrast the functionalities of Excel with other charting tools to opti mize data presentation.\n\nFull details: https://www.cpetoday.com/event/pr ofessional-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:20260720T223026Z 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\n\nSES SIONS (2):\n• QuickBooks Online: AI\, Automation & the Modern Firm\n Se p 9 · 12:00–4:00 PM ET · Atiba Lewis\n• QuickBooks Online: AI\, Automati on & the Modern Firm\n Sep 10 · 12:00–4:00 PM ET · Atiba Lewis\n\nFul l 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:20260720T223026Z DTSTART:20260914T090000Z DTEND:20260917T235900Z SUMMARY:AI-Powered Productivity & Intelligent Automation Week DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=986\nEa rn up to 30 CPE credits.\n\nSESSIONS (11):\n• Automation For Increasing Pe rsonal Efficiency and Effectiveness\n Sep 14 · 7:00–10:00 AM PT · Ste phen Yoss · 3 CPE · Specialized Knowledge\n – Define automation and demonstrate different use cases.\n – Identify processes in your person al and professional life where automation can be utilized to save you time .\n – Distinguish between the different automation tools. Their various strengths and weaknesses\, identify which products and services that are the best for your personal workflow.\n• K2's Top PDF Features You Should K now\n Sep 14 · 10:30–12:30 PM PT · Stephen Yoss · 2 CPE · Compute r Software and Applications\n – Identify procedures to reorganize and m anipulate 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 collecting and summarizing form response data \n\n – Identify ways to markup and edit PDF documents\, including appl ying tick marks \n\n• Database Basics for Financial Professionals\n Sep 14 · 1:00–5:00 PM PT · Stephen Yoss · 4 CPE · Information Technolog y\n• The DIY Automation Revolution: Building Finance Solutions Without Cod e\n Sep 15 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Information Technology\n• Data and Statistical Analytics Using Microsoft Excel\n S ep 15 · 9:30–12:30 PM PT · Stephen Yoss · 3 CPE · Information Techno logy\n• Building Bulletproof Spreadsheets: When Accuracy Is Everything\n Sep 15 · 1:00–3:00 PM PT · Stephen Yoss · 2 CPE · Specialized Know ledge\n – Identify modern Excel features that strengthen spreadsheet ac curacy and reduce manual risk.\n – Explain how structured references an d tables improve workbook consistency and clarity.\n – Apply dynamic ar rays 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 C PE · Computer Software and Applications\n• Supercharging Your Spreadshee t Collaboration\n Sep 16 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n – Select various Excel fea tures associated 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 Comments feature \n \n\n• K2's Implementing Internal Controls In Q uickBooks Online Environments\n Sep 16 · 12:00–4:00 PM PT · Brian Tan kersley · 4 CPE · Auditing\n – Identify the importance of internal controls in QuickBooks environments \n\n – Distinguish between the four common types of internal controls and provide examples of each \n\n – Analyze the relative strength or weakness of a QuickBooks-based organizati on’s internal control structure \n\n• K2's Saving Time With Electronic For ms\n Sep 17 · 7:00–9:00 AM PT · Tommy Stephens · 2 CPE · Computer Software and Applications\n – Identify the licenses or subscriptions r equired to use forms/data collection tools\, including Microsoft Power App s\, 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 fo r a particular data collection task \n\n• Eight Awesome PivotTable Feature s\n Sep 17 · 9:30–1:30 PM PT · Tommy Stephens · 4 CPE · Computer Software and Applications\n – Name at least two benefits of using Pivot Tables for data consolidation needs \n\n – List the steps necessary to add Key Performance Indicators to PivotTables \n\n – Differentiate betw een Slicer and Timeline filters \n\n\nFull details: https://www.cpetoday.c om/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:20260720T223026Z DTSTART:20260921T090000Z DTEND:20260924T235900Z SUMMARY:Transforming Workflows Through Smart AI Tools DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=987\nEa rn up to 17 CPE credits.\n\nSESSIONS (8):\n• Winning Hearts and Minds: Bui lding Future-Ready Businesses\n Sep 21 · 11:30–1:30 PM PT · Stephen Y oss · 2 CPE · Information Technology\n• Excel Functionality That Every Accountant Should Know\n Sep 22 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n – Describe the features and function s of Excel Tables and data modeling.\n – List and detail Excel function s that are the most useful for financial professionals.\n – Outline the main features and functionalities of Power Query and how it can be used t o improve organizational reporting.\n• Getting Ahead of the Emerging Techn ology Curve: AI\, Data Intelligence\, and Digital Crypto Assets\n Sep 2 2 · 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 · B rian Tankersley · 2 CPE · Computer Software and Applications\n – Id entifying multiple options for generating PDFs \n\n – Differentiating b etween Adobe software options \n \n \n\n – Listing the steps necessary to convert PDF documents to fillable forms \n\n• K2’s Excel’s Best New Fea tures\n Sep 23 · 11:30–1:30 PM PT · Brian Tankersley · 2 CPE · Co mputer Software and Applications\n• K2's Excel Tips - Today's Best Feature s\n Sep 24 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Computer So ftware and Applications\n – List examples of key new features in Excel and how and why business professionals can take advantage of these tools \ n\n – Identify use cases for Excel’s PIVOTBY and GROUPBY functions \n\n – Specify 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 · St ephen Yoss · 2 CPE · Information Technology\n – List at least one p rosumer-grade networking hardware brand for enhancing home office performa nce and security \n\n – Identify how isolating your work\, personal\, a nd guest networks can enhance information security \n\n – Define at lea st three advanced networking functionalities\, including VPNs\, remote fil e 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 – Understand supplier and market changes impacting the profession \n\n – Compare and assess software solutions for various service lines and spe cialties \n\n – Explore emerging technologies that enhance efficiency a nd deliver competitive advantages \n\n\nFull details: https://www.cpetoday .com/event/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:20260720T223026Z DTSTART:20260928T090000Z DTEND:20261001T235900Z SUMMARY:Automation\, Insight & High-Performance Analytics Week DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=988\nEa rn up to 26 CPE credits.\n\nSESSIONS (10):\n• Turbo Charging Productivity with Artificial Intelligence and Automation\n Sep 28 · 7:00–11:00 AM PT · Stephen Yoss · 4 CPE · Information Technology\n – Recognize es sential components of Artificial Intelligence.