Technology

This course provides an easy-to-understand guide for creating a Written Information Security Plan (WISP) as required by PUB 5708 and 4557. Participants will learn how to effectively address regulatory requirements, protect sensitive client information, and mitigate risks associated with data breaches. This course simplifies complex regulations into actionable steps for compliance. 

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This intensive 2-hour course is designed specifically for those aiming to master data management skills in the modern business environment. As data becomes increasingly central to accounting and financial analysis, the ability to effectively manage, clean, and transform this data is critical. This course delves into Microsoft Power Query, a potent tool within Excel and Power BI Desktop, known for its robust data processing capabilities. This course is designed to take participants from the basics of Power Query to exploring its more sophisticated features. It is an ideal blend of theoretical knowledge and practical application, centered around diverse data scenarios encountered in multiple industries. The aim is to ensure that the skills and techniques learned are universally applicable and beneficial in any professional context. Structured to be participant-focused, the course encourages active learning through a series of practical exercises, live demonstrations, and illustrative case studies. This approach not only deepens the understanding of Power Query’s features but also demonstrates how to turn complex data sets into actionable insights. While the course is broad in its application, it remains detailed in its instruction, catering to both the novice and the seasoned professional. It is particularly beneficial for those who regularly interact with data, such as business analysts, project managers, and financial professionals, providing them with the tools to streamline data processes and enhance data analysis capabilities. Additionally, the course underscores best practices in data management. Participants will learn strategic approaches to data challenges, ensuring that their data processes are efficient, scalable, and sustainable. This is not just a course about mastering a tool; it’s about empowering professionals with the skills to transform data into a strategic business resource. By the end of the course, participants will be equipped to leverage Power Query in Excel or Power BI desktop to its full potential, turning data into a powerful driver for business success and innovation. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.  Discussion Leader: Bryan Smith

Excel can do so many things but what are some of the features that can really help accountants take their Excel skills to the next level? This course is designed to do just that. To learn ALL the capabilities of Excel would take hundreds of hours of training, so this two-hour course is designed to give you a jump start on the most important features that you can immediately begin implementing in your spreadsheets. This event may be a rebroadcast of a live event, and the instructor will be available to answer your questions during the event. Discussion Leader: Bryan Smith

Dive into the world of AI with our comprehensive presentation designed for CPAs. Learn how to craft effective prompts to maximize AI interactions, tailor strategies to different AI models, and enhance communication and decision-making in financial analysis. Discover how to leverage AI for improved accuracy, relevance, and creativity in financial tasks, ensuring your firm stays ahead in the fast-evolving technological landscape. Discussion Leader: Christopher D. Jenkins

Most Staff Accountants learned Excel in college and many others learned Excel on their own, however most users never learned the important productivity tips that help them build spreadsheets more efficiently. This course will teach new and experienced users how to leverage the many productivity tools built within Excel in order to build spreadsheets with maximum effectiveness. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Discussion Leader: Bryan Smith

In this innovative course, participants will learn to combine the power of artificial intelligence with the functionality of Microsoft Excel. You will learn how to leverage ChatGPT, OpenAI’s powerful language model, to improve your Excel skills and decrease the time it takes to build spreadsheets. The course will include a quick introduction to ChatGPT but the majority of the time will be spent using ChatGPT to create an Excel spreadsheet. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. Discussion Leader: Bryan Smith

Demystify the complex world of generative AI in this informative session designed specifically for CPAs. We’ll break down the nuts and bolts of how generative AI works, making the technical aspects accessible and relevant. Equip yourself with the foundational knowledge to leverage AI in your practice or business. Discussion Leader: John Higgins

Microsoft Excel offers a wide range of solutions for your common data input requirements, and now tech guru and SCACPA CEO Chris Jenkins gives you the keys in this very applicable course.
Become familiar with these powerful features:
Auto Fill (a command smart enough to figure out almost any series of data you want to continue)
Quick Analysis (adds graphical elements to better describe your data)
Flash Fill (allows you to take two adjoining cells and combine them in a third)
Text to Columns (used to split data into multiple columns)
This is a must-attend for anyone looking to excel in Excel!

Discussion Leader: Chris Jenkins

This session will review the newest tech for mobile employees. Participants will gain knowledge about both hardware and software solutions for mobile employees. Discussion Leader: Chris Jenkins