CPE Today

In this session, you will learn how password management tools can help you implement, update, and manage your passwords. You will also learn about the features of leading password management tools and why these tools are necessary to improve security. Finally, if you hope to implement a passwordless approach, we will spend time on the current options. If you are seeking to enhance security, this session is an absolute must!

CPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best Advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.

With recent Excel updates provided through Microsoft 365/Office 365 subscriptions, Microsoft continues to pack new features into the popular spreadsheet tool. Enhancements to data analysis tools, new functions, and improved collaboration opportunities are available in more recent Excel versions. For those who know about these new features and apply them, exciting opportunities for improved productivity await. Take advantage of this opportunity to learn how you can put Excel’s best new features to work right away!

Managing Information Technology (IT) is difficult when team members, contractors, and others all sound alike. If you manage IT, wouldn't it be nice to know the questions that you should be asking? What do all of those crazy technology terms mean, anyway?  Join us in this session to learn the questions to ask your technology providers and how to identify the warning flags for suspicious responses. All aspects of IT are included, and the session materials can serve as a checklist for your discussions with your providers.  Attend this session and learn many of the things you need to know as you choose a guide for your journey through the world of technology.

This course will examine the major causes, factors, and outcomes of identity theft and organizational security breaches. Participants will be presented with current examples from a wide range of industries and attack types. This course will show participants how to identify when theft occurs, what information is most at risk, where the stolen information is used, and best practices on how to prevent it from occurring. This course is recommended for anybody concerned about their online safety and responsible for safeguarding their organizational data.

Legacy solutions are holding back businesses. Many mid-market companies are being transformed by upgrading their accounting solutions. In this new world of Software as a Service, workflow-enabled, data-centric, and connected solutions, you can solve existing and future business problems in new ways. This session covers integrated and ERP solutions that should work for businesses in the $10 Million to $1 Billion range. If your system has been in place for seven or more years, it is time to consider an upgrade or replacement system. Leverage the instructor’s knowledge of the market to minimize your risk.

With the introduction of  Adobe  Acrobat  DC,  Adobe changed the game on how we work with  PDF  documents.  More than just  “another new software version,”  Acrobat  DC  offers many new outstanding productivity features of which you will want to take advantage of. Included is the ability to collect and send documents for e-signatures, fill and sign forms on mobile devices, and collaborate with other users through the Cloud. Features such as these, coupled with significant changes in licensing, mean that Acrobat DC is a substantially different product than its predecessors.  Join us in this session to learn how to take advantage of all that Acrobat DC has to offer.

A complete accounting software solution almost always includes additional add-on products. This session provides guidance on some of the best add-ons in the market. If you have needs that your current solution does not meet, you may not need to change them. You may just need the right add-on!

The main topics of this course include the best useful products for business, communication and collaboration tools, major business productivity platforms, tools for automation, plugins for your Internet browser, today's best mobile apps, and more. Attend this session and you will receive a bundle of new technology ideas to consider implementing.

Join us in this session to learn the questions to ask your technology providers and how to identify the warning flags for suspicious responses. All aspects of IT are included, and the session materials can serve as a checklist for your discussions with your providers.  Attend this session and learn many of the things you need to know as you choose a guide for your journey through the world of technology.