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

June 3 - 6, 2025Atlantic City
Featured
NJCPA Convention & Expo
February 24, 2025Live Webcast
Microsoft Teams Deployment Best Practices-Updated
February 24, 2025Live Webcast
Power BI - Analyze Your Data With Excel Pivot Tables
February 25, 2025Live Webcast
Excel - Using PivotTables for Data Analysis
February 25, 2025Live Webcast
Adobe Acrobat Tips for Working with PDF Files
February 25, 2025Live Webcast
Create Measures in Power BI that Define Your Metrics
February 25, 2025Live Webcast
Excel for Staff Level 1 - What You Never Learned
February 25, 2025Live Webcast
Microsoft 365 Copilot - Get Ready to Boost Your Productivity
February 26, 2025Live Webcast
Excel - Advanced Formatting to Improve Your Spreadsheets
February 27, 2025Live Webcast
Excel Budgeting Ideas
February 27, 2025Live Webcast
Using ChatGPT with Excel
February 27, 2025Live Webcast
How To Use Microsoft 365 Forms to Create Online Surveys
February 27, 2025Live Webcast
Microsoft Outlook "Must Know" Email Tips
February 27, 2025Live Webcast
Controller Series: Technology - Must Have Excel Competencies
February 27, 2025Live Webcast
Excel Shortcuts for Accountants
February 27, 2025Live Webcast
Using e-Signature Software to Process Agreements-Updated
February 28, 2025Live Webcast
Create Paginated Reports with Power BI Report Builder
February 28, 2025Live Webcast
What's New in Excel
February 28, 2025Live Webcast
Best Non-Google Search Tools for Accountants
February 28, 2025Live Webcast
Excel for Accountants: Using Excel to Cleanse and Prepare Data
February 28, 2025Live Webcast
Clean, Transform & Load Data in Power BI
March 3, 2025Live Webcast
Excel - Using PivotTables for Data Analysis
March 3, 2025Live Webcast
Outlook - Manage Your Inbox With Maximum Efficiency
March 3, 2025Live Webcast
Advanced Googling for Accountants
March 3, 2025Live Webcast
Securing Your Data with a Password Management App - Updated
March 3, 2025Live Webcast
If You Only Knew What Microsoft Word Could Do
March 4, 2025Live Webcast
Excel - Two Must Know Features: Defined Names & Tables
March 4, 2025Live Webcast
Get started with Power BI
March 4, 2025Live Webcast
How To Use Microsoft 365 Forms to Create Online Surveys
March 4, 2025Live Webcast
Excel - Working with Text, Date & Time Functions & Formulas
March 5, 2025Live Webcast
Mastering the Excel Lookup Functions
March 5, 2025Live Webcast
Ethics and Technology for CPAs
March 6, 2025Live Webcast
Excel Budgeting Ideas
March 6, 2025Live Webcast
Excel - Building Powerful Lookup & Reference Formulas
March 6, 2025Live Webcast
Excel Shortcuts for Accountants
March 6, 2025Live Webcast
Excel - Advanced Financial and Statistical Calculations
March 6, 2025Live Webcast
Adobe Acrobat Tips for Working with PDF Files
March 7, 2025Live Webcast
What's New in Excel
March 7, 2025Live Webcast
You Don't Know What You Don't Know About Microsoft Excel
March 7, 2025Live Webcast
Excel - Advanced Spreadsheet Troubleshooting Techniques
March 10, 2025Live Webcast
Power BI - Advanced Data Analytics with Power Pivot
March 10, 2025Live Webcast
Using Microsoft Teams to Host Virtual Meetings-Updated
March 10, 2025Live Webcast
The 10 Must Know Excel Features
March 10, 2025Live Webcast
Power BI - OLAP Formulas & More Time Intelligent Functions
March 10, 2025Live Webcast
Improve Design and Productivity with Excel Tables
March 10, 2025Live Webcast
Shortcuts that Excel Users Love
March 10, 2025Live Webcast
Microsoft 365 Application Lightning Round Review-Updated
March 11, 2025Live Webcast
Excel - Auditing Your Spreadsheets for Maximum Accuracy
March 11, 2025Live Webcast
Moving Beyond the Basics of Excel
March 12, 2025Live Webcast
Excel - Using Charts for a Non-Financial Audience
March 12, 2025Live Webcast
Excel - Functions and Formula Shootout
March 12, 2025Live Webcast
Clean, Transform & Load Data in Power BI
March 12, 2025Live Webcast
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
March 12, 2025Live Webcast
Excel - Create KPI Dashboards for Maximum Impact
March 13, 2025Live Webcast
