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Course TitleCourse Details

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Connect, Transform, and Analyze Data Like a Pro with Power Query

Course #428 | Power Query Basic

Specialized Knowledge | 3 Credits

  • Power Query Training, Excel Data Analysis, Power BI Data . . . Transformation, Financial Data Preparation, Automating Data Workflows, Data Cleansing Techniques, Advanced Excel Reporting, Power Query for Financial Professionals
  • Streamlining Data Connections across Multiple Sources
  • Advanced Data Cleansing Techniques for Financial Analysis
  • Custom Column Creation and Data Transformation Strategies
  • Optimizing Data Analysis with Power Query in Excel and Power BI
CPE Information

Specialized Knowledge – 3 Credits

Level

Basic

Recommended Duration

150 Minutes

Details

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An Accountant’s Detailed Guide to Databases, Integration, and Data Sharing

Course #429 | Integration Intermediate

Information Technology | 2 Credits

  • Excel, Databases, iPaaS, Zapier, Power Automate, Power Query
  • Overview of Databases, Integration and Data Sharing
  • Tables & Data Models
  • Getting Started with Databases & SQL
  • Using Power Query to Access and Learn from our Data
CPE Information

Information Technology – 2 Credits

Level

Intermediate

Recommended Duration

150 Minutes

Details

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Charting, Graphing, and Mapping Data Made Easy!

Course #430 | Charting and Graphing

Specialized Knowledge | 3 Credits

  • Excel data visualization, financial charting course, Excel . . . storytelling techniques, advanced Excel graphs, Microsoft Office data presentation, data narrative development, business intelligence charting, financial data analysis tools
  • Crafting Visuals: Selecting the Right Chart Type
  • Excel Charting: From Basic to Advanced Techniques
  • Integrating Charts: Microsoft Office Suite Mastery
  • Data Storytelling: Converting Numbers into Narratives
CPE Information

Specialized Knowledge – 3 Credits

Level

Basic

Recommended Duration

150 Minutes

Details

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Creating Powerful and Effective Presentations with PowerPoint

Course #431 | PowerPoint Presentations

Specialized Knowledge | 3 Credits

  • PowerPoint, Business Productivty, Presentations
  • Major functions and features of Microsoft PowerPoint
  • How to structure an effective business presentation
  • Tips and tricks of Microsoft PowerPoint
CPE Information

Specialized Knowledge – 3 Credits

Level

Basic

Recommended Duration

150 Minutes

Details

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Data and Statistical Analytics Using Microsoft Excel

Course #432 | Statistics Basics

Computer Software & Applications | 2 Credits

  • Excel Data Analysis, Financial Forecasting with Excel, Excel . . . Statistical Functions, Business Analytics Training, Excel for Finance Professionals, Regression Analysis Excel, Excel Forecasting Techniques, Monte Carlo Simulation Excel
  • Harnessing Excel for Advanced Financial Analysis
  • Strategic Forecasting with Excel’s Predictive Tools
  • Optimizing Business Budgets Using Excel Regression
  • Enhancing Decision Quality with Excel Data Insights
CPE Information

Computer Software & Applications – 2 Credits

Level

Basic

Recommended Duration

150 Minutes

Details

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Database Basics for Financial Professionals

Course #433 | Database Basics

Information Technology | 3 Credits

  • Databases, Reporting,SQL, Power Query
  • Introduction and Overview of Databases
  • Review of Major Database Components
  • Overview of Structured Query Language (SQL)
  • Creating and Working with Tables Databases
  • Using Power Query to Access Your Data in Excel
CPE Information

Information Technology – 3 Credits

Level

Basic

Recommended Duration

200 Minutes

Details

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DIY Penetration Testing for Your Home and Organization

Course #434 | DIY Penetration Testing

Computer Software & Applications | 2 Credits

  • Security, Privacy, Compliance
    • CPE Information

    Computer Software & Applications – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Streamlined Success: Project Management for Financial Pros

