Technology Planning Knowledge Hub

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

 

Content

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NJCPA and Third-Party Events

November 25, 2024Live Webcast
Technology Trends Update for CPAs with John Higgins
November 25, 2024Live Webcast
Advanced Googling for Accountants
November 25, 2024Live Webcast
Outlook - Manage Your Inbox With Maximum Efficiency
November 26, 2024Live Webcast
Securing Your Data with a Password Management App - Updated
November 27, 2024Live Webcast
QuickBooks - Know the Right Version for Your Client
November 27, 2024Live Webcast
Adobe Acrobat Tips for Working with PDF Files
November 29, 2024Live Webcast
Get started with Power BI
November 29, 2024Live Webcast
Microsoft 365 Deployment Best Practices
December 2, 2024Live Webcast
Transform Your Organization With Office 365 and Teams
December 2, 2024Live Webcast
Google Sheets for Accountants
December 2, 2024Live Webcast
Adobe Acrobat Tips for Working with PDF Files
December 2, 2024Live Webcast
How to Start a CFO Service
December 3, 2024Live Webcast
Technology Trends Update for CPAs with John Higgins
December 3, 2024Live Webcast
Microsoft 365 Deployment Bootcamp for Your Practice
December 3, 2024Live Webcast
Microsoft 365 Deployment Best Practices
December 4, 2024Live Webcast
Leverage PowerBI.com to Create Data Analysis for Others
December 5, 2024Live Webcast
QuickBooks - Know the Right Version for Your Client
December 6, 2024Live Webcast
Create Paginated Reports with Power BI Report Builder
December 6, 2024Live Webcast
Excel - Building Powerful Lookup & Reference Formulas
December 7, 2024Live Webcast
Ethics and Technology for CPAs
December 9, 2024Live Webcast
Power BI - Advanced Data Analytics with Power Pivot
December 9, 2024Live Webcast
Office 365 Teams App - Optimizing Your Setup & Configuration
December 9, 2024Live Webcast
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
December 10, 2024Live Webcast
Technology Trends Update for CPAs with John Higgins
December 10, 2024Live Webcast
Microsoft Outlook "Must Know" Email Tips
December 11, 2024Live Webcast
Using e-Signature Software to Process Agreements-Updated
December 12, 2024Live Webcast
If You Only Knew What Microsoft Word Could Do
December 12, 2024Live Webcast
Excel - Working with Text, Date & Time Functions & Formulas
December 13, 2024Live Webcast
Create Measures in Power BI that Define Your Metrics
December 13, 2024Live Webcast
Data Visualization and Mapping Tools for Accountants
December 13, 2024Live Webcast
QuickBooks DESKTOP- Monthly Closeouts and Year-End Cleanups
December 14, 2024Live Webcast
Microsoft Teams Features Every User Should Know
December 16, 2024Live Webcast
Adobe Acrobat - Increase Your Productivity With PDF Files
December 16, 2024Live Webcast
Opportunities in the Metaverse for Accounting and Other Professionals
December 16, 2024Live Webcast
Synchronize Your Files to the Cloud with SharePoint -Updated
December 17, 2024Live Webcast
Microsoft Teams Deployment Best Practices-Updated
December 19, 2024Live Webcast
Get started with Power BI
December 19, 2024Live Webcast
Advanced Googling for Accountants
December 19, 2024Live Webcast
How To Use Microsoft 365 Forms to Create Online Surveys
December 20, 2024Live Webcast
Outlook - Manage Your Inbox With Maximum Efficiency
December 20, 2024Live Webcast
The Omniverse and Metaverse for Accountants
December 23, 2024Live Webcast
Power BI - Analyze Your Data With Excel Pivot Tables
December 23, 2024Live Webcast
Engagement Management with the Microsoft 365 Planner App
December 26, 2024Live Webcast
PowerPoint for Accountants
December 26, 2024Live Webcast
Best Non-Google Search Tools for Accountants
December 26, 2024Live Webcast
Simplify Outlook Meeting Scheduling with Office 365 Bookings
December 27, 2024Live Webcast
Clean, Transform & Load Data in Power BI
December 27, 2024Live Webcast
Using Microsoft Teams to Host Virtual Meetings-Updated
December 27, 2024Live Webcast
Controls to Secure the Growing Digital Footprint
December 30, 2024Live Webcast
Build a Data Model for Analysis in Power BI
December 30, 2024Live Webcast
Microsoft 365 Copilot - Get Ready to Boost Your Productivity
December 30, 2024Live Webcast
Microsoft 365 Application Lightning Round Review-Updated
December 31, 2024Live Webcast
Create Visuals in Power BI to Successfully Analyze Data
December 31, 2024Live Webcast
Securing Your Data with a Password Management App - Updated
January 2, 2025Live Webcast
Controls to Secure the Growing Digital Footprint
January 2, 2025Live Webcast
Leverage PowerBI.com to Create Data Analysis for Others
January 3, 2025Live Webcast
Excel - Working with Text, Date & Time Functions & Formulas
January 6, 2025Live Webcast
Power BI - Analyze Your Data With Excel Pivot Tables
January 6, 2025Live Webcast
Using e-Signature Software to Process Agreements-Updated
January 7, 2025Live Webcast
How To Use Microsoft 365 Forms to Create Online Surveys
January 8, 2025Live Webcast
Microsoft 365 Application Lightning Round Review-Updated
January 8, 2025Live Webcast
Adobe Acrobat Tips for Working with PDF Files
January 10, 2025Live Webcast
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
January 10, 2025Live Webcast
Outlook - Manage Your Inbox With Maximum Efficiency
January 10, 2025Live Webcast
Microsoft 365 Deployment Bootcamp for Your Practice
January 13, 2025Live Webcast
Power BI - Advanced Data Analytics with Power Pivot
January 13, 2025Live Webcast
Office 365 Teams App - Optimizing Your Setup & Configuration
January 13, 2025Live Webcast
Google Sheets for Accountants
January 14, 2025Live Webcast
How to Start a CFO Service
January 14, 2025Live Webcast
Excel - Building Powerful Lookup & Reference Formulas
January 14, 2025Live Webcast
The Omniverse and Metaverse for Accountants
January 14, 2025Live Webcast
Simplify Outlook Meeting Scheduling with Office 365 Bookings
January 15, 2025Live Webcast
Engagement Management with the Microsoft 365 Planner App
January 16, 2025Live Webcast
Microsoft Teams Features Every User Should Know
January 16, 2025Live Webcast
If You Only Knew What Microsoft Word Could Do
January 17, 2025Live Webcast
Technology Trends Update for CPAs with John Higgins
January 17, 2025Live Webcast
QuickBooks - Know the Right Version for Your Client
January 17, 2025Live Webcast
Data Visualization and Mapping Tools for Accountants
January 17, 2025Live Webcast
Using Microsoft Teams to Host Virtual Meetings-Updated
January 20, 2025Live Webcast
Build a Data Model for Analysis in Power BI
January 20, 2025Live Webcast
Transform Your Organization With Office 365 and Teams
January 20, 2025Live Webcast
Create Visuals in Power BI to Successfully Analyze Data
January 20, 2025Live Webcast
PowerPoint for Accountants
January 20, 2025Live Webcast
Microsoft Teams Deployment Best Practices-Updated
January 21, 2025Live Webcast
Create Measures in Power BI that Define Your Metrics
January 21, 2025Live Webcast
Advanced Googling for Accountants
January 21, 2025Live Webcast
Ethics and Technology for CPAs
January 21, 2025Live Webcast
Microsoft 365 Deployment Best Practices
January 21, 2025Live Webcast
Create Paginated Reports with Power BI Report Builder
January 22, 2025Live Webcast
Clean, Transform & Load Data in Power BI
January 23, 2025Live Webcast
Get started with Power BI
January 24, 2025Live Webcast
Synchronize Your Files to the Cloud with SharePoint -Updated
January 24, 2025Live Webcast
Microsoft 365 Copilot - Get Ready to Boost Your Productivity
January 27, 2025Live Webcast
Microsoft Outlook "Must Know" Email Tips
January 28, 2025Live Webcast
Securing Your Data with a Password Management App - Updated
January 30, 2025Live Webcast
Adobe Acrobat - Increase Your Productivity With PDF Files
January 31, 2025Live Webcast
OneNote - Mastering Organization of Your Notes & Correspondence
January 31, 2025Live Webcast
Power BI - OLAP Formulas & More Time Intelligent Functions
February 3, 2025Live Webcast
Using Microsoft Teams to Host Virtual Meetings-Updated
February 4, 2025Live Webcast
Outlook - Manage Your Inbox With Maximum Efficiency
February 5, 2025Live Webcast
Advanced Googling for Accountants
February 5, 2025Live Webcast
Excel - Working with Text, Date & Time Functions & Formulas
February 5, 2025Live Webcast
Microsoft 365 Application Lightning Round Review-Updated
February 6, 2025Haddonfield
Southwest Jersey Chapter
Technology Update
February 7, 2025Live Webcast
Excel - Building Powerful Lookup & Reference Formulas
February 7, 2025Live Webcast
Microsoft Teams Features Every User Should Know
February 7, 2025Live Webcast
How to Start a CFO Service
February 10, 2025Live Webcast
Power BI - Advanced Data Analytics with Power Pivot
February 10, 2025Live Webcast
Microsoft 365 Deployment Best Practices
February 11, 2025Live Webcast
Controls to Secure the Growing Digital Footprint
February 12, 2025Live Webcast
Create Visuals in Power BI to Successfully Analyze Data
February 12, 2025Live Webcast
Data Visualization and Mapping Tools for Accountants
February 13, 2025Live Webcast
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
February 13, 2025Live Webcast
Opportunities in the Metaverse for Accounting and Other Professionals
February 13, 2025Live Webcast
Simplify Outlook Meeting Scheduling with Office 365 Bookings
February 14, 2025Live Webcast
Securing Your Data with a Password Management App - Updated
February 14, 2025Live Webcast
Ethics and Technology for CPAs
February 14, 2025Live Webcast
Microsoft 365 Deployment Bootcamp for Your Practice
February 14, 2025Live Webcast
Leverage PowerBI.com to Create Data Analysis for Others
February 14, 2025Live Webcast
Get started with Power BI
February 17, 2025Live Webcast
Technology Trends Update for CPAs with John Higgins
February 17, 2025Live Webcast
Transform Your Organization With Office 365 and Teams
February 17, 2025Live Webcast
If You Only Knew What Microsoft Word Could Do
February 17, 2025Live Webcast
Engagement Management with the Microsoft 365 Planner App
February 18, 2025Live Webcast
Office 365 Teams App - Optimizing Your Setup & Configuration
February 19, 2025Live Webcast
PowerPoint for Accountants
February 20, 2025Live Webcast
Adobe Acrobat - Increase Your Productivity With PDF Files
February 20, 2025Live Webcast
Synchronize Your Files to the Cloud with SharePoint -Updated
February 20, 2025Live Webcast
Build a Data Model for Analysis in Power BI
February 20, 2025Live Webcast
Google Sheets for Accountants
February 21, 2025Live Webcast
QuickBooks - Know the Right Version for Your Client
February 21, 2025Live Webcast
QuickBooks DESKTOP- Monthly Closeouts and Year-End Cleanups
February 21, 2025Live Webcast
The Omniverse and Metaverse for Accountants
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
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
Microsoft 365 Copilot - Get Ready to Boost Your Productivity
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
Using e-Signature Software to Process Agreements-Updated
February 28, 2025Live Webcast
Create Paginated Reports with Power BI Report Builder
February 28, 2025Live Webcast
Best Non-Google Search Tools for Accountants
February 28, 2025Live Webcast
Clean, Transform & Load Data in Power BI
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
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
Ethics and Technology for CPAs
March 6, 2025Live Webcast
Excel - Building Powerful Lookup & Reference Formulas
March 6, 2025Live Webcast
Adobe Acrobat Tips for Working with PDF Files
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
Power BI - OLAP Formulas & More Time Intelligent Functions
March 10, 2025Live Webcast
Microsoft 365 Application Lightning Round Review-Updated
March 12, 2025Live Webcast
Clean, Transform & Load Data in Power BI
March 12, 2025Live Webcast
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
March 14, 2025Live Webcast
Office 365 Teams App - Optimizing Your Setup & Configuration
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
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
Build a Data Model for Analysis in Power BI
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
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
Using e-Signature Software to Process Agreements-Updated
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
Leverage PowerBI.com to Create Data Analysis for Others
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
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
Google Sheets for Accountants
March 28, 2025Live Webcast
Create Paginated Reports with Power BI Report Builder
March 28, 2025Live Webcast
Power BI - Analyze Your Data With Excel Pivot Tables
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
Outlook - Manage Your Inbox With Maximum Efficiency
April 1, 2025Live Webcast
Excel - Building Powerful Lookup & Reference Formulas
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
Office 365 Teams App - Optimizing Your Setup & Configuration
April 3, 2025Live Webcast
Engagement Management with the Microsoft 365 Planner App
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 7, 2025Live Webcast
Ethics and Technology for CPAs
April 7, 2025Live Webcast
Microsoft 365 Deployment Bootcamp for Your Practice
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 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
Microsoft Outlook "Must Know" Email Tips
April 10, 2025Live Webcast
QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups
April 11, 2025Live Webcast
QuickBooks - Know the Right Version for Your Client
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
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
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 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
Microsoft 365 Deployment Best Practices
April 22, 2025Live Webcast
Microsoft Teams Features Every User Should Know
April 23, 2025Live Webcast
Technology Trends Update for CPAs with John Higgins
April 24, 2025Live Webcast
Advanced Googling for Accountants
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
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
Create Paginated Reports with Power BI Report Builder
April 28, 2025Live Webcast
Synchronize Your Files to the Cloud with SharePoint -Updated
April 28, 2025Live Webcast
If You Only Knew What Microsoft Word Could Do
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
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      Products

      On-Demand Program
      Technology Trends and Risks of Interest to CPAs
      On-Demand Program
      Microsoft® Excel® 365 and Excel® 2019: Getting Started with Excel
      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
      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® Word® 2016: Getting Started
      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 - 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
      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
      If You Only Knew What Microsoft Word Could Do
      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
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          Resources