Use the Data Model to Build More Powerful PivotTables
March 13, 2025Live Webcast
Excel: Mastering PivotTables
March 14, 2025Live Webcast
Office 365 Teams App - Optimizing Your Setup & Configuration
March 14, 2025Live Webcast
Excel - Feature Review in 100 minutes
March 14, 2025Live Webcast
Microsoft 365 Deployment Bootcamp for Your Practice
March 14, 2025Live Webcast
Adobe Acrobat - Increase Your Productivity With PDF Files
March 14, 2025Live Webcast
Engagement Management with the Microsoft 365 Planner App
March 14, 2025Live Webcast
Excel for Staff Level 1 - What You Never Learned
March 14, 2025Live Webcast
Microsoft 365 Copilot - Get Ready to Boost Your Productivity
March 17, 2025Live Webcast
Transform Your Organization With Office 365 and Teams
March 17, 2025Live Webcast
Synchronize Your Files to the Cloud with SharePoint -Updated
March 18, 2025Live Webcast
Improve Spreadsheets by Building Controls in Excel
March 18, 2025Live Webcast
Build a Data Model for Analysis in Power BI
March 18, 2025Live Webcast
Excel - Fundamentals, Data Entry and Basic Formulas
March 19, 2025Live Webcast
Microsoft 365 Deployment Best Practices
March 19, 2025Live Webcast
OneNote - Mastering Organization of Your Notes & Correspondence
March 19, 2025Live Webcast
How to Start a CFO Service
March 20, 2025Live Webcast
Excel for Staff Level 2 - Getting More Out of Excel
March 20, 2025Live Webcast
Microsoft Outlook "Must Know" Email Tips
March 21, 2025Live Webcast
Technology Trends Update for CPAs with John Higgins
March 21, 2025Live Webcast
Create Measures in Power BI that Define Your Metrics
March 24, 2025Live Webcast
Advanced Excel: Hidden Secrets and Gems
March 24, 2025Live Webcast
Digging Deep with Excel Pivot Tables
March 24, 2025Live Webcast
Using e-Signature Software to Process Agreements-Updated
March 24, 2025Live Webcast
Taking Advantage of Array Formulas in Excel
March 25, 2025Live Webcast
Data Visualization and Mapping Tools for Accountants
March 25, 2025Live Webcast
The Omniverse and Metaverse for Accountants
March 26, 2025Live Webcast
Excel Lookups: Moving Beyond VLOOKUP Limitations
March 26, 2025Live Webcast
Leverage PowerBI.com to Create Data Analysis for Others
March 26, 2025Live Webcast
Excel Tables and Conditional Summing
March 26, 2025Live Webcast
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
March 26, 2025Live Webcast
Microsoft Teams Features Every User Should Know
March 26, 2025Live Webcast
Using ChatGPT with Excel
March 26, 2025Live Webcast
QuickBooks - Know the Right Version for Your Client
March 27, 2025Live Webcast
Create Visuals in Power BI to Successfully Analyze Data
March 27, 2025Live Webcast
Finding Errors in Excel Spreadsheets
March 27, 2025Live Webcast
Google Sheets for Accountants
March 28, 2025Live Webcast
Create Paginated Reports with Power BI Report Builder
March 28, 2025Live Webcast
Excel for Accountants: Using Excel to Cleanse and Prepare Data
March 28, 2025Live Webcast
Power BI - Analyze Your Data With Excel Pivot Tables
March 28, 2025Live Webcast
Excel Budgeting Ideas
March 31, 2025Live Webcast
Simplify Outlook Meeting Scheduling with Office 365 Bookings
March 31, 2025Live Webcast
Controls to Secure the Growing Digital Footprint
March 31, 2025Live Webcast
Microsoft Teams Deployment Best Practices-Updated
March 31, 2025Live Webcast
PowerPoint for Accountants
April 1, 2025Live Webcast
Taking Advantage of Array Formulas in Excel
April 1, 2025Live Webcast
Excel - Advanced Financial and Statistical Calculations
April 1, 2025Live Webcast
Outlook - Manage Your Inbox With Maximum Efficiency
April 1, 2025Live Webcast
Excel - Building Powerful Lookup & Reference Formulas
April 1, 2025Live Webcast
Excel - Auditing Your Spreadsheets for Maximum Accuracy
April 1, 2025Live Webcast
Excel - Working with Text, Date & Time Functions & Formulas
April 2, 2025Live Webcast
Build a Data Model for Analysis in Power BI
April 2, 2025Live Webcast
Leverage PowerBI.com to Create Data Analysis for Others
April 2, 2025Live Webcast
PowerPoint for Accountants
April 3, 2025Live Webcast
You Don't Know What You Don't Know About Microsoft Excel
