2013 TSCPA Professional Development Guide : Page 28

OTHER $GREH&#03;$FUREDW&#03;$GYDQFHG&#03;7LSV&#0f;&#03;7ULFNV&#03;DQG&#03;7HFKQLTXHV CPA Crossings, LLC ([FHO&#03;%HVW&#03;3UDFWLFHV 1(: K2 Enterprises 1(: As spreadsheets continue to evolve, so too must your practices for creating, editing, and auditing them. In this program, you will gain an in-depth understanding of the best ways to work with Excel. The topics covered in this seminar include best practices associated with Excel spreadsheets in each of the following areas: creating and editing Excel workbooks, securing Excel workbooks, collaborating with others in Excel, and reporting on data contained in Excel. Today’s best practices for Excel differ VLJQL¿FDQWO\&#03;IURP&#03;WKRVH&#03;XVHG&#03;LQ&#03;WKH&#03;SDVW&#03;DQG&#03;\RX&#03;ZLOO&#03;OHDUQ&#03;WKH&#03;EHVW&#03;ZD\V&#03;WR&#03;ZRUN&#03;ZLWK&#03; ([FHO&#03;VSUHDGVKHHWV&#03;LQ&#03;WKLV&#03;³PXVW&#03;VHH&#03;&3(´&#03;SURJUDP&#11;&#03;&RXUVH&#03;PDWHULDOV&#03;LQFOXGH&#03;UHOHYDQW&#03; examples to enhance your learning experience. Participate in this program to help ensure that you utilize Excel to its fullest potential. This course covers features in Excel found in versions 2007 and higher. Instructional delivery method: Group-live demo and discussion using color computer projection -NOT a hands-on course. 35(5(48,6,7(&#1d; Fundamental knowledge of Excel 2007 or higher .(<&#03;&2'(&#1d; &#1d; &#04; &2856(&#03;/(9(/&#1d; Intermediate Date Facility TSCPA Instructor Karl Egnatoff 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 O Code 237OBK This advanced course will teach you how to utilize Adobe Acrobat features to create DQG&#03;ZRUN&#03;ZLWKLQ&#03;3')&#03;¿OHV&#03;ZLWK&#03;PD[LPXP&#03;HI¿FLHQF\&#11;&#03;$GREH&#03;$FUREDW&#03;LV&#03;ZLGHO\&#03;XVHG&#03;DV&#03; a method of presenting information and exchanging documents electronically. The XVH&#03;RI&#03;3')&#03;¿OHV&#03;FRQWLQXHV&#03;WR&#03;JURZ&#03;VLJQL¿FDQWO\&#11;&#03;0DVWHULQJ&#03;WKH&#03;XVH&#03;RI&#03;$GREH&#03;$FUREDW¶V&#03; DGYDQFHG&#03;IHDWXUHV&#12;IXQFWLRQV&#03;LV&#03;NH\&#03;WR&#03;FRQYHUWLQJ&#03;WR&#03;SDSHUOHVV&#03;ZRUN&#03;ÀRZV&#11;&#03;7RSLFV&#03; reviewed in this course include: PDF security, digital signatures, redaction, preference settings, online collaboration tools, Adobe Acrobat portfolios and Adobe Forms tools. 35(5(48,6,7(&#1d; None 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; &#07;&#14;&#18;&#18; .(<&#03;&2'(&#1d; &#1d; 0(0%(5&#03;5(*8/$5&#03;)((&#1d; &#07;&#14;&#1a;&#18; &2856(&#03;/(9(/&#1d; Intermediate Date 11/20 Facility TSCPA Instructor Bryan Smith CPE Credit 4 O Code 284NBC $GYDQFHG&#03;([FHO K2 Enterprises 1(: 10/31 Although many accountants consider themselves experts in using Excel, most accountants are self-taught and do not use Excel to its full potential. This course takes experienced, self-taught users to the next level. It provides real world examples developed by accountants for accountants in the following six major topic areas: collaboration and workbook security; using tables to analyze and report data; integrating and manipulating data from external sources; creating and auditing complex IRUPXODV&#1e;&#03;DGYDQFHG&#03;GDWD&#03;DQDO\VLV&#03;ZLWK&#03;VXEWRWDOV&#0f;&#03;¿OWHUV&#03;DQG&#03;3LYRW7DEOHV&#1e;&#03;DQG&#03;XVLQJ&#03; charts to analyze and communicate information. Its content is based on twenty years of experience in delivering Excel training to accountants and on feedback from thousands RI&#03;DFFRXQWLQJ&#03;DQG&#03;¿QDQFLDO&#03;SURIHVVLRQDOV&#03;MXVW&#03;OLNH&#03;\RX&#11;&#03;,I&#03;\RX&#03;XVH&#03;([FHO&#03;H[WHQVLYHO\&#0f;&#03; \RX&#03;QHHG&#03;WKLV&#03;FRXUVH&#04;&#03;3DUWLFLSDQWV&#03;ZLOO&#03;KDYH&#03;DFFHVV&#03;WR&#03;VDPSOH&#03;GDWD&#03;¿OHV&#11;&#03;7KLV&#03;FRXUVH&#03; includes coverage of features found in Excel 2003, 2007 and 2010. Instructional delivery method: Group-live demo and discussion using color computer projection -NOT a hands-on course. 35(5(48,6,7(&#1d; Experienced Excel user .(<&#03;&2'(&#1d; &#1d; &#04; &2856(&#03;/(9(/&#1d; Advanced Date 10/3 Facility Chattanooga Conv. Ctr. 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 Instructor Brian Tankersley CPE Credit 8 O Code 184OCK ([FHO&#03;%RRWFDPS&#03;&#10;&#03;7LSV&#0f;&#03;7ULFNV&#03; &#03;7HFKQLTXHV CPA Crossings, LLC 1(: This 2-part seminar will provide a complete walk through of Excel features that you can XVH&#03;WR&#03;FUHDWH&#03;VSUHDGVKHHWV&#03;PRUH&#03;HI¿FLHQWO\&#03;DQG&#03;HIIHFWLYHO\&#11;&#03;3DUW&#03;&#14;&#03;ZLOO&#03;SURYLGH&#03;WLSV&#03;DQG&#03; techniques to make your spreadsheets free from errors and provide best practices to HQVXUH&#03;WKH&#03;DFFXUDF\&#03;RI&#03;\RXU&#03;WULDO&#03;EDODQFH&#03;DQG&#03;¿QDQFLDO&#03;UHSRUWLQJ&#03;VSUHDGVKHHWV&#11;&#03;3DUW&#03;&#15;&#03; will teach you the full range of analysis that is possible through the use of pivot tables. 