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Friday, December 8, 2017 Live

2017 Productivity Tools Review (E1712063)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

NJCPA Education Center

425 Eagle Rock Avenue,
Roseland , NJ 07068

8 CPE Credits in CS

OVERVIEW

Back by popular demand and better than ever, this interactive “how to” course will help you get the most out of the tools you use every day and introduce some new tools that will help you become even more productive. This fast-paced seminar will provide valuable tips to become more efficient when using today's technology tools.

DESIGNED FOR

Anyone who uses Excel for advanced data analysis.

BENEFITS

  • Learn specific tips, tricks and techniques on how to use these tools so that you can save a minimum of two to four hours of your time each week
  • Learn how to do things with these popular tools so that you get more value from your investment

HIGHLIGHTS

Outlook
  • Tips and tricks for organizing your email with folders, favorites, follow-up flags, category codes and customized view settings
  • Using Rules and Quick Steps to automate the processing of your email with maximum efficiency
  • Best practices for archiving your email for future reference
  • Optimizing the use of the Outlook search tools to find buried emails quickly
Adobe Acrobat
  • Understanding the full range of features Adobe Acrobat has to offer
  • Learn how to take full advantage of the annotation and markup tools to automate your document review processes
  • Controlling your PDF files with Adobe’s security features
OneNote
  • Review of the breadth and depth of features OneNote offers to organize all of your notes in a central application
  • Ability to find and retrieve notes
  • Best practices for setting up your notes organization model
Password Managers
  • Explanation of what this “must have” utility application is all about
  • In-depth demonstration of how you can manage all of your passwords and other login credentials in one safe, secure and easy to access location
  • Overview of top-selling password keeper applications
Electronic Signatures
  • Learn about using electronic signatures
  • Learn the rules and legal aspects of electronic signatures
Tablet Shootout
  • Overview of the tablet market
  • Explanation of what each tablet offers
Excel Business Intelligence Overview
  • Introduction to the Excel 2013 Power BI (Business Intelligence) tools
Office 2016 and Windows 10
  • Review of the key new features of Microsoft's newest Office Suite and Operating System

COURSE LEVEL

Intermediate

PREREQUISITES

Basic experience with Outlook and Adobe Acrobat.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This IS NOT a hands-on course, but to get the most out of the presentation we recommend that you bring your laptop to follow along. The instructor example files will be available prior to class. The course materials will be distributed in electronic format for viewing on your laptop or tablet device.

INSTRUCTOR

Bryan Smith

Bryan L. Smith, CPA.CITP, CISA

CPA Crossings, LLC

Bryan is the co-founder of CPA Crossings, LLC, (est. 2001), which specializes in helping accounting, tax and financial professionals leverage technology to increase the quality and efficiency of their services.

He has extensive knowledge and experience in proper Excel design techniques as well as helping CPAs build spreadsheets that are accurate. As a Certified Information Systems Auditor (CISA), Bryan has spent a considerable amount of time auditing and validating thousands of Excel spreadsheets. He has developed various data analysis and Microsoft Power BI courses and provides coaching services to various organizations to train and coach staff on proper data analysis techniques.

Bryan, who has a Master of Science in Information Assurance, is a member of the Information System Audit and Control Association and is a past chair of task forces for the Michigan Association of CPAs.

PRICING

$299.00 - Member

$399.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings