Technology Planning Knowledge Hub

Review our collection of articles, events and resources on planning, implementation and use of technology and software.

 

 

NJCPA and Third-Party Events

October 30, 2026Live Webcast
K2’s Better Reporting With QuickBooks Online
November 2, 2026Live Webcast
K2’s AI – Better Prompts, Better Results
November 2, 2026Live Webcast
K2's Ten Questions To Ask Your IT Team
November 3, 2026Live Webcast
Corporate Finance Technology Selection: Practical Frameworks
November 4, 2026Live Webcast
Resistance to Resilience: Strive for Tech Change Acceptance
November 6, 2026Live Webcast
Artificial Intelligence Conference
November 6, 2026Live Webcast
K2’s Excel’s Best New Features
November 6, 2026Live Webcast
K2’s Formatting Excel Spreadsheets The Right Way
November 7, 2026Live Webcast
K2’s Advanced Excel
November 7, 2026Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
November 7, 2026Live Webcast
K2's Tech Update
November 9, 2026Live Webcast
K2’s Microsoft Power Tools
November 9, 2026Live Webcast
Corporate Finance Technology Selection: Practical Frameworks
November 9, 2026Live Webcast
K2’s Microsoft Copilot, Including Agentic AI
November 9, 2026Live Webcast
K2’s Top Ten Productivity Booster Apps In Microsoft 365
November 9, 2026Live Webcast
Overcoming Tech Adoption Challenges in CPA Firms
November 10, 2026Live Webcast
Jersey Shore Chapter
Jersey Shore AI & Emerging Technology Forum
November 10, 2026Live Webcast
K2’s Ten PDF Tips You Need To Know
November 10, 2026Live Webcast
K2’s Advanced Topics In Power BI
November 11, 2026Live Webcast
Technology Trends for CPAs and CFOs: 2026 Update
November 11, 2026Live Webcast
K2’s Excel Charting And Visualizations
November 11, 2026Live Webcast
K2’s Top PDF Features You Should Know
November 11, 2026Live Webcast
K2’s Excel Tips – Today’s Best Features
November 11, 2026Live Webcast
K2’s Implementing Internal Controls In QuickBooks Online Environments
November 11, 2026Live Webcast
K2’s Mastering Advanced Excel Functions
November 11, 2026Live Webcast
K2’s Securing Your Data: Practical Tools For Protecting Information
November 12, 2026Live Webcast
K2’s Taking Another Look At PDFs
November 12, 2026Live Webcast
Microsoft Copilot for CPA Firms: From Experimentation to Enterprise Adoption
November 12, 2026Live Webcast
K2’s Excel Essentials For Staff Accountants
November 12, 2026Live Webcast
K2’s Excel PivotTables For Accountants
November 12, 2026Live Webcast
K2’s Expense Reporting Automation
November 12, 2026Live Webcast
K2’s Taking Another Look At Power BI
November 13, 2026Live Webcast
K2’s Excel Tips, Tricks, And Techniques For Accountants
November 13, 2026Live Webcast
Excel Tips & Tricks for the Non-Accountant
November 13, 2026Live Webcast
K2’s Next Generation Excel Reporting
November 13, 2026Live Webcast
K2’s QuickBooks Online For Accountants
November 13, 2026Live Webcast
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
November 16, 2026Live Webcast
K2’s Eight Awesome PivotTable Features
November 17, 2026Live Webcast
K2’s Better Reporting With QuickBooks Online
November 17, 2026Live Webcast
Tactical Business Systems – Getting the Most from Information Systems and ERP
November 17, 2026Live Webcast
K2’s AI – Better Prompts, Better Results
November 18, 2026Live Webcast
K2's Dynamic Arrays In Excel
November 18, 2026Live Webcast
K2’s Getting Control Of Your OneDrive Account
November 18, 2026Live Webcast
K2's Technology's Seven (Not Quite) Deadly Sins
November 18, 2026Live Webcast
Resistance to Resilience: Strive for Tech Change Acceptance
November 19, 2026Live Webcast
K2's Tech Tuneup Tips
November 19, 2026Live Webcast
K2's Choosing Your CPA Firm Tech Stack
November 19, 2026Live Webcast
K2’s Office Scripts – The New Macros
November 19, 2026Live Webcast
K2's Optimizing Your CAS and Advisory Tech Stack
November 19, 2026Live Webcast
K2's Stop Wasting Time In Excel
November 20, 2026Live Webcast
K2’s Data Security And Privacy Issues And Solutions
November 20, 2026Live Webcast
K2's Tech Update
November 23, 2026Live Webcast
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
November 24, 2026Live Webcast
K2’s Collaboration – Best Platforms And Practices
November 24, 2026Live Webcast
K2’s CRM – The Ultimate Business Automation Tool
November 24, 2026Live Webcast
K2's Taking A Fresh Look At Teams
November 25, 2026Live Webcast