    Course #435 | Time and Project Management

    Business Management & Organization | 2 Credits

    • project management for finance, Kanban for financial professionals, . . . financial project tools, Trello finance projects, Asana financial workflows, productivity strategies in finance, financial team management, time-tracking finance solutions
    • Agile vs. Traditional: Tailoring Project Management to Finance
    • Digital Efficiency: Integrating Tools like Trello and Asana
    • Time Management: Strategies for Financial Project Optimization
    • Team Dynamics: Effective Staff Management in Finance
    CPE Information

    Business Management & Organization – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Excel Formula’s Accountants & Financial Professionals Need to Know

    Course #436 | Excel Formulas

    Specialized Knowledge | 3 Credits

    • Excel, Balance sheet calculations, interest calculations, statistical . . . analysis, Excel Formulas
    • Core Financial Calculation Formulas
    • Advanced Lookup & Reference Techniques
    • Dynamic Arrays for Data Analysis
    • Formula Efficiency Boosters & Best Practices
    CPE Information

    Specialized Knowledge – 3 Credits

    Level

    Basic

    Recommended Duration

    150 Minutes

    Details

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    Excel Functionality That Every Accountant Should Know

    Course #437 | Excel Necessary Functionality

    Specialized Knowledge | 4 Credits

  • Excel, Tips & Tricks
    • CPE Information

    Specialized Knowledge – 4 Credits

    Level

    Basic

    Recommended Duration

    200 Minutes

    Details

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    Fraud in Today’s Workplace: What Accountants Need to Know

    Course #438 | Fraud in Today’s World

    Accounting | 3 Credits

    • Fraud, ACFE, Association of Certified Fraud Examiners, Report to the . . . Nations
    • Occupational Fraud Categories Explained
    • Organizational Fraud Risks Analyzed
    • Detecting Fraudulent Employee Behavior
    • Implementing Anti-Fraud Controls Effectively
    CPE Information

    Accounting – 3 Credits

    Level

    Basic

    Recommended Duration

    120 Minutes

    Details

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    Google Workspace vs. Microsoft 365 – What’s Right For Your Organization?

    Course #440 | Google vs. Microsoft

    Specialized Knowledge | 2 Credits

    • Google Workspace vs Microsoft 365 comparison, productivity suite . . . decision-making, organizational data security strategies, cloud storage solutions for businesses, real-time document collaboration, enterprise email system assessment, spreadsheet and presentation tool optimization, financial professional productivity courses, secure business communication training, enterprise software security compliance.
    • Evaluating Productivity Suites: Performance and Price Analysis
    • Secure Collaboration: Comparing Real-Time Editing and File Sharing
    • Business Email Optimized: Assessing Outlook vs. Gmail for Finance
    • Streamlining Workflow: Selecting Superior Word Processing and . . . Spreadsheet Tools
    CPE Information

    Specialized Knowledge – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Practical Advice for Preventing Organizational Data Breaches

    Course #441 | Preventing Data Breaches

    Information Technology | 2 Credits

    • data breach prevention, financial cybersecurity training, network . . . security strategies, encryption techniques, privileged access management, password policy enforcement, cybersecurity awareness programs, advanced threat monitoring
    • Anatomy of Data Breaches: Costs and Consequences
    • Strategic Data Inventory and Sensitive Information Protection
    • Implementing Advanced Network Security and Access Controls
    • Cybersecurity Training: Building a Culture of Awareness and Defense
    CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Ten Tech Productivity Life Hacks to Save Time

    Course #444 | Ten Productivity Tips

    Information Technology | 2 Credits

    • Productivty, Web Tools, Saving Time, Workflow, Automation, Integration
    • Boosting Daily Productivity with Automation Tools
    • Smart Scheduling: Revolutionizing Your Calendar
    • Seamless Data Integration for Efficient Work”
    • Email and Calendar Mastery: Tips for Financial Pros
    • Push-Button Solutions: Leveraging Streamdeck
    CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    What’s Coming Next: Technology Strategies for CPAs