35(5(48,6,7(&#1d; None .(<&#03;&2'(&#1d; &#1d; &2856(&#03;/(9(/&#1d; Intermediate Date 11/19 Facility TSCPA Instructor Bryan Smith 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 O/A Code 273NBC ([FHO&#03;0DFURV&#03;&#10;&#03;3DUW&#03;, K2 Enterprises 1(: %XGJHWLQJ&#0f;&#03;)RUHFDVWLQJ&#03;DQG&#03;%XVLQHVV&#03;$QDO\WLFV K2 Enterprises 1(: The built-in reports of today’s accounting information systems rarely provide all of the information needed to manage business operations, but modern business performance measurement tools can make planning, measurement, reporting and control processes much more effective. During this session, your instructor will review some of the WRS&#03;WKLUG&#10;SDUW\&#03;WRROV&#03;WR&#03;LPSURYH&#03;WKH&#03;HI¿FLHQF\&#03;DQG&#03;HIIHFWLYHQHVV&#03;RI&#03;WKH&#03;EXGJHWLQJ&#03; and forecasting process, such as Microsoft Forecaster, Budget Maestro, PROPHIX and Outlook Soft. Additionally, your instructor will review some of the top business performance measurement and information reporting solutions, such as Microsoft FRx, BizInsight, Crystal Reports and F9. Important concepts such as data warehouses, data mining, business intelligence, EVA analysis and balanced scorecards will be discussed to improve your understanding. Your instructor will also show you how to enhance and supplement analysis and reporting using Microsoft Excel and how to speed up and improve information retrieval processes using open database connectivity (ODBC). Using PivotTables, charts and PivotCharts, coupled with ODBC, may be all that is QHFHVVDU\&#03;WR&#03;JHW&#03;WKH&#03;LQIRUPDWLRQ&#03;WKDW&#03;\RX&#03;QHHG&#03;IURP&#03;\RXU&#03;¿QDQFLDO&#03;DQG&#03;RSHUDWLRQDO&#03; systems. By the end of the day, you will be familiar with the tools and processes necessary to provide your organization or your clients with the information retrieval, analysis, reporting, and planning capabilities required to manage business more effectively. Instructional delivery method: Group-live demo and discussion using color computer projection -NOT a hands-on course. 35(5(48,6,7(&#1d; Basic Windows and Excel understanding .(<&#03;&2'(&#1d; &#1d; &#04; &2856(&#03;/(9(/&#1d; Intermediate Date 10/7 Facility Fogelman Instructor Mac McClelland 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; $280 0(0%(5&#03;5(*8/$5&#03;)((&#1d; $320 CPE Credit 8 O Code 190OMK You have used Excel for years and Lotus prior to that. During this time, you have VDLG&#03;UHSHDWHGO\&#0f;&#03;³2QH&#03;GD\&#0f;&#03;,¶OO&#03;OHDUQ&#03;KRZ&#03;WR&#03;ZULWH&#03;PDFURV&#11;´&#03;:HOO&#0f;&#03;WKDW&#03;WLPH&#03;KDV&#03;DUULYHG&#03; because this four-hour program will introduce you to the wide world of macros and Visual Basic for Applications (VBA) in Excel. Designed for those with little, if any, experience working with macros, this course teaches the fundamentals of creating and working with macros in Excel. In this seminar, you will learn how to use Excel’s Macro Recorder to write simple, yet effective, macros; how to secure and share PDFURV&#03;ZLWK&#03;RWKHU&#03;([FHO&#03;XVHUV&#1e;&#03;KRZ&#03;WR&#03;FUHDWH&#03;XVHU&#10;GH¿QHG&#03;IXQFWLRQV&#03;WR&#03;VROYH&#03;VSHFL¿F&#03; accountant-centric problems in Excel; and how to create macros that run automatically when a user opens a workbook. You will also learn the basics of VBA, including many necessary elements to write macros that can make you and your team more effective and productive with Excel. Don’t miss this unique opportunity to learn how to begin working with macros -one of Excel’s most powerful tools. Instructional delivery method: Group-live demo and discussion using color computer projection -NOT a hands-on course. 35(5(48,6,7(&#1d; None .(<&#03;&2'(&#1d; &#1d; &#04; &2856(&#03;/(9(/&#1d; Intermediate Date 10/23 Facility Music Rd. Hotel and CC 0(0%(5&#03;($5/<&#03;%,5'&#03;)((&#1d; &#07;&#14;&#18;&#18; 0(0%(5&#03;5(*8/$5&#03;)((&#1d; &#07;&#14;&#1a;&#18; Instructor Brian Tankersley CPE Credit 4 O Code 213OPK 28 Key Code: &#1d; = eMaterials C = CLE Y = Yellow Book = AICPA Discount &#04; = On-Site Training R = Broadcast

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