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
November 25, 2026Live Webcast
K2’s Excel Best Practices
November 25, 2026Live Webcast
K2’s Advanced Excel
November 30, 2026Live Webcast
K2’s QuickBooks Online For Accountants
December 1, 2026Live Webcast
K2’s Excel Tips, Tricks, And Techniques For Accountants
December 1, 2026Live Webcast
K2’s Next Generation Excel Reporting
December 1, 2026Live Webcast
Excel Tips & Tricks for the Non-Accountant
December 2, 2026Live Webcast
K2’s Excel Best Practices
December 2, 2026Live Webcast
K2’s Taking Another Look At Power BI
December 2, 2026Live Webcast
K2’s Excel Essentials For Staff Accountants
December 2, 2026Live Webcast
K2’s Excel PivotTables For Accountants
December 2, 2026Live Webcast
K2’s Taking Another Look At PDFs
December 2, 2026Live Webcast
K2’s Expense Reporting Automation
December 3, 2026Live Webcast
Mastering Information Systems and Controls for Accounting Professionals
December 3, 2026Live Webcast
K2’s Mastering Advanced Excel Functions
December 3, 2026Live Webcast
K2’s Securing Your Data: Practical Tools For Protecting Information
December 3, 2026Live Webcast
K2’s Excel Charting And Visualizations
December 3, 2026Live Webcast
K2’s Top PDF Features You Should Know
December 3, 2026Live Webcast
K2’s Excel Tips – Today’s Best Features
December 3, 2026Live Webcast
K2’s Implementing Internal Controls In QuickBooks Online Environments
December 4, 2026Live Webcast
Google Gemini Deep Dive Hands-on Bootcamp for CPAs
December 4, 2026Live Webcast
K2’s Ten PDF Tips You Need To Know
December 4, 2026Live Webcast
Microsoft Copilot Deep Dive Hands-on Bootcamp for CPAs
December 4, 2026Live Webcast
K2’s Advanced Topics In Power BI
December 5, 2026Live Webcast
K2’s Excel’s Best New Features
December 5, 2026Live Webcast
K2’s Microsoft Copilot, Including Agentic AI
December 5, 2026Live Webcast
K2’s Formatting Excel Spreadsheets The Right Way
December 5, 2026Live Webcast
K2’s Microsoft Power Tools
December 5, 2026Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
December 7, 2026Live Webcast
K2’s Top Ten Productivity Booster Apps In Microsoft 365
December 8, 2026Live Webcast
K2's Optimizing Your CAS and Advisory Tech Stack
December 8, 2026Live Webcast
K2's Tech Tuneup Tips
December 8, 2026Live Webcast
K2's Choosing Your CPA Firm Tech Stack
December 9, 2026Live Webcast
K2’s Getting Control Of Your OneDrive Account
December 10, 2026Live Webcast
K2's Ten Questions To Ask Your IT Team
December 11, 2026Live Webcast
K2’s QuickBooks Online For Accountants
December 12, 2026Live Webcast
K2’s Advanced Excel
December 12, 2026Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
December 12, 2026Live Webcast
K2’s AI – Better Prompts, Better Results
December 12, 2026Live Webcast
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
December 12, 2026Live Webcast
K2's Tech Update
December 12, 2026Live Webcast
K2’s Excel Best Practices
December 12, 2026Live Webcast
K2's Taking A Fresh Look At Teams
December 12, 2026Live Webcast
K2’s Collaboration – Best Platforms And Practices
December 12, 2026Live Webcast
K2’s CRM – The Ultimate Business Automation Tool
December 14, 2026Live Webcast
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
December 15, 2026Live Webcast
K2’s Office Scripts – The New Macros
December 15, 2026Live Webcast
K2's Stop Wasting Time In Excel
December 16, 2026Live Webcast
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
December 16, 2026Live Webcast
K2’s Eight Awesome PivotTable Features
December 17, 2026Live Webcast
K2’s Data Security And Privacy Issues And Solutions
December 18, 2026Live Webcast
Resistance to Resilience: Strive for Tech Change Acceptance
December 19, 2026Live Webcast
K2's Technology's Seven (Not Quite) Deadly Sins
December 19, 2026Live Webcast
Smart Formula Selection in Excel: What to Use When
December 19, 2026Live Webcast
K2’s Better Reporting With QuickBooks Online
December 19, 2026Live Webcast
K2's Dynamic Arrays In Excel
December 21, 2026Live Webcast
K2’s Excel Essentials For Staff Accountants
December 21, 2026Live Webcast
K2’s Taking Another Look At PDFs
December 21, 2026Live Webcast
K2’s Excel PivotTables For Accountants
December 21, 2026Live Webcast
K2’s Advanced Excel
December 21, 2026Live Webcast
K2’s Expense Reporting Automation
December 21, 2026Live Webcast
K2’s Taking Another Look At Power BI
December 22, 2026Live Webcast