    Course #446 | Tech Update

    Information Technology | 3 Credits

    • CPA Technology Strategies, AI in Finance, Cloud Computing for CPAs, . . . IoT Business Integration, CPA Hardware Solutions, Financial Tech Innovation, CPA Productivity Software, Technology Trends in Accounting
    • Harness AI for Financial Insight and Precision
    • Cloud Computing: Collaborate and Access Anywhere
    • IoT Integration: Smart Tech for Smart Businesses
    • Strategic Hardware: Tools for Tomorrow’s CPA
    CPE Information

    Information Technology – 3 Credits

    Level

    Basic

    Recommended Duration

    150 Minutes

    Details

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    Hot Tech Tools and Services for Financial Professionals

    Course #447 | Hot Tech Tools

    Specialized Knowledge | 2 Credits

    • financial productivity tools, generative AI for finance, secure data . . . sharing iPass, financial scheduling software, payment automation tools, remote collaboration technology, cloud services for finance, AI personalization in finance
    • Streamlining Workflow with AI and Machine Learning
    • Scheduling Mastery with Advanced Calendar Tools
    • Secure Data Sharing with iPass Technology
    • Payment Systems: Efficiency in Financial Transactions
    CPE Information

    Specialized Knowledge – 2 Credits

    Level

    Basic

    Recommended Duration

    120 Minutes

    Details

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    Are You Really Ready? Effective Disaster Recovery & Business Continuity Planning

    Course #449 | Disaster Recovery Planning

    Information Technology | 2 Credits

    • Disaster Planning, Business Continuity, Cloud Technology, Security, . . . Privacy
    • Importance of Data Loss
    • Benefits of Cloud Technology
    • Disaster Planning Resources
    • Overall Security Recommendations
    CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Automation For Increasing Personal Efficiency and Effectiveness

    Course #450 | Personal Automation

    Information Technology | 2 Credits

    • Automation, iPaaS, Productivity, Time Savings, Tips and Tricks
    • What are integration and automation?
    • Exploring Integration Platform as a Service (iPaaS) tools and services
    • Automation within tools you’re already using today
    • Intelligent virtual assistants (IVAs) for automation around the house
    CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    120 Minutes

    Details

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    Turbo Charging Productivity With Artificial Intelligence

    Course #451 | AI for Financial Professionals

    Information Technology | 4 Credits

    • AI in Finance Training, Financial Automation Tools, AI Integration . . . with Excel, Power BI AI Applications, AI Case Studies Finance, Financial Data AI Security, AI Tools for Accountants, AI Business Strategy Finance.
    • Navigating AI Foundations: Types and Applications in Finance
    • Integrating AI: Practical Demonstrations with Excel and Power BI
    • AI in Action: Case Studies from Leading Financial Firms
    • Ensuring Security: Best Practices for AI in Financial Data Protection
    CPE Information

    Information Technology – 4 Credits

    Level

    Basic

    Recommended Duration

    200 Minutes

    Details

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    Building a Cutting Edge Virtual Office

    Course #452 | Virtual Office

    Information Technology | 4 Credits

  • Cloud Technology, Accounting Software, Virtual Office, SaaS Tools, . . . Paperless Office, Remote Access, HR
    • CPE Information

    Information Technology – 4 Credits

    Level

    Basic

    Recommended Duration

    200 Minutes

    Details

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    Critical Tips for Avoiding Identity Theft & Data Breaches

    Course #455 | Avoiding Identity Theft

    Information Technology | 2 Credits

    • data breach prevention, identity theft recovery, financial . . . cybersecurity, protecting client information, cyber attack mitigation, secure data management, cyber threat strategies, identity protection training
    • Strategies for Fortifying Digital Security
    • Recovery Tactics Post-Data Breach
    • Proactive Measures Against Cyber Threats
    • Enhancing Client Data Protection Practices
    CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Data Government and Privacy For Organizations – GDPR and CCPA

    Course #456 | Data Governance

    Information Technology | 2 Credits

  • Security, Privacy, Compliance
    • CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Demystifying Accounting for Blockchain, Cryptocurrency, and NFTs

