To efficiently manage, analyze, and reporting Excel, you need more than traditional ranges of data – you need tables and data models! Two of Excel’s best features about which most users know very little, tables and data models allow you to process large volumes of data into dynamic reports and analytical elements with unsurpassed ease, accuracy, and speed.

Far more than just a formatting tool, tables should revolutionize how you work with data in Excel, including serving as dynamically resizing ranges of data, providing a simplified means of writing formulas, and facilitating quick and easy sorting of large volumes of data. Couple tables with data models – a means of joining, or relating, two or more tables together – and you have the recipe for unparalleled efficiency when managing, analyzing, and reporting with Excel, even if your source data lies in other data sources! You do not want to miss this chance to learn how to harness the power of these tools by participating in this program!

In this episode we take a detailed look at sorting and filtering data effectively using tables. We'll examine just about every way possible to slice and dice your data! 

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/exc2. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.

Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

With approximately 500 functions already present, Excel seemingly has a function for every need. But sometimes the function YOU need just simply isn’t available. For example, Excel does not have functions to calculate income tax expense or, in many cases, depreciation expense. To solve these shortcomings, you can create User Defined Functions (UDFs). UDFs provide you with the opportunity to create functions for use in any of your formulas and automate your most complex calculations. Join us to learn how to put the power of UDFs to work to simplify and automate even your most complex calculations.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/udf1. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.

Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

We continue our detailed look into Quickbooks Online (QBO) in the second episode of this series. We will take a deep look into setting up a Quickbooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This class is going to specifically focus on the configuration options for this application. QBO is a big application and it is important to ensure you've properly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO. Participants will leave this class supercharged with the knowledge of how to set up their QBO accounts correctly for long-term success. 

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/qb3t. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.

Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

Disaster can come in many forms, from a flood to a data breach, to the death of a critical member of your team. When a disaster happens, it is never at a convenient time. It doesn't matter if it is holidays, right before your vacation, or at the end of a grueling busy season. It just happens and you're left to pick up the pieces. The first 24 hours of a disaster are the most critical. How are you going to get back online? How are you going to organize a safe work environment for your staff? How are you going to communicate what has occurred and what you are doing to resolve it to your stakeholders? An organization that is without its data or communications for a prolonged period has a significant risk of going out of business. Every minute of downtime is lost productivity, a missed deadline, or a forfeited opportunity. It isn't a matter of if a disaster occurs, but when it does occur how you will respond. 

This course will discuss a wide range of disasters from acts of God to man-made calamities, including data breaches and employee maleficence.  It offers insight into the major risks, their causes, methods for mitigation of risks, and recommendations for resolution. It will have a detailed discussion on how using technology effectively can help minimize and hedge business risk and ensure continuity of operations. It will examine best practices for data security, the use of hot/cold sites, how to ensure that data is properly backed up, utilizing the Cloud for enhanced redundancy, and more. It is a good course for any organization that is concerned about the continuity of operations and surviving a disaster.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/drb1. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.

Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

Business productivity software is a cornerstone of an organization's software investment. This course looks at three major cloud business productivity platforms, Microsoft 365, Zoho Office Suite, and Google Workspace. We examine these platforms and their popular applications, services, mobile apps, and backend functionalities. This review will help a user decide when to use each platform, the most effective use cases, as well as the strengths and weaknesses therein. As a participant, you will leave with a strong understand of the product offerings and be able to determine which platform is right for your organization.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/gmz1. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.

Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

The number of apps, services, platforms, etc. that we are uses is increasing every year. The amount of data we are collecting and processing is expanding at an exponential rate. There is a need to standardize, streamline, and optimize our ability to manage the ever-growing list of systems and their data. Conquering your data can help improve efficiency, effectiveness, reduce cost, and errors inside an organization. 

This course will discuss the various ways of sharing data easily between different applications, platforms, and services. It will look at various tools (e.g. IFTTT, Flow, Zapier), desktop application functionalities (e.g. Power Query), and programming techniques (e.g. VBA, M, etc.) more to manage this process. This course is perfect for the do-it-yourself person that is looking to find ways to personally conquer and manage their data more effectively. The attendee with gain familiarity with these different tools, their strengths, and weakness and how they could be used in their organizations. 

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/ids3. Take a quick 5 question quiz and get your certificate today. Super Easy! 

Panelists: Randy Johnston, Brian Tankersley, Ward Blatch

Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.

Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/prc8. Take a quick 5 question quiz and get your certificate today. Super Easy! 

CES is an annual trade show organized by the Consumer Technology Association. Normally held in January in Las Vegas, but held online this year for the first time ever. CES typically hosts presentations of new products and technologies in the consumer electronics industry. It's one of the most important and influential technology conventions in the world. It often features the lastest and greatest technology trends which will impact organizations of all sizes. This presentation will be a round-table discussion with K2 instructors, Randy Johnston, Ward Blatch, and Brian Tankersley. They are long time attendees of CES and attended this year's event from the safety and comfort of their homes. They will discuss their experience with this year's event and the major emerging technologies which made their debut. Tune in to learn the latest and greatest which emerged from this year's CES! 

Panelists: Randy Johnston, Brian Tankersley, Ward Blatch

Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.

Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.

The world has changed dramatically in the last year since the introduction of the Coronavirus. The COVID-19 healthcare crisis has had caused a major change in when, where, and how most Americans are doing their work. More Americans than ever are working from home rather than from their corporate offices due to social distancing and other preventative safety measures. Unfortunately, until there is widespread adoption of a vaccine we are forced to accept this reality as the new normal. 

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast Check out https://cpe.cx/ctw2. Take a quick 5 question quiz and get your certificate today. Super Easy!!

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast Check out https://cpe.cx/ecx1. Take a quick 5 question quiz and get your certificate today. Super Easy!!

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)

In today’s business climate, Business Intelligence (BI) is perhaps the hottest topic in most professional circles. Increasingly, organizations of all sizes are seeking to take advantage of the data that is available to them to identify previously undiscovered insights and gain competitive advantages thought to be out-of-reach just a few short years ago. A growing array of tools – ranging from Excel add-ins to dedicated solutions such as Power BI – now allow you to leverage your existing knowledge and skills to create powerful, interactive dashboards and analyses unthinkable until recently. 

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast Check out https://cpe.cx/qb2t. Take a quick 5 question quiz and get your certificate today. Super Easy!!

Presented by Stephen M. Yoss, CPA, MS (https://yoss.io)