K2’s Excel Charting And Visualizations
December 22, 2026Live Webcast
K2’s Top PDF Features You Should Know
December 22, 2026Live Webcast
K2’s Excel Tips – Today’s Best Features
December 22, 2026Live Webcast
K2’s Implementing Internal Controls In QuickBooks Online Environments
December 22, 2026Live Webcast
K2’s Mastering Advanced Excel Functions
December 22, 2026Live Webcast
K2’s Securing Your Data: Practical Tools For Protecting Information
December 23, 2026Live Webcast
K2’s Microsoft Power Tools
December 23, 2026Live Webcast
K2’s Microsoft Copilot, Including Agentic AI
December 26, 2026Live Webcast
K2’s Ten PDF Tips You Need To Know
December 26, 2026Live Webcast
K2's Tech Update
December 26, 2026Live Webcast
K2’s Advanced Topics In Power BI
December 26, 2026Live Webcast
K2’s Excel Tips, Tricks, And Techniques For Accountants
December 26, 2026Live Webcast
Excel Tips & Tricks for the Non-Accountant
December 26, 2026Live Webcast
K2’s Next Generation Excel Reporting
December 26, 2026Live Webcast
K2’s QuickBooks Online For Accountants
December 26, 2026Live Webcast
K2’s Top Ten Productivity Booster Apps In Microsoft 365
December 28, 2026Live Webcast
K2’s Excel’s Best New Features
December 28, 2026Live Webcast
K2’s Formatting Excel Spreadsheets The Right Way
December 29, 2026Live Webcast
K2’s AI – Better Prompts, Better Results
December 29, 2026Live Webcast
K2's Ten Questions To Ask Your IT Team
December 30, 2026Live Webcast
K2’s Getting Control Of Your OneDrive Account
December 30, 2026Live Webcast
Tactical Business Systems – Getting the Most from Information Systems and ERP
December 30, 2026Live Webcast
Overcoming Tech Adoption Challenges in CPA Firms
January 4, 2027Live Webcast
K2’s Better Reporting With QuickBooks Online
January 4, 2027Live Webcast
Technology Trends for CPAs and CFOs: 2026 Update
January 5, 2027Live Webcast
K2's Dynamic Arrays In Excel
January 5, 2027Live Webcast
K2's Technology's Seven (Not Quite) Deadly Sins
January 6, 2027Live Webcast
K2's Tech Tuneup Tips
January 6, 2027Live Webcast
K2's Choosing Your CPA Firm Tech Stack
January 6, 2027Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
January 6, 2027Live Webcast
K2's Optimizing Your CAS and Advisory Tech Stack
January 7, 2027Live Webcast
K2’s Data Security And Privacy Issues And Solutions
January 7, 2027Live Webcast
Overcoming Tech Adoption Challenges in CPA Firms
January 8, 2027Live Webcast
K2’s Eight Awesome PivotTable Features
January 9, 2027Live Webcast
K2’s AI – Better Prompts, Better Results
January 9, 2027Live Webcast
K2's Tech Update
January 11, 2027Live Webcast
K2’s Office Scripts – The New Macros
January 11, 2027Live Webcast
K2's Stop Wasting Time In Excel
January 12, 2027Secaucus
Hudson Chapter
Developing a Cybersecurity WISP: Guidelines for CPAs and Small Businesses
January 12, 2027Live Webcast
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
January 13, 2027Live Webcast
K2’s Collaboration – Best Platforms And Practices
January 13, 2027Live Webcast
K2’s CRM – The Ultimate Business Automation Tool
January 13, 2027Live Webcast
K2's Taking A Fresh Look At Teams
January 14, 2027Haddonfield
Southwest Jersey Chapter
Technology Update with Emphasis on AI
January 14, 2027Live Webcast
K2’s Excel Best Practices
January 14, 2027Live Webcast
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
January 14, 2027Live Webcast
K2’s Advanced Excel
January 14, 2027Live Webcast
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
January 18, 2027Live Webcast
K2’s Excel’s Best New Features
January 18, 2027Live Webcast
K2’s Formatting Excel Spreadsheets The Right Way
January 18, 2027Live Webcast
Technology Trends for CPAs and CFOs: 2026 Update
January 19, 2027Live Webcast
K2's Ten Questions To Ask Your IT Team
January 20, 2027Live Webcast
K2’s Getting Control Of Your OneDrive Account
January 20, 2027Live Webcast
Tactical Business Systems – Getting the Most from Information Systems and ERP
January 21, 2027Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
January 22, 2027Roseland
North Jersey Tri-County Chapter
Emerging Technologies
January 22, 2027Live Webcast
K2’s Top Ten Productivity Booster Apps In Microsoft 365
January 22, 2027Live Webcast
Corporate Finance Technology Selection: Practical Frameworks
January 25, 2027Live Webcast
K2’s Next Generation Excel Reporting
January 25, 2027Live Webcast