\n – Distinguish AI\, Mac hine Learning\, and Robotic Process Automation.\n – Explore practical A I applications in accounting and finance.\n• Cloud Computing for Accountan ts\n Sep 28 · 11:30–1:30 PM PT · Stephen Yoss · 2 CPE · Informati on Technology\n• Excel Formula's Accountants & Financial Professionals Nee d to Know\n Sep 29 · 7:00–11:00 AM PT · Stephen Yoss · 4 CPE · Sp ecialized Knowledge\n• Easy Excel Automation with Tables & Power Query\n Sep 29 · 11:30–3:30 PM PT · Stephen Yoss · 4 CPE · Specialized Kno wledge\n – Demonstrate Excel table features that automate daily reporti ng and data analysis tasks\n – Apply Power Query tools to transform raw data into organized business insights\n – Construct automated data mod els using Excel tables for efficient reporting workflows\n• K2's Six Essen tial Teams Features\n Sep 30 · 7:00–9:00 AM PT · Randy Johnston · 2 CPE · Computer Software and Applications\n – List steps for creating effective Teams and Channel structures \n\n – Identify how to setup fi le management columns for more information within Teams \n\n – Specify examples of how to work with Microsoft Planner within Teams \n\n• K2's Tec h Update\n Sep 30 · 9:30–11:30 AM PT · Randy Johnston · 2 CPE · I nformation Technology\n• K2's Top Tech Productivity Tips And Tricks\n S ep 30 · 12:00–2:00 PM PT · Randy Johnston · 2 CPE · Computer Softwar e and Applications\n – Identify steps necessary to construct a Microsof t Teams site \n\n – List examples of essential productivity tips for t ypical Microsoft 365 applications \n\n – Identify examples of when you can use templates and forms to automate data collection \n\n• K2's AI - Se curity And Privacy Issues\n Oct 1 · 7:00–9:00 AM PT · Brian Tankersle y · 2 CPE · Information Technology\n• K2's Ten PDF Tips You Need To Kn ow\n Oct 1 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · Comput er Software and Applications\n – Identifying multiple options for gener ating PDFs \n\n – Differentiating between Adobe software options \n \n \n\n – Listing the steps necessary to convert PDF documents to fillable forms \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 Application s\n – List three benefits of using Office Scripts over legacy VBA macro s \n \n\n – Distinguish the storage locations for Office scripts vs. V BA macros \n\n – Identify four reasons why Office Scripts may not be av ailable for use \n\n\nFull details: https://www.cpetoday.com/event/automat ion-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:20260720T223026Z DTSTART:20261005T090000Z DTEND:20261005T235900Z SUMMARY:Automation & Workflow Productivity Conference DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=951\nEa rn up 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 · S tephen Yoss · 2 CPE · Information Technology\n• K2's Integration and D ata Sharing for Accountants\n Oct 5 · 11:20–1:00 PM CT · Brian Tanker sley · 2 CPE · Accounting\n• K2's Getting Started With Artificial Inte lligence\n Oct 5 · 1:30–3:10 PM CT · Randy Johnston · 2 CPE · Inf ormation Technology\n – List the steps for querying data from tools suc h 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 Taking the Load Off You - Automation in Office 365\n Oct 5 · 3:20–5:00 PM CT · Tommy Stephens · 2 CPE · Compute r Software and Applications\n\nFull details: https://www.cpetoday.com/even t/automation-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:20260720T223026Z DTSTART:20261005T090000Z DTEND:20261008T235900Z SUMMARY:Modern AI Solutions for Busy Accounting Teams DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=989\nEa rn up to 19 CPE credits.\n\nSESSIONS (8):\n• K2's Small Business Accountin g Solutions\n Oct 6 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Co mputer Software and Applications\n – Catalog the leading accounting sol utions tailored for small businesses \n\n – Critically evaluate the str engths and limitations of various accounting tools in the small business c ontext \n\n – Understand the role of add-ons in enhancing accounting so ftware functionalities \n \n \n \n\n• Tech Tips and Tricks for Excellent V ideo Conferences\n Oct 6 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n• Efficient Automation Solutions Using QuickBoo ks Online Advanced\n Oct 6 · 12:00–3:00 PM PT · Stephen Yoss · 3 CP E · Specialized Knowledge\n – Implement QuickBooks Online Advanced wo rkflow automation tools for streamlined business processes\n – Demonstr ate effective use of automated reporting features and scheduling capabilit ies\n – Apply integration platforms to create efficient connections bet ween accounting and business systems\n• K2's Excel Best Practices And Feat ures\n Oct 7 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Computer Software and Applications\n – List examples of new functions and featur es in Excel \n \n\n – Differentiate between Excel 2024 and subscription -based versions of Excel \n\n – Identify steps necessary to automate ta sks in Excel \n\n• K2's Formatting Excel Spreadsheets The Right Way\n O ct 7 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Computer Software a nd Applications\n – Identify the benefits of using Styles for formattin g \n\n – Specify which Custom Format codes are necessary for specific s ituations\n – List advantages of using Excel template files\n• K2's Cli ent Accounting Services For CPA Firms: Strategies For Growth And Success\n Oct 7 · 12:00–2:00 PM PT · Stephen Yoss · 2 CPE · Accounting\n – Define the scope and benefits of Client Accounting Services for CPA fi rms \n\n – Identify essential technology tools and strategies for CAS i mplementation \n\n – Evaluate various pricing models and their applicat ion 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 · Compu ter Software and Applications\n – Identify the types of visualizations that you should use to communicate specific messages \n\n – Determine t he steps to creating compelling visualizations in Excel and other Microsof t Office applications \n \n\n – Distinguish options for creating intera ctive visualizations \n\n• K2's Automation - Beyond The Basics With The Mi crosoft Power Platform\n Oct 8 · 11:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 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 Mi crosoft Dataverse\, can be incorporated into process automation solutions \n \n\n – Name one of the demonstrated tools used to address specific a utomation requirements efficiently and accurately\n\nFull details: https:/ /www.cpetoday.com/event/modern-ai-solutions-for-busy-accounting-teams-26e0 523 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:20260720T223026Z DTSTART:20261012T090000Z DTEND:20261015T235900Z SUMMARY:Firm Optimization: Tools for Smarter Operations DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=990\nEa rn up to 22 CPE credits.