    Course #457 | Crypto, Blockchain and Taxes

    Information Technology | 2 Credits

    • Cryptocurrency, Blockchain, NFT, Tax & Accounting
    • Understanding Blockchain and Cryptocurrency
    • Major Features, Benefits and Risks of Blockchain and Cryptocurrency
    • Tax Strategies for Cryptocurrency Transactions and Compliance
    • Implementing Blockchain in Business Accounting Systems
    • Navigating Estate Planning with Digital Assets
    CPE Information

    Information Technology – 2 Credits
    Taxes – 2 Credits

    Level

    Basic

    Recommended Duration

    200 Minutes

    Details

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    Developing and Deploying Effective Cloud Cyber Security Best Practices For Your Organization

    Course #458 | Cyber Security Best Practices

    Information Technology | 2 Credits

    • Security, Privacy, Compliance
    • Implementing Security Policies in Your Organization
    • Overall Security Recommendations
    • Data & Privacy Regulations
    CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Google for Financial Gurus: A Tactical Workshop

    Course #460 | Everything Google

    Computer Software & Applications | 4 Credits

    • Google for Finance Professionals, Google Workspace Training, Financial . . . Google Search Strategies, Google Drive for Business, Google Ads for Financial Growth, Google Cloud Solutions for Finance, Google Productivity Tools, Google Maps Market Analysis
    • Strategic Google Search Techniques
    • Google Workspace: Streamlining Team Collaboration
    • Google Drive: Enhancing Document Management and Security
    • Google Ads: Driving Financial Service Visibility and Growth
    CPE Information

    Computer Software & Applications – 4 Credits

    Level

    Basic

    Recommended Duration

    200 Minutes

    Details

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    Getting Ahead of the Emerging Technology Curve — Blockchain, AI & Big Data!

    Course #462 | Emerging Technology

    Information Technology | 2 Credits

  • Emerging Technology, Blockchain, Cryptocurrency, Artificial . . . Intelligence, Big Data, Reporting, Analytics
    • CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    150 Minutes

    Details

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    Hands On With QuickBooks Online Accountant (QBOA) for Public Accounting

    Course #463 | QBOA Overview

    Specialized Knowledge | 3 Credits

    • Accounting, QuickBooks
    • What is QBO, and how is it used in an organization?
    • Different methods of implementing QBO with your firm or your clients
    • Exploring accountant-centric features such as the toolbox, reporting, . . . firm project management, and more
    • Utilizing QBO within your firm team.
    • Best practices with QBO functionality, security features, internal . . . controls, and more
    CPE Information

    Specialized Knowledge – 3 Credits

    Level

    Basic

    Recommended Duration

    150 Minutes

    Details

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    Integration and Sharing Data for Financial Professionals

    Course #465 | Integration Basic

    Information Technology | 3 Credits

    • Databases, iPaaS Tools, Reporting, Excel, Zapier, Powe Automate, APIs, . . . Cloud Technology
    • Mapping Data Across Systems
    • Enabling Data Connectivity Solutions
    • Identifying Data Integration Opportunities
    • Cost-Benefit Analysis for Integration
    • Implementing Data Integration Workflows
    CPE Information

    Information Technology – 3 Credits

    Level

    Basic

    Recommended Duration

    150 Minutes

    Details

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    Leveraging Big Data for Public Accounting

    Course #466 | Big Data

    Information Technology | 2 Credits

    • Big Data, Analytics, Excel, Power BI
    • Outline how to use the data you already have to make informed . . . decisions
    • Compare the various tools out there to help you get started with big . . . data analytics and help you interpret their results
    • Discover your organization’s needle in a haystack or golden ticket . . . opportunities for growth from data reports
    • Compare data analysis tools and assess which tools will be effective . . . for your organization’s operations
    • Public data sets and resources which can be used in conjunction with . . . organizational data to provide better insight and context to operations
    CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Leveraging Microsoft Teams Effectively For Your Organization

    Course #467 | Getting Started With Teams

    Computer Software & Applications | 2 Credits

    • Office Productivity, Online meeting and collaboration tools, Microsoft . . . Teams
    • Overview of Microsoft Teams. The purpose and intent of the . . . application. Why you should consider it for your organization
    • The best features of Teams and how they are used every day. . . . Additionally, some hidden gems of Teams that you should know about
    • Some fantastic 3rd party and external tools which easily integrate . . . into Teams
    • Methods for automating business practices in Teams using Approvals and . . . Power Automate
    • A brief discussion of administration, security, and privacy in Teams
    CPE Information