K2’s QuickBooks Online For Accountants
January 25, 2027Live Webcast
K2’s Excel Tips, Tricks, And Techniques For Accountants
January 25, 2027Live Webcast
Excel Tips & Tricks for the Non-Accountant
January 26, 2027Live Webcast
K2’s Microsoft Copilot, Including Agentic AI
January 26, 2027Live Webcast
K2’s Microsoft Power Tools
January 27, 2027Live Webcast
K2’s Ten PDF Tips You Need To Know
January 27, 2027Live Webcast
K2’s Advanced Topics In Power BI
January 28, 2027Live Webcast
K2’s Mastering Advanced Excel Functions
January 28, 2027Live Webcast
K2’s Securing Your Data: Practical Tools For Protecting Information
January 28, 2027Live Webcast
K2’s Excel Charting And Visualizations
January 28, 2027Live Webcast
K2’s Top PDF Features You Should Know
January 28, 2027Live Webcast
K2’s Excel Tips – Today’s Best Features
January 28, 2027Live Webcast
K2’s Implementing Internal Controls In QuickBooks Online Environments
January 29, 2027Live Webcast
K2’s Excel Essentials For Staff Accountants
January 29, 2027Live Webcast
K2’s Taking Another Look At Power BI
January 29, 2027Live Webcast
K2’s Excel PivotTables For Accountants
January 29, 2027Live Webcast
K2’s Taking Another Look At PDFs
January 29, 2027Live Webcast
K2’s Expense Reporting Automation
February 2, 2027Live Webcast
K2’s Advanced Excel
February 2, 2027Live Webcast
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
February 2, 2027Live Webcast
K2’s Excel Best Practices
February 2, 2027Live Webcast
Resistance to Resilience: Strive for Tech Change Acceptance
February 3, 2027Live Webcast
K2's Taking A Fresh Look At Teams
February 3, 2027Live Webcast
K2’s Collaboration – Best Platforms And Practices
February 3, 2027Live Webcast
K2’s CRM – The Ultimate Business Automation Tool
February 4, 2027Live Webcast
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
February 5, 2027Live Webcast
K2’s Office Scripts – The New Macros
February 5, 2027Live Webcast
K2's Stop Wasting Time In Excel
February 8, 2027Live Webcast
K2’s Eight Awesome PivotTable Features
February 9, 2027Live Webcast
K2’s Data Security And Privacy Issues And Solutions
February 9, 2027Live Webcast
Overcoming Tech Adoption Challenges in CPA Firms
February 9, 2027Live Webcast
K2's Tech Update
February 10, 2027Live Webcast
K2's Optimizing Your CAS and Advisory Tech Stack
February 10, 2027Live Webcast
K2's Tech Tuneup Tips
February 10, 2027Live Webcast
K2's Choosing Your CPA Firm Tech Stack
February 11, 2027Live Webcast
K2's Technology's Seven (Not Quite) Deadly Sins
February 11, 2027Live Webcast
K2's Dynamic Arrays In Excel
February 11, 2027Live Webcast
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
February 11, 2027Live Webcast
Smart Formula Selection in Excel: What to Use When
February 12, 2027Live Webcast
K2’s AI – Better Prompts, Better Results
February 12, 2027Live Webcast
K2’s Better Reporting With QuickBooks Online
February 15, 2027Live Webcast
K2’s Microsoft Power Tools
February 15, 2027Live Webcast
K2’s Microsoft Copilot, Including Agentic AI
February 16, 2027Live Webcast
Excel Tips & Tricks for the Non-Accountant
February 16, 2027Live Webcast
K2’s Excel Tips, Tricks, And Techniques For Accountants
February 16, 2027Live Webcast
K2’s Next Generation Excel Reporting
February 16, 2027Live Webcast
K2’s QuickBooks Online For Accountants
February 17, 2027Live Webcast
K2’s Excel PivotTables For Accountants
February 17, 2027Live Webcast
K2’s Taking Another Look At PDFs
February 17, 2027Live Webcast
K2’s Expense Reporting Automation
February 17, 2027Live Webcast
K2’s Excel Essentials For Staff Accountants
February 17, 2027Live Webcast
Technology Trends for CPAs and CFOs: 2026 Update
February 17, 2027Live Webcast
K2’s Taking Another Look At Power BI
February 18, 2027Live Webcast
K2’s Excel Charting And Visualizations
February 18, 2027Live Webcast
K2’s Top PDF Features You Should Know
February 18, 2027Live Webcast
K2’s Excel Tips – Today’s Best Features
February 18, 2027Live Webcast
K2’s Implementing Internal Controls In QuickBooks Online Environments
February 18, 2027Live Webcast
K2’s Mastering Advanced Excel Functions
February 18, 2027Live Webcast
K2’s Securing Your Data: Practical Tools For Protecting Information
February 19, 2027Live Webcast
K2’s Ten PDF Tips You Need To Know
February 19, 2027Live Webcast
Tactical Business Systems – Getting the Most from Information Systems and ERP
February 19, 2027Live Webcast
K2’s Advanced Topics In Power BI
February 20, 2027Live Webcast
K2’s Advanced Excel
February 20, 2027Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
February 22, 2027Live Webcast
K2's Ten Questions To Ask Your IT Team
February 23, 2027Live Webcast
K2’s Excel’s Best New Features
February 23, 2027Live Webcast
K2’s Formatting Excel Spreadsheets The Right Way
February 24, 2027Live Webcast
K2’s Top Ten Productivity Booster Apps In Microsoft 365
February 25, 2027Live Webcast
Corporate Finance Technology Selection: Practical Frameworks
February 26, 2027Live Webcast
K2’s Getting Control Of Your OneDrive Account
March 4, 2027Live Webcast
K2's Tech Update
March 4, 2027Live Webcast
K2’s Data Security And Privacy Issues And Solutions
March 5, 2027Live Webcast
K2’s Eight Awesome PivotTable Features
March 8, 2027Live Webcast
K2’s Better Reporting With QuickBooks Online
March 8, 2027Live Webcast
K2’s Office Scripts – The New Macros
March 8, 2027Live Webcast
K2’s AI – Better Prompts, Better Results
March 8, 2027Live Webcast
K2's Stop Wasting Time In Excel
March 9, 2027Live Webcast
K2's Dynamic Arrays In Excel
March 9, 2027Live Webcast
Corporate Finance Technology Selection: Practical Frameworks
March 9, 2027Live Webcast
K2's Technology's Seven (Not Quite) Deadly Sins
March 10, 2027Live Webcast
K2's Tech Tuneup Tips
March 10, 2027Live Webcast
K2's Choosing Your CPA Firm Tech Stack
March 10, 2027Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
March 10, 2027Live Webcast
K2's Optimizing Your CAS and Advisory Tech Stack
March 10, 2027Live Webcast
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
March 11, 2027Live Webcast
K2’s Collaboration – Best Platforms And Practices
March 11, 2027Live Webcast
K2’s CRM – The Ultimate Business Automation Tool
March 11, 2027Live Webcast
K2's Taking A Fresh Look At Teams
March 12, 2027Live Webcast
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
March 12, 2027Live Webcast
K2’s Excel Best Practices
March 15, 2027Live Webcast
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
March 15, 2027Live Webcast
K2’s Excel’s Best New Features
March 15, 2027Live Webcast
K2’s Formatting Excel Spreadsheets The Right Way
March 17, 2027Live Webcast
Corporate Finance Technology Selection: Practical Frameworks
March 17, 2027Live Webcast
Technology Trends for CPAs and CFOs: 2026 Update
March 17, 2027Live Webcast
K2’s QuickBooks Online For Accountants
March 23, 2027Live Webcast
K2's Ten Questions To Ask Your IT Team
March 24, 2027Live Webcast
K2’s Top Ten Productivity Booster Apps In Microsoft 365
March 24, 2027Live Webcast
Resistance to Resilience: Strive for Tech Change Acceptance
March 25, 2027Live Webcast
K2’s Ten PDF Tips You Need To Know
March 25, 2027Live Webcast
K2’s Advanced Topics In Power BI
March 26, 2027Live Webcast
K2’s Microsoft Copilot, Including Agentic AI
March 26, 2027Live Webcast
K2’s Microsoft Power Tools
March 26, 2027Live Webcast
Tactical Business Systems – Getting the Most from Information Systems and ERP
March 27, 2027Live Webcast
K2’s Getting Control Of Your OneDrive Account
March 29, 2027Live Webcast
K2’s Mastering Advanced Excel Functions
March 29, 2027Live Webcast
K2’s Securing Your Data: Practical Tools For Protecting Information
March 29, 2027Live Webcast
K2’s Excel Charting And Visualizations
March 29, 2027Live Webcast
K2’s Top PDF Features You Should Know
March 29, 2027Live Webcast
K2’s Excel Tips – Today’s Best Features
March 29, 2027Live Webcast
K2’s Implementing Internal Controls In QuickBooks Online Environments
March 30, 2027Live Webcast
K2’s Excel Essentials For Staff Accountants
March 30, 2027Live Webcast
K2’s Excel PivotTables For Accountants
March 30, 2027Live Webcast
K2’s Taking Another Look At Power BI
March 30, 2027Live Webcast
K2’s Advanced Excel
March 30, 2027Live Webcast
K2’s Taking Another Look At PDFs
March 30, 2027Live Webcast
K2’s Expense Reporting Automation
March 31, 2027Live Webcast
K2’s Excel Tips, Tricks, And Techniques For Accountants
March 31, 2027Live Webcast
Excel Tips & Tricks for the Non-Accountant
March 31, 2027Live Webcast
K2’s Next Generation Excel Reporting
April 1, 2027Live Webcast
K2’s QuickBooks Online For Accountants
April 1, 2027Live Webcast
Resistance to Resilience: Strive for Tech Change Acceptance
April 2, 2027Live Webcast
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