\n\nSESSIONS (7):\n• Data Government and Privacy F or Organizations - GDPR and CCPA\n Oct 12 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Information Technology\n• Connect\, Transform\, and An alyze Data Like a Pro with Power Query\n Oct 12 · 9:30–1:30 PM PT · S tephen Yoss · 4 CPE · Specialized Knowledge\n• An Accountant's Detaile d Guide to Databases\, Integration\, and Data Sharing\n Oct 13 · 7:00–9 :00 AM PT · Stephen Yoss · 2 CPE · Information Technology\n – Dis cuss how to use databases and data-related technologies inside an organiza tion.\n – Explain the central principles of databases\, including data structure\, keys/constraints\, and cardinality.\n – Demonstrate how to connect to a database via Excel Power Query functionality and database man agement tools (e.g. SSMS\, DBeaver\, etc.)\n• Practical Advice for Prevent ing Organizational Data Breaches\n Oct 13 · 9:30–11:30 AM PT · Stephe n Yoss · 2 CPE · Information Technology\n• K2's Excel Essentials for S taff Accountants\n Oct 14 · 9:30–5:30 PM PT · Lawrence A. "Mac" McCle lland · 8 CPE · Computer Software and Applications\n – Identify fiv e critical best practices associated with creating workbooks \n\n – Use PivotTables and PivotCharts to quickly summarize and present data without generating formulas \n\n – Select from functions such as VLOOKUP\, XLO OKUP\, SUMIFS\, CHOOSE\, XNPV\, XIRR\, PMT\, IPMT\, ACCRINT\, and TRIM\, w hen creating financially-oriented calculations in your worksheets \n\n• K2 's The Best Kept Secrets Of Microsoft 365\n Oct 15 · 7:00–9:00 AM PT · Tommy Stephens · 2 CPE · Computer Software and Applications\n – S elect 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 confidential information\n• Advanced Topics in Power BI\n Oct 15 · 11:3 0–1:30 PM PT · Tommy Stephens · 2 CPE · Information Technology\n\nFu ll details: https://www.cpetoday.com/event/firm-optimization-tools-for-sma rter-operations-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:20260720T223026Z DTSTART:20261019T090000Z DTEND:20261022T235900Z SUMMARY:Client Excellence: Communication\, Tools & Tech Skills DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=991\nEa rn up to 25 CPE credits.\n\nSESSIONS (8):\n• Your Firm's Personal AI: Cust om Copilots and GPTs That Know Your Business\n Oct 19 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n• Outlook and Teams : Collaboration Champions\n Oct 19 · 9:30–1:30 PM PT · Stephen Yoss · 4 CPE · Computer Software and Applications\n – Demonstrate advance d Microsoft Teams features for enhancing organizational communication and collaboration \n\n – Apply Outlook’s advanced capabilities to streamlin e email management and optimize calendar organization \n\n – Implement effective strategies for integrating Teams with SharePoint for seamless fi le storage and real-time \ncollaboration \n\n• Data and Statistical Analyt ics Using Microsoft Excel\n Oct 20 · 7:00–10:00 AM PT · Stephen Yoss · 3 CPE · Information Technology\n• Excel Accounting Tools: Most Usefu l Formulas and Pivot Tables\n Oct 20 · 10:30–2:30 PM PT · Stephen Yos s · 4 CPE · Specialized Knowledge\n• K2's After QuickBooks\, What's Ne xt\n Oct 21 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Comput er Software and Applications\n – Identify key differences between Quick Books Pro and Premier and their potential replacements \n\n – Evaluate and compare the features\, integrations\, and add-on solutions offered by platforms such as Xero\, Zoho Books\, and FreshBooks \n\n – Identify ke y steps in the transition process from legacy QuickBooks systems to newer\ , Cloud-based accounting tools \n \n\n• K2's Best Word\, Outlook\, and Pow erPoint Features\n Oct 21 · 9:30–1:30 PM PT · Brian Tankersley · 4 CPE · Computer Software and Applications\n – Recognize the benefits a ssociated with using Styles in a Word document \n\n – Identify the key characteristics of effective PowerPoint presentations and the steps requir ed to create them \n\n – List features in Outlook that can improve pers onal and team productivity \n\n• K2's Data Analytics For Accountants And A uditors\n Oct 22 · 7:00–11:00 AM PT · Brian Tankersley · 4 CPE · Information Technology\n – Compare the four types of data analytics and identify 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 Intellig ence and Data Analytics \n \n\n• K2's Understanding Your Ransomware Risk\n Oct 22 · 11:30–1:30 PM PT · Brian Tankersley · 2 CPE · Informati on Technology\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-communica tion-tools-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:20260720T223026Z DTSTART:20261026T090000Z DTEND:20261029T235900Z SUMMARY:Professional Development Intensive: Tools That Elevate Work DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=992\nEa rn up to 24 CPE credits.\n\nSESSIONS (7):\n• Winning Hearts and Minds: Bui lding Future-Ready Businesses\n Oct 26 · 7:00–9:00 AM PT · Stephen Yo ss · 2 CPE · Information Technology\n• Excel Functionality That Every Accountant Should Know\n Oct 26 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Specialized Knowledge\n – Describe the features and function s of Excel Tables and data modeling.\n – List and detail Excel function s that are the most useful for financial professionals.\n – Outline the main features and functionalities of Power Query and how it can be used t o improve organizational reporting.\n• K2's Ripped From The Headlines: Les sons From Interesting Tech Crimes\n Oct 27 · 7:00–9:00 AM PT · Lawren ce A. "Mac" McClelland · 2 CPE · Information Technology\n – List at least three major security incidents reported in the headlines in the las t year\, and explain at least one major internal control design or operati on flaw that allowed the hack to occur \n\n – Select the correct defini tions for common security terms such as attack surface\, vulnerability\, e xploit\, social engineering\, phishing\, 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• K2's Harnessing ChatGPT\n Oct 27 · 9:30–11:30 AM PT · Lawrence A. "Mac" McClelland · 2 CPE · Information Technology\n – I dentify options to leverage ChatGPT for research\, correspondence\, techni cal inquiries\, and Excel formula optimization \n\n – List examples of practical applications of ChatGPT in the realm of accounting \n \n \n\n – Identify powerful plugins for GPT4 for efficient PDF document processin g and web searching \n \n \n\n• K2's Excel PivotTables for Accountants\n Oct 28 · 7:00–11:00 AM PT · Lawrence A. "Mac" McClelland · 4 CPE · Accounting\, Computer Software and Applications\n – Identify the six m ain elements of a PivotTable report and their use when creating PivotTable s \n\n – Select appropriate tools to manipulate data in PivotTables usi ng grouping techniques\, modified Field Settings\, user-defined calculatio ns\, and sorting and filtering options \n\n – Determine the best proces s by which to link and import data from external data sources into PivotTa bles \n\n• K2's Securing Your Data – Practical Tools for Protecting Inform ation\n Oct 28 · 11:30–3:30 PM PT · Lawrence A. "Mac" McClelland · 4 CPE · Information Technology\n – Determine the relevant security ri sks in your organization \n \n\n – Identify specific tools and techniqu es to protect 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 · Br ian Tankersley · 8 CPE · Auditing\n – Cite internal control fundame ntals\, including definitions and concepts\, types of internal control act ivities\, and the need for internal controls\n – Identify common small business control deficiencies and issues\, including concentration of owne rship and inadequate segregation of duties\, and list five key risk areas for small businesses\n – Recognize the common types of fraud schemes oc curring in small businesses and implement internal control measures to red uce the threat of becoming a victim\n\nFull details: https://www.cpetoday. com/event/professional-development-intensive-tools-that-elevate-work-26e05 26 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:20260720T223026Z DTSTART:20261102T090000Z DTEND:20261105T235900Z SUMMARY:Efficiency\, Ethics & Technology-Driven Best Practices DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=993\nEa rn up to 28 CPE credits.\n\nSESSIONS (8):\n• K2's Top PDF Features You Sho uld Know\n Nov 2 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Compu ter Software and Applications\n – Identify procedures to reorganize and manipulate PDF documents – including applying bookmarks – to meet specifi c needs \n\n – Compare examples of how to create and distribute PDF for ms and automate the process of collecting and summarizing form response da ta \n\n – Identify ways to markup and edit PDF documents\, including ap plying tick marks \n\n• Essential Data Backup Strategies\n Nov 2 · 9:30 –11:30 AM PT · Stephen Yoss · 2 CPE · Information Technology\n• Demy stifying Accounting for Blockchain\, Cryptocurrency\, and NFTs\n Nov 2 · 12:00–4:00 PM PT · Stephen Yoss · 4 CPE · Information Technology\, Taxes\n – Identify key characteristics and functions of major cryptocu rrencies currently in use.\n – Explain the influence of blockchain tech nology on today’s business environment and accounting practices.\n – As sess the organizational impact of blockchain and cryptocurrency\, focusing on tax and accounting issues.\n• Automation For Increasing Personal Effic iency and Effectiveness\n Nov 3 · 7:00–10:00 AM PT · Stephen Yoss · 3 CPE · Specialized Knowledge\n – Define automation and demonstrate different use cases.\n – Identify processes in your personal and profes sional life where automation can be utilized to save you time.\n – Dist inguish between the different automation tools. Their various strengths an d weaknesses\, identify which products and services that are the best for your personal workflow.\n• Efficient Automation Solutions Using QuickBooks Online Advanced\n Nov 3 · 10:30–1:30 PM PT · Stephen Yoss · 3 CPE · Specialized Knowledge\n – Implement QuickBooks Online Advanced work flow automation tools for streamlined business processes\n – Demonstrat e effective use of automated reporting features and scheduling capabilitie s\n – Apply integration platforms to create efficient connections betwe en accounting and business systems\n• K2's Case Studies In Fraud And Techn ology Controls\n Nov 4 · 9:30–5:30 PM PT · Brian Tankersley · 8 CPE · Auditing\n – Define information technology general controls and in formation technology application controls and distinguish between the two \n\n – List examples of critical information technology controls \n\n – Recognize 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 · Lawren ce A. "Mac" McClelland · 2 CPE · Computer Software and Applications\n – List steps for creating effective Teams and Channel structures \n\n – Identify how to setup file management columns for more information wit hin Teams \n\n – Specify examples of how to work with Microsoft Planner within Teams \n\n• K2's Implementing Internal Controls In QuickBooks Onli ne Environments\n Nov 5 · 9:30–1:30 PM PT · Lawrence A. "Mac" McClell and · 4 CPE · Auditing\n – Identify the importance of internal cont rols in QuickBooks environments \n\n – Distinguish between the four com mon types of internal controls and provide examples of each \n\n – Anal yze the relative strength or weakness of a QuickBooks-based organization’s internal control structure \n\n\nFull details: https://www.cpetoday.com/e vent/efficiency-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:20260720T223026Z DTSTART:20261106T090000Z DTEND:20261106T235900Z SUMMARY:Fall Artificial Intelligence Conference DESCRIPTION:Are you prepared to differentiate yourself in the ever-changing landscape of finance and accounting? Look no further than K2's highly ant icipated Artificial Intelligence Conference\, the ultimate solution for un locking a future where efficiency and expertise merge. \nPicture a world where your productivity and work quality are sky-high\, thanks to the cutt ing-edge AI tools at your disposal. With ChatGPT by K2\, you'll experience a revolutionary way of streamlining operations and making informed dec\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 Tech nology\n – Apply AI tools to streamline accounting and financial workfl ows \n \n\n – Evaluate real-world use cases for AI in both public pract ice and industry \n\n – Assess the impact of AI adoption on efficiency\ , accuracy\, and profitability \n\n• K2's Getting Started With Artificial Intelligence\n Nov 6 · 11:20–1:00 PM CT · Tommy Stephens · 2 CPE · Information Technology\n – List the steps for querying data from tool s such as Bard and ChatGPT \n \n\n – Identify the capabilities of Micro soft’s Copilot \n \n\n – Differentiate between the capabilities of free and paid AI tools \n \n\n• K2's Strategic Automation: Agentic AI Platform Applications\n Nov 6 · 1:30–3:10 PM CT · Stephen Yoss · 2 CPE · Information Technology\n – Describe core functionalities and operationa l principles of integration platform as a service tools.\n – Identify p rominent iPaaS solutions\, comparing their features for business automatio n needs.\n – Explain the conceptual framework of Agentic AI within auto mated business workflows.