April 3, 2025Live Webcast
Office 365 Teams App - Optimizing Your Setup & Configuration
April 3, 2025Live Webcast
Engagement Management with the Microsoft 365 Planner App
April 3, 2025Live Webcast
The 10 Must Know Excel Features
April 3, 2025Live Webcast
Excel - Using Charts for a Non-Financial Audience
April 4, 2025Live Webcast
Google Sheets for Accountants
April 4, 2025Live Webcast
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
April 4, 2025Live Webcast
Get started with Power BI
April 4, 2025Live Webcast
Digging Deep with Excel Pivot Tables
April 7, 2025Live Webcast
Ethics and Technology for CPAs
April 7, 2025Live Webcast
Microsoft 365 Deployment Bootcamp for Your Practice
April 7, 2025Live Webcast
Advanced Excel: Hidden Secrets and Gems
April 7, 2025Live Webcast
Project Management: Tips, Tricks, and Traps
April 7, 2025Live Webcast
Microsoft Teams Deployment Best Practices-Updated
April 9, 2025Live Webcast
Create Measures in Power BI that Define Your Metrics
April 9, 2025Live Webcast
AI-Powered Excel: Leveraging AI and ChatGPT for Supercharged Productivity
April 10, 2025Live Webcast
Simplify Outlook Meeting Scheduling with Office 365 Bookings
April 10, 2025Live Webcast
Opportunities in the Metaverse for Accounting and Other Professionals
April 10, 2025Live Webcast
Excel - Using PivotTables for Data Analysis
April 10, 2025Live Webcast
Excel - Functions and Formula Shootout
April 10, 2025Live Webcast
Microsoft Outlook "Must Know" Email Tips
April 10, 2025Live Webcast
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
April 11, 2025Live Webcast
Finding Errors in Excel Spreadsheets
April 11, 2025Live Webcast
QuickBooks - Know the Right Version for Your Client
April 11, 2025Live Webcast
Excel - Feature Review in 100 minutes
April 11, 2025Live Webcast
Mastering the Excel Lookup Functions
April 14, 2025Live Webcast
Power BI - Advanced Data Analytics with Power Pivot
April 14, 2025Live Webcast
Power BI - Analyze Your Data With Excel Pivot Tables
April 14, 2025Live Webcast
Excel Tables and Conditional Summing
April 14, 2025Live Webcast
Adobe Acrobat - Increase Your Productivity With PDF Files
April 15, 2025Live Webcast
QuickBooks DESKTOP- Monthly Closeouts and Year-End Cleanups
April 15, 2025Live Webcast
Best Non-Google Search Tools for Accountants
April 16, 2025Live Webcast
Moving Beyond the Basics of Excel
April 16, 2025Live Webcast
The Omniverse and Metaverse for Accountants
April 17, 2025Live Webcast
How to Start a CFO Service
April 17, 2025Live Webcast
Data Visualization and Mapping Tools for Accountants
April 17, 2025Live Webcast
Securing Your Data with a Password Management App - Updated
April 17, 2025Live Webcast
Excel Budgeting Ideas
April 18, 2025Live Webcast
Shortcuts that Excel Users Love
April 18, 2025Live Webcast
Microsoft 365 Application Lightning Round Review-Updated
April 21, 2025Live Webcast
Transform Your Organization With Office 365 and Teams
April 21, 2025Live Webcast
Excel Lookups: Moving Beyond VLOOKUP Limitations
April 21, 2025Live Webcast
Microsoft 365 Deployment Best Practices
April 21, 2025Live Webcast
Use the Data Model to Build More Powerful PivotTables
April 22, 2025Live Webcast
Microsoft Teams Features Every User Should Know
April 22, 2025Live Webcast
What's New in Excel
April 23, 2025Live Webcast
Excel - Advanced Formatting to Improve Your Spreadsheets
April 23, 2025Live Webcast
Excel Shortcuts for Accountants
April 23, 2025Live Webcast
Technology Trends Update for CPAs with John Higgins
April 23, 2025Live Webcast
Improve Design and Productivity with Excel Tables
April 23, 2025Live Webcast
Improve Spreadsheets by Building Controls in Excel
April 24, 2025Live Webcast
Advanced Googling for Accountants
April 24, 2025Live Webcast
Excel: Mastering PivotTables
April 24, 2025Live Webcast
Using e-Signature Software to Process Agreements-Updated
April 24, 2025Live Webcast
Create Visuals in Power BI to Successfully Analyze Data
April 24, 2025Live Webcast
Excel - From a Blank Sheet to a Finished Workbook
April 24, 2025Live Webcast