April 2, 2027Live Webcast
K2’s Excel Best Practices
April 5, 2027Live Webcast
K2's Taking A Fresh Look At Teams
April 5, 2027Live Webcast
Project Management: Tips, Tricks, and Traps
April 5, 2027Live Webcast
K2’s Collaboration – Best Platforms And Practices
April 5, 2027Live Webcast
K2’s CRM – The Ultimate Business Automation Tool
April 6, 2027Live Webcast
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
April 7, 2027Live Webcast
K2’s Office Scripts – The New Macros
April 7, 2027Live Webcast
K2's Stop Wasting Time In Excel
April 8, 2027Live Webcast
K2’s Eight Awesome PivotTable Features
April 9, 2027Live Webcast
Smart Formula Selection in Excel: What to Use When
April 9, 2027Live Webcast
K2’s Data Security And Privacy Issues And Solutions
April 9, 2027Live Webcast
K2's Tech Update
April 12, 2027Live Webcast
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
April 14, 2027Live Webcast
Overcoming Tech Adoption Challenges in CPA Firms
April 15, 2027Live Webcast
K2’s Advanced Excel
April 15, 2027Live Webcast
K2’s Taking Another Look At PDFs
April 15, 2027Live Webcast
K2’s Expense Reporting Automation
April 15, 2027Live Webcast
K2’s Excel Essentials For Staff Accountants
April 15, 2027Live Webcast
K2’s Excel PivotTables For Accountants
April 15, 2027Live Webcast
K2’s Taking Another Look At Power BI
April 16, 2027Live Webcast
K2's Technology's Seven (Not Quite) Deadly Sins
April 16, 2027Live Webcast
K2’s AI – Better Prompts, Better Results
April 16, 2027Live Webcast
K2’s Better Reporting With QuickBooks Online
April 16, 2027Live Webcast
K2's Dynamic Arrays In Excel
April 16, 2027Live Webcast
K2’s Getting Control Of Your OneDrive Account
April 17, 2027Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
April 17, 2027Live Webcast
K2’s Excel Best Practices
April 19, 2027Live Webcast
K2’s Excel Tips, Tricks, And Techniques For Accountants
April 19, 2027Live Webcast
K2’s Next Generation Excel Reporting
April 19, 2027Live Webcast
K2’s QuickBooks Online For Accountants
April 19, 2027Live Webcast
K2's Optimizing Your CAS and Advisory Tech Stack
April 19, 2027Live Webcast
K2's Tech Tuneup Tips
April 19, 2027Live Webcast
K2's Choosing Your CPA Firm Tech Stack
April 19, 2027Live Webcast
Excel Tips & Tricks for the Non-Accountant
April 20, 2027Live Webcast
K2’s Excel Charting And Visualizations
April 20, 2027Live Webcast
K2’s Top PDF Features You Should Know
April 20, 2027Live Webcast
K2’s Excel Tips – Today’s Best Features
April 20, 2027Live Webcast
K2’s Implementing Internal Controls In QuickBooks Online Environments
April 20, 2027Live Webcast
K2’s Mastering Advanced Excel Functions
April 20, 2027Live Webcast
K2’s Securing Your Data: Practical Tools For Protecting Information
April 21, 2027Live Webcast
K2’s Ten PDF Tips You Need To Know
April 21, 2027Live Webcast
K2’s Advanced Topics In Power BI
April 22, 2027Live Webcast
Overcoming Tech Adoption Challenges in CPA Firms
April 23, 2027Live Webcast
K2’s Microsoft Power Tools
April 23, 2027Live Webcast
K2’s Excel’s Best New Features
April 23, 2027Live Webcast
K2’s Microsoft Copilot, Including Agentic AI
April 23, 2027Live Webcast
K2’s Formatting Excel Spreadsheets The Right Way
April 26, 2027Live Webcast
K2’s Top Ten Productivity Booster Apps In Microsoft 365
April 26, 2027Live Webcast
K2's Tech Update
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Tactical Business Systems – Getting the Most from Information Systems and ERP
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K2’s NextGen Document Management, Workflows, And Portals
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K2’s Data Security And Privacy Issues And Solutions
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K2’s Eight Awesome PivotTable Features
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K2’s Advanced Excel
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K2’s Better Reporting With QuickBooks Online
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K2’s Office Scripts – The New Macros
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K2's Stop Wasting Time In Excel
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Metrics Management – Dashboards, Performance Tools, and Open-Book Management
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K2's Dynamic Arrays In Excel