\n• AI 201: Data Security\, Privacy\, Security on AI\n Nov 6 · 3:20–5:00 PM CT · Brian Tankersley · 2 CPE · Inform ation Technology\n – Update this attribute value to the course learning objective(s). \n\nFull details: https://www.cpetoday.com/event/fall-artif icial-intelligence-conference-26e0954 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:20260720T223026Z DTSTART:20261111T090000Z DTEND:20261112T235900Z SUMMARY:Year-End Skill Strengthening & Productivity Strategies DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=994\nEa rn 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 Technolog y\n• K2's Taking A Fresh Look At Teams\n Nov 11 · 9:30–11:30 AM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n – L ist examples of core functionality in Teams \n\n – Identify new opportu nities to improve Teams-based communications \n\n – Specify how to inte grate other 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 – Un derstand supplier and market changes impacting the profession \n\n – Co mpare and assess software solutions for various service lines and specialt ies \n\n – Explore emerging technologies that enhance efficiency and de liver competitive advantages \n\n• K2's Office Scripts – The New Macros\n Nov 12 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Computer Softwa re and Applications\n – List three benefits of using Office Scripts ove r legacy VBA macros \n \n\n – Distinguish the storage locations for Of fice scripts vs. VBA macros \n\n – Identify four reasons why Office Scr ipts may not be available for use \n\n• K2's Automation - Beyond The Basic s With The Microsoft Power Platform\n Nov 12 · 9:30–11:30 AM PT · Ste phen Yoss · 2 CPE · Computer Software and Applications\n – Design w orkflows in Power Automate for automating approvals and basic workflows. \ n\n – Understand and describe how diverse data sources\, including Micr osoft Dataverse\, can be incorporated into process automation solutions \n \n\n – Name one of the demonstrated tools used to address specific aut omation requirements efficiently and accurately\n\nFull details: https://w ww.cpetoday.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:20260720T223026Z DTSTART:20261116T090000Z DTEND:20261119T235900Z SUMMARY:Technology Improvement Week: Better Systems\, Better Results DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=995\nEa rn up to 27 CPE credits.\n\nSESSIONS (8):\n• What's Coming Next: Technolog y Strategies 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 Managemen t: Smart Cards\, Real-Time Tracking\n Nov 16 · 9:30–12:30 PM PT · Ste phen Yoss · 3 CPE · Specialized Knowledge\n – Utilize automated dat a capture tools to modernize expense tracking and reduce manual receipt co llection\n – Analyze the features and benefits of leading small busines s accounting and expense management solutions. \n\n – Implement automat ed approval workflows to maintain oversight while increasing the speed of bill payments.\n• Charting\, Graphing\, and Mapping Data Made Easy!\n N ov 16 · 1:00–3:00 PM PT · Stephen Yoss · 2 CPE · Specialized Knowled ge\n – Identify and apply the most effective chart types to represent f inancial data clearly.\n – Demonstrate proficiency in utilizing Excel t o transform complex datasets into engaging visual stories.\n – Compare and contrast the functionalities of Excel with other charting tools to opt imize data presentation.\n• Leveraging Microsoft Teams Effectively For You r Organization\n Nov 17 · 11:30–2:30 PM PT · Stephen Yoss · 3 CPE · Computer Software and Applications\n• K2's Technology for CPAs - Don't Get Left Behind\n Nov 18 · 9:30–5:30 PM PT · Stephen Yoss · 8 CPE · Computer Software and Applications\n – Identify essential hardware a nd software enhancements and updates that are relevant to accountants\, in cluding operating systems\, desktop productivity suites\, accounting softw are\, and document management systems \n\n – Choose and implement criti cal features in Microsoft Office applications\, including accountant-centr ic features in Excel\, Word\, and Outlook \n\n – Select features found in Adobe Acrobat for working with PDFs\, including commenting\, reorganizi ng PDFs\, securing PDFs\, and creating and working with PDF forms \n\n• K2 's Top Tech Productivity Tips And Tricks\n Nov 19 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Computer Software and Applications\n – Iden tify steps necessary to construct a Microsoft Teams site \n\n – List e xamples of essential productivity tips for typical Microsoft 365 applicati ons \n\n – Identify examples of when you can use templates and forms to automate data collection \n\n• K2's What's New With QuickBooks\n Nov 1 9 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Computer Software and Applications\n – List examples of key new features in QuickBooks Deskto p\, Online\, and Enterprise Solutions \n \n\n – Identify changes in the licensing agreements across the QuickBooks platform \n\n – Cite exampl es of similarities and differences in features and functions across the Qu ickBooks platform\n• K2's Excel Charting and Visualizations\n Nov 19 · 12:00–4:00 PM PT · Stephen Yoss · 4 CPE · Computer Software and Appl ications\n – Identify the types of visualizations that you should use t o communicate specific messages \n\n – Determine the steps to creating compelling 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:20260720T223026Z DTSTART:20261123T090000Z DTEND:20261125T235900Z SUMMARY:Final Excellence Week: Security\, Automation & Insight DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=996\nEa rn up to 22 CPE credits.\n\nSESSIONS (6):\n• K2’s Improving Productivity W ith Microsoft 365/Office 365 Cloud Applications\n Nov 23 · 7:00–11:00 AM PT · Lawrence A. "Mac" McClelland · 4 CPE · Computer Software and Applications\n – Identify relevant\, Cloud-based components of the Mic rosoft 365/Office 365 subscription model \n\n – Differentiate between O neDrive\, OneDrive for Business\, and SharePoint Online \n\n – Cite exa mples of how Teams can improve productivity and enhance collaboration and communication \n\n• K2's Formatting Excel Spreadsheets The Right Way\n Nov 23 · 11:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 2 CPE · C omputer Software and Applications\n – Identify the benefits of using St yles for formatting \n\n – Specify which Custom Format codes are necess ary for specific situations\n – List advantages of using Excel template files\n• K2’s Excel’s Best New Features\n Nov 24 · 7:00–9:00 AM PT · Lawrence A. "Mac" McClelland · 2 CPE · Computer Software and Applicat ions\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 A pplications\n – List examples of best practices for constructing formul as in Excel spreadsheets \n\n – Identify situations in which each of th e following functions might be useful: SUMIFS\, SWITCH\, and STOCKHISTORY \n\n – Distinguish between the XLOOKUP function and legacy Excel functi ons such as VLOOKUP\, HLOOKUP\, INDEX\, and MATCH \n\n• K2's Ten PDF Tips You Need To Know\n Nov 25 · 7:00–9:00 AM PT · Lawrence A. "Mac" McCle lland · 2 CPE · Computer Software and Applications\n – Identifying multiple options for generating PDFs \n\n – Differentiating between Ado be software 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 · Comput er Software and Applications\n – Distinguish critical spreadsheet desig n fundamentals \n\n – Use Excel’s Table feature as a foundational compo nent of spreadsheets \n\n – Differentiate between the three different m ethods for consolidating data \n\n\nFull details: https://www.cpetoday.com /event/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:20260720T223026Z DTSTART:20261130T090000Z DTEND:20261201T235900Z SUMMARY:Winter Multi-State Technology Conference DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=943\nEa rn up to 16 CPE credits.