Use the Data Model to Build More Powerful PivotTables
April 24, 2025Live Webcast
Clean, Transform & Load Data in Power BI
April 25, 2025Live Webcast
How To Use Microsoft 365 Forms to Create Online Surveys
April 26, 2025Live Webcast
Controls to Secure the Growing Digital Footprint
April 26, 2025Live Webcast
Using ChatGPT with Excel
April 26, 2025Live Webcast
Create Paginated Reports with Power BI Report Builder
April 28, 2025Live Webcast
Excel for Accountants: Using Excel to Cleanse and Prepare Data
April 28, 2025Live Webcast
Synchronize Your Files to the Cloud with SharePoint -Updated
April 28, 2025Live Webcast
Controller Series: Technology - Must Have Excel Competencies
April 28, 2025Live Webcast
If You Only Knew What Microsoft Word Could Do
April 29, 2025Live Webcast
Excel for Staff Level 1 - What You Never Learned
April 29, 2025Live Webcast
Excel for Staff Level 2 - Getting More Out of Excel
April 29, 2025Live Webcast
Microsoft 365 Copilot - Get Ready to Boost Your Productivity
April 30, 2025Live Webcast
Adobe Acrobat Tips for Working with PDF Files
April 30, 2025Live Webcast
Using Microsoft Teams to Host Virtual Meetings-Updated
May 6, 2025Live Webcast
Automating Financial Planning and Analysis
May 13, 2025Webcast Replay
Automating Financial Planning and Analysis
September 29, 2025Live Webcast
Optimizing IT Systems, Internal Controls, and Governance for Accountants
December 3, 2025Live Webcast
Mastering Information Systems and Controls for Accounting Professionals
December 17, 2025Live Webcast
Technology Trends and Hot Topics Impacting the Accounting Profession
FIRST
    LAST

      Products

      On-Demand Program
      Microsoft® Excel® 365/Excel® 2019: Creating and Formatting Charts
      On-Demand Program
      Understanding Cryptocurrency
      On-Demand Program
      Microsoft® Excel® 2016: Creating and Formatting Charts
      On-Demand Program
      Technology Trends and Risks of Interest to CPAs
      On-Demand Program
      Bankruptcy Basics: Understanding the Consumer Bankruptcy Process
      On-Demand Program
      Microsoft® Excel® 2016: Getting Started
      On-Demand Program
      Microsoft® Excel® 365 and Excel® 2019: Getting Started with Excel
      On-Demand Program
      Microsoft® Excel® 365/Excel® 2019: Useful Functions for CPAs
      On-Demand Program
      Lessons Learned: What a $53 Million Fraud Can Teach Us
      On-Demand Program
      Microsoft® Excel® 2016: Working with Formulas and Functions
      On-Demand Program
      Microsoft® Word® 365 and Word® 2019: Getting Started
      On-Demand Program
      Surgent's Max the Tax: Metaverse
      On-Demand Program
      Project Management: Tips, Tricks, and Traps
      On-Demand Program
      Project Management: Tips, Tricks, and Traps
      On-Demand Program
      Project Management: Tips, Tricks, and Traps
      On-Demand Program
      Microsoft® PowerPoint® 2016: Getting Started
      On-Demand Program
      Power Query Series: Use Cases
      On-Demand Program
      Power Query Series: Formulas, M Language, and Error Handling
      On-Demand Program
      Power Query Series: Data Modeling and Next Steps
      On-Demand Program
      Power Query Series: Introduction and First Connection
      On-Demand Program
      Power Query Series: Making a Connection
      On-Demand Program
      Power Query Series: Editor – The User Interface of Power Query
      On-Demand Program
      Power Query Series: Data Transformations
      On-Demand Program
      Power Query Series: Adding Columns for Data Enrichment
      On-Demand Program
      Power Query Series: More Transformations and Load Options
      On-Demand Program
      Power Query Series: Append Queries
      On-Demand Program
      Power Query Series: Merge Queries
      On-Demand Program
      Power Query Series: Useful Transformations
      On-Demand Program
      Microsoft® Excel® 2016: Working with PivotTables and PivotCharts
      On-Demand Program
      Microsoft® Excel® 365/Excel® 2019: Getting Started with PivotTables and PivotCharts
      On-Demand Program