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K2’s Collaboration – Best Platforms And Practices
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K2’s CRM – The Ultimate Business Automation Tool
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K2's Technology's Seven (Not Quite) Deadly Sins
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K2's Taking A Fresh Look At Teams
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K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
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K2’s Excel Best Practices
May 14, 2027Live Webcast
K2's Tech Tuneup Tips
May 14, 2027Live Webcast
K2's Choosing Your CPA Firm Tech Stack
May 14, 2027Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
May 14, 2027Live Webcast
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
May 14, 2027Live Webcast
K2's Optimizing Your CAS and Advisory Tech Stack
May 17, 2027Live Webcast
K2’s Excel’s Best New Features
May 17, 2027Live Webcast
K2’s Formatting Excel Spreadsheets The Right Way
May 18, 2027Live Webcast
K2’s AI – Better Prompts, Better Results
May 18, 2027Live Webcast
K2's Ten Questions To Ask Your IT Team
May 19, 2027Live Webcast
K2’s Getting Control Of Your OneDrive Account
May 21, 2027Live Webcast
K2's Tech Update
May 21, 2027Live Webcast
K2’s Top Ten Productivity Booster Apps In Microsoft 365
May 22, 2027Live Webcast
K2’s QuickBooks Online For Accountants
May 22, 2027Live Webcast
K2’s Advanced Excel
May 22, 2027Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
May 24, 2027Live Webcast
K2’s Mastering Advanced Excel Functions
May 24, 2027Live Webcast
K2’s Securing Your Data: Practical Tools For Protecting Information
May 24, 2027Live Webcast
K2’s Excel Charting And Visualizations
May 24, 2027Live Webcast
K2’s Top PDF Features You Should Know
May 24, 2027Live Webcast
K2’s Excel Tips – Today’s Best Features
May 24, 2027Live Webcast
K2’s Implementing Internal Controls In QuickBooks Online Environments
May 25, 2027Live Webcast
K2’s Microsoft Copilot, Including Agentic AI
May 25, 2027Live Webcast
K2’s Microsoft Power Tools
May 26, 2027Live Webcast
K2’s Ten PDF Tips You Need To Know
May 26, 2027Live Webcast
Tactical Business Systems – Getting the Most from Information Systems and ERP
May 26, 2027Live Webcast
K2’s Advanced Topics In Power BI
May 27, 2027Live Webcast
K2’s Excel Tips, Tricks, And Techniques For Accountants
May 27, 2027Live Webcast
K2’s Next Generation Excel Reporting
May 28, 2027Live Webcast
K2’s Excel Essentials For Staff Accountants
May 28, 2027Live Webcast
K2’s Excel PivotTables For Accountants
May 28, 2027Live Webcast
K2’s Taking Another Look At Power BI
May 28, 2027Live Webcast
K2’s Taking Another Look At PDFs
May 28, 2027Live Webcast
K2’s Expense Reporting Automation
June 1, 2027Live Webcast
K2’s QuickBooks Online For Accountants
June 2, 2027Live Webcast
K2’s Excel Best Practices
June 2, 2027Live Webcast
K2’s Advanced Excel
June 2, 2027Live Webcast
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
June 3, 2027Live Webcast
K2's Taking A Fresh Look At Teams
June 3, 2027Live Webcast
K2’s Collaboration – Best Platforms And Practices
June 3, 2027Live Webcast
K2’s CRM – The Ultimate Business Automation Tool
June 4, 2027Live Webcast
Metrics Management – Dashboards, Performance Tools, and Open-Book Management
June 5, 2027Live Webcast
K2’s Office Scripts – The New Macros
June 5, 2027Live Webcast
K2's Stop Wasting Time In Excel
June 5, 2027Live Webcast
K2’s Eight Awesome PivotTable Features
June 7, 2027Live Webcast
K2’s Data Security And Privacy Issues And Solutions
June 7, 2027Live Webcast
K2's Tech Update
June 8, 2027Live Webcast
K2's Tech Tuneup Tips
June 8, 2027Live Webcast
K2's Choosing Your CPA Firm Tech Stack
June 8, 2027Live Webcast
K2's Optimizing Your CAS and Advisory Tech Stack
June 10, 2027Live Webcast
Transforming Strategic & Financial Management with ChatGPT - Insights for CPAs, CFOs and Controllers
June 11, 2027Live Webcast
K2’s Next Generation Excel Reporting
June 11, 2027Live Webcast
K2’s Excel Tips, Tricks, And Techniques For Accountants
June 12, 2027Live Webcast
K2’s Taking Another Look At PDFs
June 12, 2027Live Webcast
K2’s Excel Charting And Visualizations
June 12, 2027Live Webcast
K2’s Top PDF Features You Should Know
June 12, 2027Live Webcast
K2’s Excel Essentials For Staff Accountants
June 12, 2027Live Webcast
K2’s Expense Reporting Automation