\n\nSESSIONS (19):\n• K2’s Tech Update\n Nov 30 · 8:00–9:40 AM CT · Randy Johnston · 2 CPE · Computer Software and Applications\n – Identify emerging technology trends in AI and SaaS tha t impact the accounting profession \n \n\n – Evaluate technology soluti ons strategically \n\n – Distinguish innovation from vendor hype \n\n• K2’s Choosing Your CPA Firm Tech Stack\n Nov 30 · 9:55–11:35 AM CT · Randy Johnston · 2 CPE · Computer Software and Applications\n – Ana lyze the advantages and limitations of suite versus best-in-breed solution s for CPA firms \n\n – Evaluate the ROI of new technologies\, including AI-enabled tools\, within the firm's workflow \n\n – Compare integrati on options and determine effective strategies for connecting multiple appl ications \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 – Recognize\, quantify\, and rank your time obligation categories in your work and personal life\n – Discover and list the various inefficiencie s of your day-to-day work and list methods for improving them  \n – Lis t and distinguish at least five different technology tools that can be use d to automate 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 Technology\n – Identify appropriate technology solutions for diverse ac counting practice configurations and workflows \n\n – Apply practical assessment techniques for hardware\, software\, cloud\, and on-premise op tions \n\n – Implement immediate change management approaches for tec hnology adoption initiatives \n\n• K2’s Microsoft Power Tools\n Nov 3 0 · 12:30–2:10 PM CT · Tommy Stephens · 2 CPE · Computer Software an d Applications\n – Identify opportunities to improve internal controls and efficiency using Power Automate \n \n\n – Compare reporting options available in Power BI \n\n – Differentiate between conventional PivotT ables and those created using Power Pivot \n\n• K2’s AI Accounting And Fra ud Detection\n Nov 30 · 12:30–2:10 PM CT · Stephen Yoss · 2 CPE · Information Technology\n – Analyze emerging AI-integrated accounting p latforms and their potential ROI \n \n\n – Evaluate low-code and no-cod e tools for creating automated accounting workflows \n\n – Assess perfo rmance metrics that measure the effectiveness of accounting software inves tments \n\n• K2’s NextGen Document Management\, Workflows\, And Portals\n Nov 30 · 12:30–2:10 PM CT · Randy Johnston · 2 CPE · Computer Sof tware and Applications\n – Identify features and capabilities of next-g eneration document management and portal systems \n \n\n – Analyze how integrated workflows can improve firm efficiency and client satisfaction \ n\n – Evaluate technology options to modernize a firm’s paperless envir onment securely and effectively\n• K2’s Stop Wasting Time In Excel\n No v 30 · 2:25–4:05 PM CT · Tommy Stephens · 2 CPE · Computer Software and Applications\n – Identify options for creating more effective Pivot Tables \n \n\n – Differentiate between various options for cleaning dat a in Excel \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 streamline accounting and financial workflows \n \n\n – Evaluate rea l-world use cases for AI in both public practice and industry \n\n – As sess the impact of AI adoption on efficiency\, accuracy\, and profitabilit y \n\n• K2’s Tech Tuneup Tips\n Dec 1 · 9:55–11:35 AM CT · Randy John ston · 2 CPE · Information Technology\n – Identify technology ineff iciencies. Recognize common configuration and usage issues that reduce pro ductivity and increase risk \n\n – Apply workstation tuneups. Implement practical improvements to desktops\, laptops\, and mobile devices \n\n – Optimize software usage. Use built-in and low-cost tools more effective ly across accounting workflows \n\n• K2’s Microsoft Copilot\, Including Ag entic AI\n Dec 1 · 9:55–11:35 AM CT · Tommy Stephens · 2 CPE · Co mputer Software and Applications\n – Identify key features of Microsoft Copilot within Excel\, Outlook\, and Teams that enhance productivity for accounting and financial professionals \n\n – Determine how to use Micr osoft Copilot to automate routine accounting tasks such as data analysis\, financial reporting\, and reconciliation \n\n – Analyze the benefits a nd limitations of integrating Microsoft Copilot into existing accounting w orkflows\, 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 – Identify essential technology tools and strategies for CAS implementati on \n \n\n – Evaluate various pricing models and their application to C AS offerings \n\n – Outline critical considerations for maintaining dat a security and regulatory compliance in CAS \n\n• K2’s Ten Questions To As k Your IT Team\n Dec 1 · 12:30–1:20 PM CT · Randy Johnston · 1 CPE · Computer Software and Applications\n – Apply ten strategic question ing frameworks to evaluate organizational technology infrastructure \n \ n\n – Assess cybersecurity measures and backup protocols through struct ured IT team dialogues \n\n – Evaluate cloud infrastructure governanc e and data protection measures for compliance \n\n• K2’s Innovative Stra tegy And IT Governance\n Dec 1 · 12:30–1:20 PM CT · Stephen Yoss · 1 CPE · Business Management and Organization\n – Determine the most e ffective methods for evaluating technology solutions based on organization al goals and requirements \n \n\n – Analyze key elements of successful change management strategies for technology adoption \n\n – Evaluate ap proaches to training\, communication\, and engagement that enhance learnin g and user effectiveness\n• K2’s Technology’s Seven (Not Quite) Deadly Sin s\n Dec 1 · 12:30–1:20 PM CT · Tommy Stephens · 1 CPE · Computer Software and Applications\n – Name specific examples of security featur es in the Windows operating system \n \n\n – Identify the benefits asso ciated with Zero Trust Security Models \n\n – List examples of collabor ation tools you should pay attention to \n\n• K2’s Automation For Increasi ng Personal Efficiency And Effectiveness\n Dec 1 · 1:30–2:20 PM CT · Stephen Yoss · 1 CPE · Information Technology\n – Identify processe s in your personal and professional life where automation can be utilized to save time \n\n – Distinguish between different automation tools\, their various strengths and weaknesses\, and identify which products and s ervices best suit your personal workflow \n\n – Leverage the power of the Elgato Streamdeck for simple use of application hot keys and launchin g automation 