    Computer Software & Applications – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Mastering Adobe Acrobat for Financial Professionals

    Course #469 | Getting Started with Acrobat

    Computer Software & Applications | 2 Credits

    • Adobe Acrobat, Productivity
    • Deep detail the major features and functionalities of this application
    • Demonstrate the various ways to create and edit documents
    • Utilize the review and annotation functionalities such as stamps and . . . comments
    • How to create forms and collect e-signatures
    • Alternatives to Adobe Acrobat
    CPE Information

    Computer Software & Applications – 2 Credits

    Level

    Basic

    Recommended Duration

    120 Minutes

    Details

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    Cybersecurity 2024: Proactive Defense for CPAs

    Course #474 | Security and Privacy Concerns

    Information Technology | 4 Credits

    • CPA cybersecurity training, ransomware prevention for CPAs, phishing . . . defense strategies, financial data breach response, regulatory compliance in finance, IoT security risks, remote work cybersecurity best practices.
    • Major security and privacy issues for 2024 and beyond.
    • Counteracting Ransomware and Phishing in Finance
    • Crafting Cybersecurity Policies for Regulatory Compliance
    CPE Information

    Information Technology – 4 Credits

    Level

    Basic

    Recommended Duration

    400 Minutes

    Details

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    Harnessing ChatGPT – Unlocking Professional Efficiency

    Course #522 | Chat GPT Intro

    Information Technology | 2 Credits

    • Leveraging prompt engineering in ChatGPT for various accounting tasks
    • Exploring the applications and limitations of ChatGPT in accounting
    • Empowering efficiency for everyday accounting tasks
    CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    120 Minutes

    Details

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    Phishing & Frauds: Online Defense Tactics

    Course #524 | Fraud Type Overview

    Information Technology | 2 Credits

    • Defend against phishing and spearphishing tactics.
    • Counteract vishing and smishing deceptions.
    • Recognize and respond to tech support frauds.
    • Protect yourself from online shopping scams.
    CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    120 Minutes

    Details

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    Unleashing The Power Of Microsoft AI – A Comprehensive Guide

    Course #525 | Microsoft AI

    Information Technology | 2 Credits

    • Microsoft AI Tools: Exploring the breadth and depth.
    • Microsoft 365 Copilot: Unleashing its potential.
    • Enhancing Presentations: PowerPoint presenter coach and AI.
    • Streamlining Workflows: Power Automate and Excel AI.
    CPE Information

    Information Technology – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Excel Empowerment for Organizational Success – Custom Training

    Course #693 | Excel On-Site

    Specialized Knowledge | 2 Credits

    • Excel training for professionals, Advanced Excel courses, Excel data . . . analysis, Excel reporting skills, Excel for financial analysis, Pivot Tables and Power Query, Excel collaboration techniques, Excel workflow optimization
    • Streamlining Data Processes with Excel
    • Advanced Data Visualization Techniques
    • Excel Strategies for Enhanced Collaboration
    • Optimizing Organizational Workflows in Excel
    CPE Information

    Specialized Knowledge – 2 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details

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    Securing Confidentiality: Safeguarding Client Data Under IRS Rules

    Course #710 | IRS Tax Security

    Information Technology | 1 Credits

    • irs taxpayer data security, protecting confidential tax records, tax . . . preparer security compliance, safeguarding taxpayer information, security protocols for client data, encryption for tax professionals, tax practice cybersecurity, information security for cpAs, written information security plan, irs publication 5293, irs publication 4557, irs publication 5708, ftc safeguards rule compliance,nistir 7621 small business security
    • Constructing a Compliant Security Plan
    • Fortifying Defenses Against Cyber Threats
    • Executing Robust Data Protection Measures
    • Cultivating a Security-First Culture
    CPE Information

    Information Technology – 1 Credits
    Taxes – 1 Credits

    Level

    Basic

    Recommended Duration

    100 Minutes

    Details