June 12, 2027Live Webcast
K2’s QuickBooks Online For Accountants
June 12, 2027Live Webcast
K2’s Excel PivotTables For Accountants
June 12, 2027Live Webcast
K2’s Excel Tips – Today’s Best Features
June 12, 2027Live Webcast
K2’s Implementing Internal Controls In QuickBooks Online Environments
June 12, 2027Live Webcast
K2’s Mastering Advanced Excel Functions
June 12, 2027Live Webcast
K2’s Taking Another Look At Power BI
June 12, 2027Live Webcast
K2’s Securing Your Data: Practical Tools For Protecting Information
June 14, 2027Live Webcast
K2’s Ten PDF Tips You Need To Know
June 14, 2027Live Webcast
K2’s Advanced Topics In Power BI
June 15, 2027Live Webcast
K2’s Microsoft Power Tools
June 15, 2027Live Webcast
K2’s AI – Better Prompts, Better Results
June 15, 2027Live Webcast
K2’s Better Reporting With QuickBooks Online
June 15, 2027Live Webcast
K2’s Microsoft Copilot, Including Agentic AI
June 16, 2027Live Webcast
K2’s Excel’s Best New Features
June 16, 2027Live Webcast
K2’s Formatting Excel Spreadsheets The Right Way
June 17, 2027Live Webcast
K2’s Top Ten Productivity Booster Apps In Microsoft 365
June 17, 2027Live Webcast
K2's Technology's Seven (Not Quite) Deadly Sins
June 17, 2027Live Webcast
K2's Dynamic Arrays In Excel
June 18, 2027Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
June 19, 2027Live Webcast
K2’s Getting Control Of Your OneDrive Account
June 19, 2027Live Webcast
K2's Ten Questions To Ask Your IT Team
June 21, 2027Live Webcast
K2’s Advanced Excel
June 21, 2027Live Webcast
K2’s Business Intelligence, Featuring Microsoft’s Power BI Tools
June 21, 2027Live Webcast
K2’s Excel Best Practices
June 21, 2027Live Webcast
K2’s Office Scripts – The New Macros
June 21, 2027Live Webcast
K2's Stop Wasting Time In Excel
June 22, 2027Live Webcast
K2’s Collaboration – Best Platforms And Practices
June 22, 2027Live Webcast
K2’s CRM – The Ultimate Business Automation Tool
June 22, 2027Live Webcast
K2's Taking A Fresh Look At Teams
June 25, 2027Live Webcast
K2’s Eight Awesome PivotTable Features
June 26, 2027Live Webcast
K2’s AI – Better Prompts, Better Results
June 26, 2027Live Webcast
K2’s NextGen Document Management, Workflows, And Portals
June 26, 2027Live Webcast
K2's Tech Update
June 26, 2027Live Webcast
K2's Optimizing Your CAS and Advisory Tech Stack
June 26, 2027Live Webcast
K2’s Data Security And Privacy Issues And Solutions
June 26, 2027Live Webcast
K2's Tech Tuneup Tips
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K2's Choosing Your CPA Firm Tech Stack
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Metrics Management – Dashboards, Performance Tools, and Open-Book Management
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      Products

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      Technology Trends and Risks of Interest to CPAs
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      Power BI Desktop: DAX Formulas, Reporting, and Visualizations
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      Power BI.com: Empowering Collaborative Data Analytics in Your Organization
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      Power Query Series: Useful Transformations
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      Top 10 Technology Risks and Trends Every CPA Should Know
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      You Don't Know What You Don't Know About Excel (Part 1)
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      Using ChatGPT with Excel
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      Mastering the Excel Lookup Functions
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      Complete Guide to Analyze Data with Excel PivotTables
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      Advanced Excel for Staff - Build Reports and Analyze Data
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      The 10 Must Know Excel Features
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          SMI

          SMI has negotiated special discounts for the NJCPA members with all the major technology carriers and providers.

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          Join the Emerging Technologies Interest Group
          Join this group to share and sharpen your knowledge of current and emerging technologies and how they can be used in the accounting profession.