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 · Computer Software and Applications\n – Compare dynamic arrays to tr aditional formulas \n \n\n – Use dynamic arrays to automate traditional calculations \n\n – Identify examples of how you can use dynamic array s to access 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 So ftware and Applications\n – Differentiate between OneDrive\, OneDrive f or Business\, and SharePoint Online \n \n \n\n – Identify how SharePoin t facilitates collaboration \n\n – Distinguish between options for mana ging risk associated with OneDrive \n\n• K2’s Ripped From The Headlines: L essons Learned From The Most Interesting Tech Crimes\n Dec 1 · 2:35–4:1 5 PM CT · Stephen Yoss · 2 CPE · Auditing\n – Analyze real-world financial crime cases to identify root causes and control failures \n \n\n – Evaluate methods for detecting and preventing fraud and data breache s in accounting environments \n\n – Assess the emerging risks posed by AI-enabled fraud and misuse of automation \n\n\nFull details: https://www. cpetoday.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:20260720T223026Z DTSTART:20261202T090000Z DTEND:20261203T235900Z SUMMARY:Performance Enhancement: Tools for the New Year DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=997\nEa rn up to 12 CPE credits.\n\nSESSIONS (4):\n• Harnessing ChatGPT – Unlockin g Professional Efficiency\n Dec 2 · 12:00–4:00 PM PT · Stephen Yoss · 4 CPE · Information Technology\n• K2's Taking Another Look At Power B I\n Dec 3 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n – List the basic steps necessary to genera te a Power BI report \n\n – Distinguish between Power BI reports and da shboards \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 signif icance in business automation \n\n – Identify key CRM features that opt imize accounting and financial workflows \n \n\n – Name at least two be st practices for implementing and customizing CRM systems for use in commo n accounting 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\nFull details: https://www.cpetoday.com/event/performance-enhancement-to ols-for-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:20260720T223026Z DTSTART:20261207T090000Z DTEND:20261210T235900Z SUMMARY:Year-End Technology Optimization & Cleanup Week DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=998\nEa rn up to 28 CPE credits.\n\nSESSIONS (10):\n• Are You Really Ready? Effect ive Disaster Recovery & Business Continuity Planning\n Dec 7 · 7:00–9:0 0 AM PT · Stephen Yoss · 2 CPE · Information Technology\n – Ident ify the major types of disasters\, how they occur\, and the impact on the organization.\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 dis aster on an organization.\n• Tech Tips and Tricks for Excellent Video Conf erences\n Dec 7 · 9:30–11:30 AM PT · Stephen Yoss · 2 CPE · Speci alized Knowledge\n• Building Bulletproof Spreadsheets: When Accuracy Is Ev erything\n Dec 7 · 12:00–2:00 PM PT · Stephen Yoss · 2 CPE · Spec ialized Knowledge\n – Identify modern Excel features that strengthen sp readsheet accuracy and reduce manual risk.\n – Explain how structured r eferences and tables improve workbook consistency and clarity.\n – Appl y dynamic arrays and data types to streamline calculations with fewer erro rs.\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 – Update this attribute value to the course learning objective(s). \n• 20 26's Biggest Security and Privacy Concerns\n Dec 8 · 9:30–1:30 PM PT · Stephen 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 least five examples of common data security and privacy issues affectin g businesses today \n\n – Create estimates of the costs associated with data security and privacy breaches \n \n\n – List examples of internal control best practices you can use to mitigate your security and privacy risks\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 · Informat ion Technology\n• Supercharging Your Spreadsheet Collaboration\n Dec 9 · 12:00–2:00 PM PT · Lawrence A. "Mac" McClelland · 2 CPE · Computer Software and Applications\n – Select various Excel features associated with collaboration \n\n – List the steps necessary to use Excel’s Inqu ire tool to identify differences between two spreadsheets \n\n – Differ entiate between the capabilities of Excel’s Notes feature and its Comments feature \n \n\n• K2's Ripped From The Headlines: Lessons From Interesting Tech Crimes\n Dec 10 · 7:00–9:00 AM PT · Lawrence A. "Mac" McClellan d · 2 CPE · Information Technology\n – List at least three major se curity 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 for common secu rity terms such as attack surface\, vulnerability\, exploit\, social engin eering\, phishing\, malware\, heuristics\, biometrics\, and multi-factor a uthentication (MFA) \n \n\n – List at least three best practices learne d by reviewing the control failures cited in the case studies \n\n• K2's Q uickBooks Online For Accountants\n Dec 10 · 9:30–5:30 PM PT · Atiba L ewis · 8 CPE · Accounting\, Computer Software and Applications\n – Differentiate between some of the characteristics of QuickBooks Desktop an d QuickBooks Online \n\n – Identify the ideal QBO subscription model th at would work best for a given company and best practices for converting t o QBO \n\n – Select the best path for performing routine accounting ta sks in QBO \n\n\nFull details: https://www.cpetoday.com/event/year-end-tec hnology-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:20260720T223026Z 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:20260720T223026Z DTSTART:20261214T090000Z DTEND:20261217T235900Z SUMMARY:Closing the Books with Better Tech Tools DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=999\nEa rn up to 26 CPE credits.\n\nSESSIONS (8):\n• QuickBooks Online Reporting: Beyond The Basics\n Dec 14 · 7:00–10:00 AM PT · Stephen Yoss · 3 CP E · Specialized Knowledge\n – Demonstrate advanced customization tech niques for QuickBooks Online standard and custom reports\n – Create dyn amic management reports that automatically update with fresh data\n – I mplement Spreadsheet Sync to seamlessly integrate QuickBooks data with Exc el\n• Database Basics for Financial Professionals\n Dec 14 · 10:30–2:30 PM PT · Stephen Yoss · 4 CPE · Information Technology\n• An Account ant's Detailed Guide to Databases\, Integration\, and Data Sharing\n De c 15 · 7:00–9:00 AM PT · Stephen Yoss · 2 CPE · Information Technolo gy\n – Discuss how to use databases and data-related technologies insid e an organization.\n – Explain the central principles of databases\, in cluding data structure\, keys/constraints\, and cardinality.\n – Demons trate how to connect to a database via Excel Power Query functionality and database management tools (e.g. SSMS\, DBeaver\, etc.)