CPE Today

CPE Today

Earn CPE Credits for Listening to Podcasts.

Episodes

January 20, 2021 60 min

For businesses with up to $15 million in annual revenue, the number of accounting applications available today can be staggering! Cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth while traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can fu...

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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 su...

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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.

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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...

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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 i...

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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 wi...

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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 a...

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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? H...

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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...

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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 f...

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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 w...

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Google is one of the largest, most widely used and important technology companies on the planet. Most users just scratch the surface of the functionality of Google's tools and services. This podcast is going to look at the most useful features, apps, and services of Google which could be better utilized by the busy working professional. 

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcas...

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In episode two, we take a deep dive on Microsoft 365. Looking at the unique applications, features and functions of this incredible application. We're not going to focus on the desktop applications, but rather the Cloud applications. We will discuss Microsoft Teams, Exchange, SharePoint, and more. We will discuss the best aspects of this platform and why you might want to consider utilizing it in your organization.

Business pr...

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PivotTables are widely considered the most powerful feature in Excel, yet most accounting and financial professionals do not use them in their daily activities. If you are ready to learn how to take advantage of PivotTables or how to extend your existing knowledge of PivotTables, then make plans to participate in this course. 

In this program, you will learn how to build PivotTables, how to group data inside PivotTables, and how t...

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Identity theft is the fastest growing crime in America with approximately 10 million occurrences every year. On average, it will cost the victim several hundred dollars and dozens of hours to resolve. It can cause irrevocable damage to an organization's public opinion and reputation. This course will examine the major causes, factors, and outcomes of identity theft and organizational security breaches.

Participants will be pre...

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Google is one of the largest, most widely used, and important technology companies on the planet. Most users just scratch the surface of the functionality of Google's tools and services. This podcast is going to look at the most useful features, apps, and services of Google which could be better utilized by the busy working professional. 

Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podca...

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Mark as Played

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? H...

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Unlike mainstream technologies in use in businesses every day, there are upcoming technologies which have the potential to drastically change how we work, live, and play in the years ahead. New and upcoming technologies such as blockchain, cryptocurrency, big data, artificial intelligence, and machine learning all offer great potential, just as the advent of the personal computer did some four decades ago. This session will cover a...

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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 w...

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Technology is changing at an incredible pace and new apps, services, and tools constantly emerge. These tools can have an incredible impact on our business and personal lives. This course identifies the latest and best tools, apps, and services out there and why you should consider utilizing them. It’s a great hits list of the best tools which can help improve your efficiency and effectiveness. It will discuss desktop applications,...

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