      Top 10 Technology Risks and Trends Every CPA Should Know
      On-Demand Program
      Technology Trends and Hot Topics Impacting the Accounting Profession
      On-Demand Program
      Microsoft® Excel® 2016: Useful Functions for CPAs
      On-Demand Program
      Microsoft® Word® 2016: Getting Started
      On-Demand Program
      Microsoft® Excel® 365/Excel® 2019: Working with Formulas and Functions
      On-Demand Program
      Microsoft® Excel® 365/Excel® 2019: Working with Data Ranges and Tables
      On-Demand Program
      Excel - Functions and Formula Shootout
      On-Demand Program
      Excel - From a Blank Sheet to a Finished Workbook
      On-Demand Program
      Excel - Feature Review in 100 minutes
      On-Demand Program
      Excel - Using PivotTables for Data Analysis
      On-Demand Program
      Excel - Auditing Your Spreadsheets for Maximum Accuracy
      On-Demand Program
      Excel - Create KPI Dashboards for Maximum Impact
      On-Demand Program
      Excel - Using Charts for a Non-Financial Audience
      On-Demand Program
      Excel - Advanced Spreadsheet Troubleshooting Techniques
      On-Demand Program
      Excel - Advanced Financial and Statistical Calculations
      On-Demand Program
      Excel - Building Powerful Lookup & Reference Formulas
      On-Demand Program
      Excel - Working With Text, Date and Time Functions and Formulas
      On-Demand Program
      Excel - Two Must Know Features: Defined Names & Tables
      On-Demand Program
      Power BI - Introduction to MS Power BI Tools (Course 1)
      On-Demand Program
      Power BI - Prepare Your Data Efficiently for Excel Analysis (Course 2)
      On-Demand Program
      Power BI - Analyze Your Data With Excel PivotTables (Course 3)
      On-Demand Program
      Power BI - Create Excel Dashboards for Maximum Impact (Course 4)
      On-Demand Program
      Power BI - Use Power Query to Transform Your Data (Course 5)
      On-Demand Program
      Power BI - Go Beyond PivotTables with Power Pivot (Course 6)
      On-Demand Program
      Power BI - Use Advanced Calculations with DAX Formulas (Course 7)
      On-Demand Program
      Power BI - Use PBI Desktop to Create Reports and Dashboards (Course 8)
      On-Demand Program
      Power BI - Share Your Data Analysis using PowerBI.com (Course 9)
      On-Demand Program
      Power BI - OLAP Formulas & More Time Intelligent Functions
      On-Demand Program
      Excel - New Features That Benefit Excel 2019 & O365 Users
      On-Demand Program
      Excel - Advanced Defined Names & Excel Tables
      On-Demand Program
      Excel - Formatting Spreadsheets for Beginners
      On-Demand Program
      Excel - Fundamentals, Data Entry and Basic Formulas
      On-Demand Program
      Excel - Advanced Formatting to Improve Your Spreadsheets
      On-Demand Program
      Advanced Excel: Hidden Secrets and Gems
      On-Demand Program
      If You Only Knew What Microsoft Word Could Do
      On-Demand Program
      Shortcuts that Excel Users Love
      On-Demand Program
      What's New in Excel
      On-Demand Program
      You Don't Know What You Don't Know About Excel (Part 1)
      On-Demand Program
      You Don't Know What You Don't Know About Excel (Part 2)
      On-Demand Program
      Microsoft Word Advanced Features: Use MS Word Readability Statistics
      On-Demand Program
      Microsoft Word Advanced Features: Use MS Word to Eliminate Passive Sentences
      On-Demand Program
      Microsoft Word Advanced Features: Use MS Word's Style Features
      On-Demand Program
      Microsoft Word Advanced Features: Use MS Word's Outline Features
      On-Demand Program
      Microsoft Word Advanced Features: Create a Table of Contents in MS Word
      On-Demand Program
      Microsoft Word – Advanced Features - Nano Bundle
      FIRST
        LAST

          Resources

          Icon_MemberBenefits_MID
          SMI

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

          Icon_3_people_circle_SKY-04
          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.