\n• Hands On With Q uickBooks 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 · Lawrence A. "Mac" McClelland · 2 CPE · Computer Software and Applicati ons\n – Select at least three optional services included with Office 36 5 \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 whi ch protects confidential information\n• K2's Harnessing ChatGPT\n Dec 1 6 · 9:30–11:30 AM PT · Lawrence A. "Mac" McClelland · 2 CPE · Inform ation Technology\n – Identify options to leverage ChatGPT for research\ , correspondence\, technical inquiries\, and Excel formula optimization \n \n – List examples of practical applications of ChatGPT in the realm of accounting \n \n \n\n – Identify powerful plugins for GPT4 for efficie nt PDF document processing and web searching \n \n \n\n• K2's Time To Adva nce Automation\n Dec 16 · 12:00–2:00 PM PT · Lawrence A. "Mac" McClel land · 2 CPE · Information Technology\n – Outline the primary benef its of advanced automation in business processes \n\n – Select appropri ate automation tools for data extraction and transformation \n\n – Iden tify Microsoft 365 plans and other tools that offer powerful automation ca pabilities like Power Automate \n \n \n\n• K2's Next Generation Excel Repo rting\n Dec 17 · 9:30–5:30 PM PT · Lawrence A. "Mac" McClelland · 8 CPE · Accounting\n\nFull details: https://www.cpetoday.com/event/closin g-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:20260720T223026Z DTSTART:20261221T090000Z DTEND:20261224T235900Z SUMMARY:Holiday Season Tech Tune-Up for CPAs DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=1000\nE arn up 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 PT · Lawrence A. "Mac" McClelland · 4 CPE · Computer Software an d Applications\n – Identify relevant\, Cloud-based components of the Mi crosoft 365/Office 365 subscription model \n\n – Differentiate between OneDrive\, OneDrive for Business\, and SharePoint Online \n\n – Cite ex amples of how Teams can improve productivity and enhance collaboration and communication \n\n• Advanced Topics in Power BI\n Dec 21 · 11:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 2 CPE · Information Technolog y\n• K2's Collaboration Tools And Best Practices\n Dec 22 · 7:00–9:00 A M PT · Tommy Stephens · 2 CPE · Information Technology\n – List a t least three drivers for today’s collaboration needs \n\n – Differenti ate between key technology providers in the field of collaboration \n \n\n – Specify examples of policies and procedures that can enhance collabo rative efforts \n\n• K2's Small Business Accounting Solutions\n Dec 22 · 9:30–11:30 AM PT · Tommy Stephens · 2 CPE · Computer Software and Applications\n – Catalog the leading accounting solutions tailored for small businesses \n\n – Critically evaluate the strengths and limitatio ns of various accounting tools in the small business context \n\n – Und erstand the role of add-ons in enhancing accounting software functionaliti es \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 – Distinguish between various options to mitigate risk \n\n – Identif y practical actions for reducing ransomware risk \n\n – List examples o f high-profile ransomware attacks and how they occurred\n\nFull details: h ttps://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:20260720T223026Z DTSTART:20261223T090000Z DTEND:20261223T235900Z SUMMARY:Tax & Technology: Gearing Up for Your Best Busy Season DESCRIPTION:Join us for a one‑day\, hands‑on summit designed for small and mid‑sized tax and accounting firms ready to modernize their operations bef ore the next busy season. Whether you’re evaluating new software or lookin g to optimize what you already use\, this one‑day event delivers practical insights\, live demos\, and actionable strategies you can implement immed iately.\n\nRegister: https://www.cpetoday.com/app/cart/addevent?id=952\nEa rn 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 – U nderstand supplier and market changes impacting the profession \n\n – C ompare and assess software solutions for various service lines and special ties \n\n – Explore emerging technologies that enhance efficiency and d eliver competitive advantages \n\n• K2’s AI-Powered Tax Workflow: Portals\ , Prep Tools\, and Automation\n Dec 23 · 11:20–1:00 PM CT · Brian Tan kersley · 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 S oftware and 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: Safeguard ing Client Data Under IRS Rules\n Dec 23 · 3:20–5:00 PM CT · Stephen Yoss · 2 CPE · Taxes\, Information Technology\n – Classify the esse ntial components of a Written Information Security Plan (WISP) that fulfil ls IRS and FTC Safeguards Rule requirements for protecting sensitive taxpa yer 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 defen ses against \nunauthorized access or cyberattacks\n\nFull details: https:/ /www.cpetoday.com/event/tax-technology-gearing-up-for-your-best-busy-seaso n-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:20260720T223026Z DTSTART:20261228T090000Z DTEND:20261230T235900Z SUMMARY:New Year Readiness: Automation & Analytics Launchpad DESCRIPTION:Register: https://www.cpetoday.com/app/cart/addevent?id=1001\nE arn up to 18 CPE credits.\n\nSESSIONS (5):\n• K2's Excel PivotTables for A ccountants\n Dec 28 · 9:30–1:30 PM PT · Lawrence A. "Mac" McClelland · 4 CPE · Accounting\, Computer Software and Applications\n – Ident ify the six main elements of a PivotTable report and their use when creati ng PivotTables \n\n – Select appropriate tools to manipulate data in Pi votTables using grouping techniques\, modified Field Settings\, user-defin ed calculations\, and sorting and filtering options \n\n – Determine th e best process by which to link and import data from external data sources into PivotTables \n\n• K2's Ten Must Know Features In Excel\n Dec 29 · 7:00–9:00 AM PT · Brian Tankersley · 2 CPE · Computer Software and Applications\n• K2's Next Level Home Networking\n Dec 29 · 9:30–11:30 A M PT · Brian Tankersley · 2 CPE · Information Technology\n – List at least one prosumer-grade networking hardware brand for enhancing home office performance and security \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 VP Ns\, remote file access\, media servers\, VLANs\, and SFP+ \n\n• K2's Taki ng Another Look At PDFs\n Dec 29 · 12:00–2:00 PM PT · Brian Tankersle y · 2 CPE · Computer Software and Applications\n – List examples of PDF software vendors \n\n – Differentiate between PDF options availabl e from Adobe \n\n – List at least two ways you can use PDFs in collabor ative environments \n\n• K2's Business Intelligence\, Featuring Microsoft' s Power 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 potential shortcomings of BI solutions based wholly on Excel \n\n – Id entify and implement various Excel add-ins that might useful in BI applica tions\n\nFull details: https://www.cpetoday.com/event/new-year-readiness-a utomation-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